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Distance Metro area (25 miles)
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COMPENSATION Either
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DESIGNATIONS
- CFA = Chartered Financial Analyst
- CFP = Certified Financial Planner
- ChFC = Chartered Financial Consultant
- CIMA = Certified Investment Management Analyst
- CDFA = Certified Divorce Financial Analyst
- CPA = Certified Public Accountant
- PFS = Personal Financial Specialist
- CFP
- CFA
- ChFC
- CDFA
- CPA
- CIMA
- PFS
Michael Morgan (CRD# 4364988) is an Investment Advisor Representative working at Northwestern Mutual Investment Services,llc in Toledo, OH and has over 17 years of experience in the finance industry.
Karen Morris (CRD# 4173797) is an Investment Advisor Representative working at B. Riley Wealth Advisors, Inc. in Sandusky, OH and has over 22 years of experience in the finance industry.
Michael Neill (CRD# 4409242) is an Investment Advisor Representative working at Edward Jones in Clyde, OH and has over 22 years of experience in the finance industry.
Dustin Ness (CRD# 4808542) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Sandusky, OH and has over 19 years of experience in the finance industry. Dustin Ness has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
George Newton (CRD# 4164554) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Perrysburg, OH and has over 24 years of experience in the finance industry.
Francis Niehaus (CRD# 1781924) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Toledo, OH and has over 31 years of experience in the finance industry. Francis Niehaus has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Matthew Nutter (CRD# 5414125) is an Investment Advisor Representative working at Huntington Financial Advisors in Lambertville, MI and has over 13 years of experience in the finance industry.
Loren Odegaard (CRD# 4463500) is an Investment Advisor Representative working at Edward Jones in Perrysburg, OH and has over 22 years of experience in the finance industry.
Carl Overmyer (CRD# 1420707) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Sandusky, OH and has over 36 years of experience in the finance industry.
Deborah Parker (CRD# 2460515) is an Investment Advisor Representative working at Northwestern Mutual Investment Services,llc in Toledo, OH and has over 30 years of experience in the finance industry.