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Distance Only Omaha, NE
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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
Alexander Barbe (CRD# 6754900) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Omaha, NE and has over 6 years of experience in the finance industry.
Daniel Barker (CRD# 2872437) is an Investment Advisor Representative working at Cwm, LLC in Omaha, NE and has over 27 years of experience in the finance industry.
Matthew Barnes (CRD# 5746381) is an Investment Advisor Representative working at Ironvine Capital Partners, LLC in Omaha, NE and has over 13 years of experience in the finance industry.
Matthew Barros (CRD# 6824997) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Omaha, NE and has over 6 years of experience in the finance industry. Matthew Barros 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.
Kristi Bartholomew (CRD# 6995987) is an Investment Advisor Representative working at Iams Wealth Management, LLC in Omaha, NE and has over 5 years of experience in the finance industry.
Stephen Bartlett (CRD# 2912489) is an Investment Advisor Representative working at Wells Fargo Advisors in Omaha, NE and has over 26 years of experience in the finance industry.
Dawn Batho (CRD# 4402897) is an Investment Advisor Representative working at Orion Portfolio Solutions, LLC in Omaha, NE and has over 22 years of experience in the finance industry.
Brent Batman (CRD# 5371876) is an Investment Advisor Representative working at Mutual Of Omaha Investor Services, Inc. in Omaha, NE and has over 14 years of experience in the finance industry.
Todd Baumbach (CRD# 2353647) is an Investment Advisor Representative working at Primerica Advisors in Omaha, NE and has over 30 years of experience in the finance industry.
Duane Bazis (CRD# 1369632) is an Investment Advisor Representative working at Bazis Private Wealth, LLC in Omaha, NE and has over 38 years of experience in the finance industry.