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Distance Only Scottsdale, AZ
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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
Jason Blum (CRD# 3204008) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Scottsdale, AZ and has over 23 years of experience in the finance industry.
Steve Boeckmann (CRD# 2554146) is an Investment Advisor Representative working at Lpl Financial LLC in Scottsdale, AZ and has over 29 years of experience in the finance industry. Steve Boeckmann 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.
Rodney Boelter (CRD# 3199789) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Scottsdale, AZ and has over 25 years of experience in the finance industry.
Dale Boettcher (CRD# 1228871) is an Investment Advisor Representative working at Harmony Asset Management LLC in Scottsdale, AZ and has over 40 years of experience in the finance industry.
Jeffrey Boettcher (CRD# 4001659) is an Investment Advisor Representative working at Bedrock Investment Advisors in Scottsdale, AZ and has over 24 years of experience in the finance industry.
Michael Bolar (CRD# 1724625) is an Investment Advisor Representative working at Stoker Ostler, A Part Of Bmo Financial Group in Scottsdale, AZ and has over 36 years of experience in the finance industry. Michael Bolar 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.
Laura Boldt (CRD# 3096618) is an Investment Advisor Representative working at Vanguard Advisers, Inc. in Scottsdale, AZ and has over 24 years of experience in the finance industry.
Dieter Bollmann (CRD# 4247975) is an Investment Advisor Representative working at United Planners' Financial Services Of America A Limited Partner in Scottsdale, AZ and has over 23 years of experience in the finance industry. Dieter Bollmann 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.
Phylis Bolno (CRD# 1488652) is an Investment Advisor Representative working at Commonwealth Financial Network in Scottsdale, AZ and has over 25 years of experience in the finance industry.
Joel Bonnema (CRD# 2069947) is an Investment Advisor Representative working at Bonnema Wealth Management LLC in Scottsdale, AZ and has over 33 years of experience in the finance industry. Joel Bonnema 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.