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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
Kurt Boggs (CRD# 6541921) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Warsaw, IN and has over 8 years of experience in the finance industry. Kurt Boggs 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.
Jeana Born (CRD# 5578155) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Fort Wayne, IN and has over 14 years of experience in the finance industry.
Ian Boyce (CRD# 4367058) is an Investment Advisor Representative working at Dickmeyer Boyce Financial Management, Inc. in Fort Wayne, IN and has 1 year of experience in the finance industry. Ian Boyce 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.
Sarah Brace (CRD# 2807927) is an Investment Advisor Representative working at Org Partners in Roanoke, IN and has over 23 years of experience in the finance industry.
Bradley Brail (CRD# 2722963) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Warsaw, IN and has over 28 years of experience in the finance industry. Bradley Brail 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.
Jessica Bricker (CRD# 6867195) is an Investment Advisor Representative working at Lpl Financial LLC in Warsaw, IN and has over 6 years of experience in the finance industry. Jessica Bricker 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.
Edward Brower (CRD# 2835577) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Fort Wayne, IN and has over 27 years of experience in the finance industry. Edward Brower 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.
Daniel Buchman (CRD# 2913804) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Syracuse, IN and has over 23 years of experience in the finance industry.
Noah Buehner (CRD# 6106073) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Fort Wayne, IN and has over 11 years of experience in the finance industry.
Alan Bunn (CRD# 5086270) is an Investment Advisor Representative working at Lincoln Financial Advisors Corporation in Fort Wayne, IN and has over 16 years of experience in the finance industry.