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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
Randy Kurtz (CRD# 4579297) is an Investment Advisor Representative working at Betavisor, LLC in Chicago, IL and has over 15 years of experience in the finance industry.
Betavisor was founded with one simple aim; to reduce risk without harming expected returns. Our clients are focused on "locking in" their retirement pace through diversification and tax management.
A nationally recognized expert on risk who's obsessed with statistics, Randy challenges conventional wisdom around risk, return, diversification, asset allocation and financial planning. He developed the DataDriven Process™ to...
Raymond Ifert (CRD# 4362205) is an Investment Advisor Representative working at Rei Wealth Management in Tampa, FL and has over 23 years of experience in the finance industry.
Jeffery Iseler (CRD# 3132341) is an Investment Advisor Representative working at Independent Financial Group, LLC in Tampa, FL and has over 25 years of experience in the finance industry.
Rustin Jordan (CRD# 4259683) is an Investment Advisor Representative working at Jordan Financial LLC in Tampa, FL and has over 23 years of experience in the finance industry.
Robert Kauffman (CRD# 829384) is an Investment Advisor Representative working at Faithward Advisors, LLC in Tampa, FL and has over 39 years of experience in the finance industry.
Peter Knezevich (CRD# 5352926) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Tampa, FL and has over 16 years of experience in the finance industry. Peter Knezevich 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.
Timothy Kremer (CRD# 4530949) is an Investment Advisor Representative working at Lpl Financial LLC in Tampa, FL and has over 20 years of experience in the finance industry.
Ronald Krueger (CRD# 2651416) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Tampa, FL and has over 28 years of experience in the finance industry. Ronald Krueger 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.
Lisa Kulhavi (CRD# 2544061) is an Investment Advisor Representative working at Lpl Financial LLC in Tampa, FL and has over 29 years of experience in the finance industry. Lisa Kulhavi 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.
Ryan Lacedonia (CRD# 5658696) is an Investment Advisor Representative working at Equitable Advisors, LLC in Tampa, FL and has over 14 years of experience in the finance industry.