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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
Matthew Lusins (CRD# 7299049) is an Investment Advisor Representative working at Bootpack Financial Partners, LLC in Jackson, WY and has 1 year of experience in the finance industry. Matthew Lusins 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.
Stephen Scott (CRD# 1024249) is an Investment Advisor Representative working at Scott Investment Advisors, LP in Jackson, WY and has over 36 years of experience in the finance industry.
Chelsea Toledo (CRD# 7314459) is an Investment Advisor Representative working at Catalytic Wealth Management in Jackson, WY and has over 2 years of experience in the finance industry.
Matthew Ward (CRD# 2130063) is an Investment Advisor Representative working at Encore 401k, LLC in Driggs, ID and has over 32 years of experience in the finance industry.
Donald Watkins (CRD# 7177562) is an Investment Advisor Representative working at Wells Fargo Advisors in Jackson, WY and has over 3 years of experience in the finance industry.
Loren Wengerd (CRD# 7516129) is an Investment Advisor Representative working at Integrity Financial Corporation in Jackson, WY and has over 2 years of experience in the finance industry.
James Wilcox (CRD# 4261884) is an Investment Advisor Representative working at Catalytic Wealth Management in Jackson, WY and has over 23 years of experience in the finance industry.