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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
Christopher Adams (CRD# 4621831) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in South Bend, IN and has over 21 years of experience in the finance industry.
Aaron Adcock (CRD# 4849315) is an Investment Advisor Representative working at Captrust in Chesterton, IN and has over 19 years of experience in the finance industry.
Zachary Albers (CRD# 5365207) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Valparaiso, IN and has over 16 years of experience in the finance industry.
Man Dee Alevizos (CRD# 6757460) is an Investment Advisor Representative working at Edward Jones in Michigan City, IN and has over 7 years of experience in the finance industry.
Joshua Alexander (CRD# 4568561) is an Investment Advisor Representative working at State Farm Investment Management Corp. in La Porte, IN and has over 21 years of experience in the finance industry.
Kevin Anthony (CRD# 1612027) is an Investment Advisor Representative working at Golden Years Financial Advisors, Inc. in South Bend, IN and has over 37 years of experience in the finance industry.
Michael Anthony (CRD# 7077467) is an Investment Advisor Representative working at Golden Years Financial Advisors, Inc. in South Bend, IN and has over 5 years of experience in the finance industry. Michael Anthony 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.
David Babulic (CRD# 5115131) is an Investment Advisor Representative working at First Heartland Consultants, Inc. in Valparaiso, IN and has over 15 years of experience in the finance industry.
Jaime Bachman (CRD# 5661117) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Valparaiso, IN and has over 14 years of experience in the finance industry.
Mark Baker (CRD# 5139490) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Valparaiso, IN and has over 17 years of experience in the finance industry.