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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
Richard Johnson (CRD# 4758933) is an Investment Advisor Representative working at Berthel Fisher & Company Financial Services, Inc. in Harrison, OH and has over 20 years of experience in the finance industry.
Robert Johnson (CRD# 1570308) is an Investment Advisor Representative working at Berthel Fisher & Company Financial Services, Inc. in Harrison, OH and has over 30 years of experience in the finance industry.
Tricia Johnson (CRD# 2580911) is an Investment Advisor Representative working at Edward Jones in Greensburg, IN and has over 6 years of experience in the finance industry.
Michael Kramer (CRD# 1593229) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Lawrenceburg, IN and has over 31 years of experience in the finance industry.
Richard Lammering (CRD# 2821391) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Aurora, IN and has over 27 years of experience in the finance industry.
Kyle Lanter (CRD# 6139525) is an Investment Advisor Representative working at Robert W. Baird & Company Incorporated in Madison, IN and has over 11 years of experience in the finance industry.
Chad Lewis (CRD# 6868098) is an Investment Advisor Representative working at Edward Jones in Madison, IN and has over 6 years of experience in the finance industry.
Jonathan Louis (CRD# 5119454) is an Investment Advisor Representative working at Edward Jones in Madison, IN and has over 17 years of experience in the finance industry.
Peter Mack (CRD# 2846056) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Batesville, IN and has over 27 years of experience in the finance industry. Peter Mack 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.
Joshua Mahoney (CRD# 6369331) is an Investment Advisor Representative working at Lpl Financial LLC in Madison, IN and has over 9 years of experience in the finance industry.