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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
Daniel Watren (CRD# 4236085) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Versailles, OH and has over 20 years of experience in the finance industry.
Eric Biggs (CRD# 6067092) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Versailles, OH and has 1 year of experience in the finance industry.
Zachary Steinbrunner (CRD# 7359319) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Versailles, OH and has over 2 years of experience in the finance industry.
Bruce Agne (CRD# 711261) is an Investment Advisor Representative working at Lpl Financial LLC in Greenville, OH and has over 26 years of experience in the finance industry.
Zachary Allen (CRD# 5441376) is an Investment Advisor Representative working at Park Avenue Securities LLC in Troy, OH and has over 10 years of experience in the finance industry.
Matthew Anderson (CRD# 6324829) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Greenville, OH and has over 9 years of experience in the finance industry.
Jason Anthony (CRD# 2714045) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Piqua, OH and has over 28 years of experience in the finance industry.
Matthew Arnold (CRD# 1473607) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Greenville, OH and has over 37 years of experience in the finance industry. Matthew Arnold 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.
Brian Baker (CRD# 6176943) is an Investment Advisor Representative working at Huntington Financial Advisors in West Milton, OH and has over 8 years of experience in the finance industry.
James Barhorst (CRD# 2451911) is an Investment Advisor Representative working at Avantax Advisory Services in Covington, OH and has over 19 years of experience in the finance industry.