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Distance Only Wenatchee, WA
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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
Keith Mayfield (CRD# 2517689) is an Investment Advisor Representative working at Planit Financial LLC in Wenatchee, WA and has over 20 years of experience in the finance industry.
Michelle McKenna (CRD# 2707709) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Wenatchee, WA and has over 12 years of experience in the finance industry.
Mitchell Meyers (CRD# 6795120) is an Investment Advisor Representative working at Lpl Financial LLC in Wenatchee, WA and has over 4 years of experience in the finance industry.
Timothy Meyers (CRD# 2379157) is an Investment Advisor Representative working at Lpl Financial LLC in Wenatchee, WA and has over 30 years of experience in the finance industry.
Charles Naismith (CRD# 4785213) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Wenatchee, WA and has over 19 years of experience in the finance industry.
Leslie Nelson (CRD# 6027167) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Wenatchee, WA and has over 9 years of experience in the finance industry.
David Parsons (CRD# 1264419) is an Investment Advisor Representative working at Northwestern Mutual Investment Services,llc in Wenatchee, WA and has over 39 years of experience in the finance industry.
Sean Patton (CRD# 6269162) is an Investment Advisor Representative working at Avantax Advisory Services in Wenatchee, WA and has over 9 years of experience in the finance industry.
Thomas Paul (CRD# 3015719) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Wenatchee, WA and has over 22 years of experience in the finance industry.
Brett Peterson (CRD# 7052665) is an Investment Advisor Representative working at D.a. Davidson & Company in Wenatchee, WA and has over 5 years of experience in the finance industry.