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Distance Only Westfield, IN
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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
Brenda Baier (CRD# 2899458) is an Investment Advisor Representative working at Fiduciary Financial Advisors in Westfield, IN and has over 26 years of experience in the finance industry. Brenda Baier 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.
Thomas Balchik (CRD# 5196835) is an Investment Advisor Representative working at Lpl Financial LLC in Westfield, IN and has over 17 years of experience in the finance industry.
Adam Cmejla (CRD# 5454605) is an Investment Advisor Representative working at Integrated Planning & Wealth Management, LLC in Westfield, IN and has over 16 years of experience in the finance industry. Adam Cmejla 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.
Andrew Durnell (CRD# 3127482) is an Investment Advisor Representative working at Perspective Asset Management, LLC in Westfield, IN and has over 25 years of experience in the finance industry.
Justin Haskin (CRD# 3227045) is an Investment Advisor Representative working at Grace Legacy Capital, LLC in Westfield, IN and has over 24 years of experience in the finance industry.
Thomas Hedrick (CRD# 4500924) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Westfield, IN and has over 19 years of experience in the finance industry.
Vernon Isaacs (CRD# 5031543) is an Investment Advisor Representative working at Edward Jones in Westfield, IN and has over 18 years of experience in the finance industry.
Collin Kelly (CRD# 6815858) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Westfield, IN and has over 5 years of experience in the finance industry.
Michael Reynolds (CRD# 6224822) is an Investment Advisor Representative working at Elevation Financial LLC in Westfield, IN and has over 9 years of experience in the finance industry.
Lawrence Rolland (CRD# 1613100) is an Investment Advisor Representative working at Lpl Financial LLC in Westfield, IN and has over 37 years of experience in the finance industry. Lawrence Rolland 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.