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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
Tina Jordan (CRD# 4656946) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Toledo, OH and has over 20 years of experience in the finance industry.
Craig Joseph (CRD# 2704378) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Toledo, OH and has over 28 years of experience in the finance industry.
Paul Joseph (CRD# 6363596) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Toledo, OH and has over 5 years of experience in the finance industry.
Jamie Kaczmarski (CRD# 3150231) is an Investment Advisor Representative working at Venture Visionary Partners LLC in Sylvania, OH and has over 19 years of experience in the finance industry.
Jared Kalb (CRD# 6600945) is an Investment Advisor Representative working at Edward Jones in Maumee, OH and has over 8 years of experience in the finance industry.
William Kanary (CRD# 1605310) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Maumee, OH and has over 24 years of experience in the finance industry.
Russell Karban (CRD# 2240669) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Maumee, OH and has over 31 years of experience in the finance industry. Russell Karban 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 Kaser (CRD# 1172233) is an Investment Advisor Representative working at Kmg Fiduciary Partners, LLC in Toledo, OH and has over 40 years of experience in the finance industry. David Kaser 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.
Richard Kaser (CRD# 2083645) is an Investment Advisor Representative working at Kmg Fiduciary Partners, LLC in Toledo, OH and has over 33 years of experience in the finance industry. Richard Kaser 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.