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Distance Only Wilsonville, OR
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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
Robin Welch (CRD# 5386865) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Wilsonville, OR and has over 16 years of experience in the finance industry.
Vivian Wilcox (CRD# 3188196) is an Investment Advisor Representative working at Edward Jones in Wilsonville, OR and has over 25 years of experience in the finance industry.
Shane Allen (CRD# 5855111) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Wilsonville, OR and has over 11 years of experience in the finance industry. Shane Allen 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.
Mitchal Degandi (CRD# 6113145) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Wilsonville, OR and has over 6 years of experience in the finance industry.
Ginger Fargas (CRD# 5860705) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Wilsonville, OR and has over 9 years of experience in the finance industry.
Justin Kelly (CRD# 5640066) is an Investment Advisor Representative working at Evexia Wealth, LLC in Wilsonville, OR and has over 6 years of experience in the finance industry.
Brian Koenig (CRD# 5325867) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Wilsonville, OR and has over 16 years of experience in the finance industry.
Rachael Nelson (CRD# 7474649) is an Investment Advisor Representative working at Edward Jones in Wilsonville, OR and has over 2 years of experience in the finance industry.
Nathan Piers Vanderploeg (CRD# 6492200) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Wilsonville, OR and has over 8 years of experience in the finance industry.