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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 Thorstenson (CRD# 6551584) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Provo, UT and has over 8 years of experience in the finance industry.
Jeffrey Tolley (CRD# 4228553) is an Investment Advisor Representative working at Edward Jones in Provo, UT and has over 10 years of experience in the finance industry.
John Unice (CRD# 868350) is an Investment Advisor Representative working at Keeler Thomas Management LLC in Orem, UT and has over 26 years of experience in the finance industry. John Unice 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.
Robert Vonderharr (CRD# 1556834) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Provo, UT and has over 37 years of experience in the finance industry.
Andrew Walker (CRD# 4315712) is an Investment Advisor Representative working at Lpl Financial LLC in Orem, UT and has over 15 years of experience in the finance industry.
Rodney Walker (CRD# 4011607) is an Investment Advisor Representative working at Portside Wealth Group, LLC in Provo, UT and has over 24 years of experience in the finance industry. Rodney Walker 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.
Shane Waller (CRD# 6121989) is an Investment Advisor Representative working at Northwestern Mutual Investment Services,llc in Provo, UT and has over 11 years of experience in the finance industry.
Talon Webb (CRD# 5219048) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Orem, UT and has over 14 years of experience in the finance industry.
Andrew Wellner (CRD# 2425852) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in Orem, UT and has over 30 years of experience in the finance industry.
David West (CRD# 1948424) is an Investment Advisor Representative working at Tucker Asset Management LLC in Orem, UT and has over 26 years of experience in the finance industry.