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Distance Only Blue Ash, OH
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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
Dean Johns (CRD# 6113632) is an Investment Advisor Representative working at 9258 Wealth Management, LLC in Blue Ash, OH and has 1 year of experience in the finance industry. Dean Johns 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.
Timothy Koester (CRD# 6166067) is an Investment Advisor Representative working at Journey Advisory Group, LLC in Blue Ash, OH and has over 10 years of experience in the finance industry. Timothy Koester 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.
Scott Litwin (CRD# 1032335) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Blue Ash, OH and has over 40 years of experience in the finance industry.
Walter Lunsford (CRD# 1070860) is an Investment Advisor Representative working at 9258 Wealth Management, LLC in Blue Ash, OH and has over 40 years of experience in the finance industry.
Michael Martin (CRD# 2223792) is an Investment Advisor Representative working at U.s. Bancorp Investments, Inc. in Blue Ash, OH and has over 21 years of experience in the finance industry.
Jacob Petrie (CRD# 6458744) is an Investment Advisor Representative working at 9258 Wealth Management, LLC in Blue Ash, OH and has over 9 years of experience in the finance industry. Jacob Petrie 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.
Timothy Recker (CRD# 2340968) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Blue Ash, OH and has over 30 years of experience in the finance industry.
Clayton Reynolds (CRD# 6117316) is an Investment Advisor Representative working at 9258 Wealth Management, LLC in Blue Ash, OH and has over 11 years of experience in the finance industry.
Jeffrey Scheper (CRD# 5318417) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Blue Ash, OH and has over 16 years of experience in the finance industry. Jeffrey Scheper 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.
Joseph Shults (CRD# 4569288) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Blue Ash, OH and has over 21 years of experience in the finance industry.