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Distance Only Lewis Center, 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
Joshua Pick (CRD# 3277708) is an Investment Advisor Representative working at Aptus Wealth Management, LLC in Lewis Center, OH and has over 10 years of experience in the finance industry.
Raquel Quinn (CRD# 2258777) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Lewis Center, OH and has over 29 years of experience in the finance industry.
Ryan Weiser (CRD# 4213512) is an Investment Advisor Representative working at Weiser Financial Planning LLC in Lewis Center, OH and has over 17 years of experience in the finance industry. Ryan Weiser 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.
Kurt Colopy (CRD# 7574278) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Lewis Center, OH and has 1 year of experience in the finance industry.
David Evans (CRD# 7856729) is an Investment Advisor Representative working at The Yard Fc in Lewis Center, OH and has 1 year of experience in the finance industry.
Jason Flischel (CRD# 5615416) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Lewis Center, OH and has 1 year of experience in the finance industry.
Matthew Herrmann (CRD# 4412010) is an Investment Advisor Representative working at Empower Advisory Group, LLC in Lewis Center, OH and has over 4 years of experience in the finance industry.
Hans Schell (CRD# 2264836) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Lewis Center, OH and has over 16 years of experience in the finance industry.
Sarah Sims (CRD# 7630806) is an Investment Advisor Representative working at Osaic Institutions, Inc. in Lewis Center, OH and has 1 year of experience in the finance industry.
Andrew Ward (CRD# 6687229) is an Investment Advisor Representative working at Park Avenue Securities LLC in Lewis Center, OH and has over 3 years of experience in the finance industry.