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Distance Only Sidney, 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
David Levorchick (CRD# 4849302) is an Investment Advisor Representative working at Spire Wealth Management, LLC in Sidney, OH and has over 18 years of experience in the finance industry.
Bryson Long (CRD# 6184804) is an Investment Advisor Representative working at Edward Jones in Sidney, OH and has over 10 years of experience in the finance industry.
Dianne Pitts (CRD# 3063593) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Sidney, OH and has over 13 years of experience in the finance industry.
Clasena Sielschott (CRD# 4236328) is an Investment Advisor Representative working at Edward Jones in Sidney, OH and has over 18 years of experience in the finance industry.
Scott Steineman (CRD# 6421268) is an Investment Advisor Representative working at United Planners' Financial Services Of America A Limited Partner in Sidney, OH and has over 9 years of experience in the finance industry.
Andrew Stewart (CRD# 6105370) is an Investment Advisor Representative working at Edward Jones in Sidney, OH and has over 11 years of experience in the finance industry.
Todd Thompson (CRD# 2387536) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Sidney, OH and has over 24 years of experience in the finance industry.
Shannon Wilkerson (CRD# 5186700) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Sidney, OH and has over 9 years of experience in the finance industry.
Danielle Yingst (CRD# 6199738) is an Investment Advisor Representative working at U.s. Bancorp Investments, Inc. in Sidney, OH and has over 10 years of experience in the finance industry.
Adam Fullenkamp (CRD# 7231593) is an Investment Advisor Representative working at Creative Financial Designs, Inc. in Sidney, OH and has 1 year of experience in the finance industry. Adam Fullenkamp 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.