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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 Norton (CRD# 6072340) is an Investment Advisor Representative working at Robert W. Baird & Company Incorporated in Saint Joseph, MI and has over 11 years of experience in the finance industry.
Barbara Obrochta (CRD# 2563449) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in South Bend, IN and has over 28 years of experience in the finance industry.
Thomas Olson (CRD# 2237695) is an Investment Advisor Representative working at Robert W. Baird & Company Incorporated in Mishawaka, IN and has over 31 years of experience in the finance industry.
David Osborn (CRD# 1502594) is an Investment Advisor Representative working at Osborn Wealth Management in La Porte, IN and has over 38 years of experience in the finance industry. David Osborn 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.
Bernard Packard (CRD# 4262614) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in South Bend, IN and has over 23 years of experience in the finance industry. Bernard Packard 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.
Justin Palmer (CRD# 6245109) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Elkhart, IN and has over 10 years of experience in the finance industry.
Edward Patzer (CRD# 716052) is an Investment Advisor Representative working at Wells Fargo Advisors in Mishawaka, IN and has over 43 years of experience in the finance industry.
Amy Peirce (CRD# 1765455) is an Investment Advisor Representative working at Harbour Investments, Inc. in Saint Joseph, MI and has over 35 years of experience in the finance industry.
David Pendergast (CRD# 1043780) is an Investment Advisor Representative working at Edward Jones in La Porte, IN and has over 41 years of experience in the finance industry.
Stephen Peterson (CRD# 6658461) is an Investment Advisor Representative working at Personal Financial Advice & Insights, LLC in Stevensville, MI and has over 8 years of experience in the finance industry.