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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
Kurtis Kallien (CRD# 2711337) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Tigard, OR and has over 28 years of experience in the finance industry. Kurtis Kallien 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.
Andrew Kangas (CRD# 6573704) is an Investment Advisor Representative working at Columbia Wealth Advisors LLC in Scappoose, OR and has over 8 years of experience in the finance industry.
Connor Kavanaugh (CRD# 5941682) is an Investment Advisor Representative working at Palladio Consulting LLC in Portland, OR and has over 11 years of experience in the finance industry.
Ali Kavianian (CRD# 5507310) is an Investment Advisor Representative working at Churchill Management Group in Beaverton, OR and has over 15 years of experience in the finance industry. Ali Kavianian 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.
Curtis Kawasaki (CRD# 6417850) is an Investment Advisor Representative working at Kawasaki Financial, LLC in Portland, OR and has over 8 years of experience in the finance industry.
Michael Keeton (CRD# 1409084) is an Investment Advisor Representative working at Grange Capital, LLC in Beaverton, OR and has over 38 years of experience in the finance industry.
David Kehl (CRD# 5503619) is an Investment Advisor Representative working at Stancorp Investment Advisers, Inc. in Portland, OR and has over 16 years of experience in the finance industry.
Sherrie Kerr (CRD# 1880943) is an Investment Advisor Representative working at Steward Partners Investment Solutions, LLC in Portland, OR and has over 28 years of experience in the finance industry.
Peggy Kessinger (CRD# 5481535) is an Investment Advisor Representative working at The Mather Group, LLC in Beaverton, OR and has over 16 years of experience in the finance industry. Peggy Kessinger 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.
Herbert Kim (CRD# 4480433) is an Investment Advisor Representative working at Cascadia Financial Planner LLC in Beaverton, OR and has over 22 years of experience in the finance industry. Herbert Kim 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.