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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
Robert Loeb (CRD# 2007746) is an Investment Advisor Representative working at Venture Visionary Partners LLC in Sylvania, OH and has over 34 years of experience in the finance industry. Robert Loeb 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.
Adam Lublin (CRD# 5477080) is an Investment Advisor Representative working at Edward Jones in Whitehouse, OH and has over 16 years of experience in the finance industry.
Sara Lucas (CRD# 5553664) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Toledo, OH and has over 7 years of experience in the finance industry.
Kirk Ludwig (CRD# 2094701) is an Investment Advisor Representative working at Sjs Investment Services in Sylvania, OH and has over 31 years of experience in the finance industry.
Richard Luedtke (CRD# 2415837) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Toledo, OH and has over 28 years of experience in the finance industry. Richard Luedtke 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.
John Lung (CRD# 3149131) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Toledo, OH and has over 22 years of experience in the finance industry.
Julie Luther (CRD# 6816038) is an Investment Advisor Representative working at Lpl Financial LLC in Maumee, OH and has over 2 years of experience in the finance industry.
Travis Maas (CRD# 6741197) is an Investment Advisor Representative working at Venture Visionary Partners LLC in Sylvania, OH and has over 5 years of experience in the finance industry.
John Machcinski (CRD# 853028) is an Investment Advisor Representative working at Hantz Financial Services, Inc. in Maumee, OH and has over 43 years of experience in the finance industry. John Machcinski 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.
David Macino (CRD# 4806492) is an Investment Advisor Representative working at Macino Financial, LLC in Holland, OH and has over 17 years of experience in the finance industry.