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Financial Disclosures
The advisors and other financial professionals listed on our website include but are not limited to broker-dealer registered representatives, investment adviser representatives, insurance agents, and others.
The Financial Industry Regulatory Authority (FINRA) offers a full list of recognized financial designations.
Your Matches
250 Results
William Cunningham
CAP®i
ChFC®i
CLF®i
CLU®i
Chartered Advisor in Philanthropy®:
Applies deep, specialized knowledge and tools to help you articulate and advance your legacy for yourself, your family, and society.
Chartered Financial Consultant®:
Applies foundational knowledge about insurance, taxation, retirement, estate planning, and small business planning to help create your financial plan.
Chartered Leadership Fellow®:
Applies knowledge for effective leaders in their organizations with in-depth training in leadership skills.
Certified Life Underwriter®:
Applies in-depth, specialized knowledge of life insurance to help you with goal-based planning, business continuity, employee benefits, and/or estate planning.
Sarasota, FL
Financial Planning, Life Insurance & Risk Management, Philanthropic & Estate Planning, Retirement Income Planning, Special Needs Planning, Tax Planning, Wealth Management
5602 Marquesas Circle
Suite 207
Sarasota FL, 34233
Joseph Burgess
CAP®i
ChFC®i
CLU®i
Chartered Advisor in Philanthropy®:
Applies deep, specialized knowledge and tools to help you articulate and advance your legacy for yourself, your family, and society.
Chartered Financial Consultant®:
Applies foundational knowledge about insurance, taxation, retirement, estate planning, and small business planning to help create your financial plan.
Certified Life Underwriter®:
Applies in-depth, specialized knowledge of life insurance to help you with goal-based planning, business continuity, employee benefits, and/or estate planning.
Minneapolis, MN
Financial Planning, Life Insurance & Risk Management, Philanthropic & Estate Planning, Retirement Income Planning, Special Needs Planning, Tax Planning, Wealth Management
2701 University Ave SE
Minneapolis MN, 55414
Charles Howell
RICP®i
Retirement Investment Certified Professional®:
Applies deep, specialized knowledge to build a sustainable and holistic retirement income strategy, tailored to your situation and income sources.
Hollywood, FL
Retirement Income Planning
450 N Park Rd STE 501
Hollywood FL, 33021
Kevin Thompson
RICP®i
Retirement Investment Certified Professional®:
Applies deep, specialized knowledge to build a sustainable and holistic retirement income strategy, tailored to your situation and income sources.
Crowley, TX
Retirement Income Planning
5121 Stockwhip Drive
Crowley TX, 76036
Jeb Jarrell
CAP®i
Chartered Advisor in Philanthropy®:
Applies deep, specialized knowledge and tools to help you articulate and advance your legacy for yourself, your family, and society.
Louisville, KY
Philanthropic & Estate Planning
125 S 6th St, Suite 301
Louisville KY, 40202
Halle Bolduc
CLF®i
Chartered Leadership Fellow®:
Applies knowledge for effective leaders in their organizations with in-depth training in leadership skills.
Rochester, MN
201 23rd Ave SW
Suite 200
Rochester MN, 55902
Henry Summer
RICP®i
Retirement Investment Certified Professional®:
Applies deep, specialized knowledge to build a sustainable and holistic retirement income strategy, tailored to your situation and income sources.
Newberry, SC
Retirement Income Planning
1508 Lindsay St
Newberry SC, 29108
John Goodwin
CAP®i
CLU®i
Chartered Advisor in Philanthropy®:
Applies deep, specialized knowledge and tools to help you articulate and advance your legacy for yourself, your family, and society.
Certified Life Underwriter®:
Applies in-depth, specialized knowledge of life insurance to help you with goal-based planning, business continuity, employee benefits, and/or estate planning.
Prairie Village, KS
Life Insurance & Risk Management, Philanthropic & Estate Planning
4121 W 83rd St Ste 110
Prairie Village KS, 66208
Jason Rindskopf
RICP®i
WMCP®i
Retirement Investment Certified Professional®:
Applies deep, specialized knowledge to build a sustainable and holistic retirement income strategy, tailored to your situation and income sources.
Wealth Management Certified Professional®:
Applies foundational knowledge to build a broadly diversified, tax-efficient portfolio aligned with your goals.
Huntersville, NC
Retirement Income Planning, Wealth Management
9820 Northcross Center Court
Ste 72
Huntersville NC, 28078
Jason Duffaut
CAP®i
Chartered Advisor in Philanthropy®:
Applies deep, specialized knowledge and tools to help you articulate and advance your legacy for yourself, your family, and society.
San Antonio, TX
Philanthropic & Estate Planning
601 NW Loop 410
Suite 210
San Antonio TX, 78216
Financial Disclosures
The advisors and other financial professionals listed on our website include but are not limited to broker-dealer registered representatives, investment adviser representatives, insurance agents, and others.
The Financial Industry Regulatory Authority (FINRA) offers a full list of recognized financial designations.