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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
Karen Greb
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.
Pittsburgh, PA
Philanthropic & Estate Planning
600 Grant St., 49th Floor
Pittsburgh PA, 15219
Robert Simon
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.
Jacksonville, FL
Philanthropic & Estate Planning
5210 Belfort Rd.
Ste. 135
Jacksonville FL, 32256
William Tucker
CAP®i
RICP®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.
Retirement Investment Certified Professional®:
Applies deep, specialized knowledge to build a sustainable and holistic retirement income strategy, tailored to your situation and income sources.
Canton, GA
Philanthropic & Estate Planning, Retirement Income Planning
3760 Sixes Rd Ste 126
Canton GA, 30114
Patrick Huey
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.
Camas, WA
Philanthropic & Estate Planning
2005 SE 192nd Ave
Suite 200
Camas WA, 98607
Nathan Sorum
CAP®i
CASL®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 Advisor in Senior Living®:
Applies specialized knowledge to lead you from middle age through retirement and help you manage, preserve, and transfer your wealth.
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.
Lebanon, OH
Financial Planning, Life Insurance & Risk Management, Philanthropic & Estate Planning, Retirement Income Planning, Special Needs Planning, Tax Planning, Wealth Management
2259 N State Route 48
Lebanon OH, 45036
Kristine Steakley
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.
Flowery Branch, GA
Philanthropic & Estate Planning
PO Box 1004
Flowery Branch GA, 30542
David Gerace
CAP®i
CASL®i
ChFC®i
ChSNC®i
CLU®i
RICP®i
WMCP®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 Advisor in Senior Living®:
Applies specialized knowledge to lead you from middle age through retirement and help you manage, preserve, and transfer your wealth.
Chartered Financial Consultant®:
Applies foundational knowledge about insurance, taxation, retirement, estate planning, and small business planning to help create your financial plan.
Chartered Special Needs Consultant®:
Applies deep, specialized skills and expertise in financial planning for special needs individuals, their families, and caregivers.
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.
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.
Louisville, KY
Financial Planning, Life Insurance & Risk Management, Philanthropic & Estate Planning, Retirement Income Planning, Special Needs Planning, Tax Planning, Wealth Management
11603 Shelbyville Rd.
Sutie 1
Louisville KY, 40243
Brian Franczyk
CAP®i
CASL®i
ChFC®i
CLU®i
RICP®i
WMCP®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 Advisor in Senior Living®:
Applies specialized knowledge to lead you from middle age through retirement and help you manage, preserve, and transfer your wealth.
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.
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.
Boulder, CO
Financial Planning, Life Insurance & Risk Management, Philanthropic & Estate Planning, Retirement Income Planning, Special Needs Planning, Tax Planning, Wealth Management
4875 Pearl East Circle, Ste. 200
Boulder CO, 80301
Andrew Manier
CAP®i
ChFC®i
ChSNC®i
CLU®i
RICP®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 Special Needs Consultant®:
Applies deep, specialized skills and expertise in financial planning for special needs individuals, their families, and caregivers.
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.
Retirement Investment Certified Professional®:
Applies deep, specialized knowledge to build a sustainable and holistic retirement income strategy, tailored to your situation and income sources.
Los Angeles, CA
Financial Planning, Life Insurance & Risk Management, Philanthropic & Estate Planning, Retirement Income Planning, Special Needs Planning, Tax Planning, Wealth Management
Northwestern Mutual Investment Services
LLC,515 S. Flower Street, 34th Fl.
Los Angeles CA, 90071
Sarah Tinkler
CAP®i
ChFC®i
CLU®i
RICP®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.
Retirement Investment Certified Professional®:
Applies deep, specialized knowledge to build a sustainable and holistic retirement income strategy, tailored to your situation and income sources.
Denver, CO
Financial Planning, Life Insurance & Risk Management, Philanthropic & Estate Planning, Retirement Income Planning, Special Needs Planning, Tax Planning, Wealth Management
3875 Steele St Suite 1244
Denver CO, 80205
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.