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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
Ryne Otis
CAP®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 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.
Marion, IN
Financial Planning, Life Insurance & Risk Management, Philanthropic & Estate Planning, Retirement Income Planning, Special Needs Planning, Tax Planning, Wealth Management
1301 S. Baldwin Ave. Suite 106
Marion IN, 46953
Brian Ford
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.
Duluth, GA
Financial Planning, Life Insurance & Risk Management, Philanthropic & Estate Planning, Retirement Income Planning, Special Needs Planning, Tax Planning, Wealth Management
3805 Crestwood Pkwy
Suite 140
Duluth GA, 30096
Diarra Williams
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.
Dallas, TX
Philanthropic & Estate Planning, Retirement Income Planning
806 Glen Oaks Blvd.
Dallas TX, 75232
Joseph Kramp
CAP®i
ChFC®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.
Retirement Investment Certified Professional®:
Applies deep, specialized knowledge to build a sustainable and holistic retirement income strategy, tailored to your situation and income sources.
Peoria, IL
Financial Planning, Life Insurance & Risk Management, Philanthropic & Estate Planning, Retirement Income Planning, Special Needs Planning, Tax Planning, Wealth Management
6699 N. Sheridan Road
Peoria IL, 61614
Kristen Lehrer
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.
Raleigh, NC
Philanthropic & Estate Planning
3105 Glenwood Ave.
Suite 201
Raleigh NC, 27612
Megan McMurry
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.
Omaha, NE
Philanthropic & Estate Planning
PO Box 542021
Omaha NE, 68154
Kyle Carpenter
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.
New Orleans, LA
Philanthropic & Estate Planning
1100 Poydras St., Suite 1900
New Orleans LA, 70163
Mareion Royster
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.
New Albany, OH
Philanthropic & Estate Planning
7061 Maynard Pl
New Albany OH, 43054
Padric Scott
CAP®i
ChFC®i
CLU®i
TPCP®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 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.
Tax Planning Certified Professional®:
Applies deep, specialized knowledge to create a financial strategy that minimizes your tax burden.
Wealth Management Certified Professional®:
Applies foundational knowledge to build a broadly diversified, tax-efficient portfolio aligned with your goals.
Tallahassee, FL
Financial Planning, Life Insurance & Risk Management, Philanthropic & Estate Planning, Retirement Income Planning, Special Needs Planning, Tax Planning, Wealth Management
2450 Tim Gamble PL
Floor 1
Tallahassee FL, 32308
Andrew Kirk
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.
Kalispell, MT
Philanthropic & Estate Planning
2310 Hwy 2 E,Suite 1
Kalispell MT, 59901
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.