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Home » Financial Advisor Directory » Financial planner

Category: Financial planner

Showing 1 - 10 of 33
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Kierstin Green | Edward Jones, Blue Springs MO
Financial planner
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Rating
0.000
Social Media Accounts
Locations
United States
Kaitlyn Laney, CFP | Laney Wealth Management, S...
Financial planner
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Rating
0.000
Social Media Accounts
Licenses & Certifications
CFP - Certified Financial Planner
Locations
United States
Jay Nelson, CFP | Avior Wealth Management, Omah...
Financial planner
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Rating
0.000
Social Media Accounts
Licenses & Certifications
CFP - Certified Financial Planner
Locations
United States
Jack Devine, CFP | Integrated Capital Managemen...
Financial planner
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Rating
0.000
Social Media Accounts
Licenses & Certifications
CFP - Certified Financial Planner
Locations
United States
Braden Baer | LPL Financial / Western Wealth Ad...
Financial planner
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Rating
0.000
Social Media Accounts
Locations
United States
Pam Horack, CFP | Pathfinder Planning, Lake Wyl...
Financial planner
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Rating
0.000
Social Media Accounts
Licenses & Certifications
CFP - Certified Financial Planner
Locations
United States
Nick Covyeau, CFP | Swell Financial, Costa Mesa CA
Financial planner
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Rating
0.000
Social Media Accounts
Licenses & Certifications
CFP - Certified Financial Planner
Locations
United States
Garrett Prom, CFP EA | Prominent Financial Plan...
Financial planner
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Rating
0.000
Social Media Accounts
Licenses & Certifications
CFP - Certified Financial Planner
Locations
United States
Eric Presogna, CPA CFP | One-Up Financial, Erie PA
Financial planner
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Rating
0.000
Social Media Accounts
Licenses & Certifications
CFP - Certified Financial Planner
Locations
United States
Cathy Derus, CPA | Brightwater Financial, La Gr...
Financial planner
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Rating
0.000
Social Media Accounts
Locations
United States
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Latest news
A compliance office wall display splitting client account icons into qualified and disqualified sides at a glowing threshold line, illustrating the SEC's 2026 qualified client change

Financial planner

June 29, 2026
A retirement plan committee boardroom with a glowing nest egg linked to small padlocked boxes, illustrating illiquid private assets entering a 401(k) under the 2026 DOL safe harbor

Financial planner

June 22, 2026
A glowing central advisory platform hub connected by light bridges to a network of independent RIA offices, illustrating the 2026 consolidation services model

Financial planner

June 18, 2026
A half-open bank vault door with an exit sign and a queue of investors waiting, illustrating private credit funds gating redemptions in 2026

Financial planner

June 17, 2026
SpaceX employees negotiating a collective wealth management deal with advisors in a conference room as a rocket launches outside the window

Financial planner

June 16, 2026
Asset management trading floor wall display with one cluster of fund tickers glowing green for inflows while others fade representing active ETF flows 2026

Financial planner

June 15, 2026
Wood-paneled family office boardroom with a structured entity diagram on a glass wall representing Section 162 tax structuring 2026

Financial planner

June 11, 2026
Advisory office screen showing an equity return band with a protective downside floor and a capped upside ceiling buffer ETF 2026

Financial planner

June 11, 2026
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