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MW
Kindred Wealth
Mark Woody
CEO/Private Wealth Advisor
APMA, CASL, CKA
Location
Norman,OK
Compensation
Commission and Fee
AR
Heritage Advisors Group, Inc.
Anthony Rossetti
CRPC
Location
Maitland,FL
Compensation
Fee Only
RK
All Star Financial
Robert Klefsaas
CEO, Senior Wealth Manager
AIF
Location
Minneapolis,MN
Morgan Stanley
Robert Davidson Jr.
Senior Vice President, Financial Advisor
Location
Columbia,SC
Compensation
Fee Only
Wealthspire Advisors
Kevin Brady
Vice President, Advisor
Location
New York,NY
Compensation
Fee Only
PH
Letort Management & Trust Company
Phyllis Harmon
Chief Operating Officer
Location
Mechanicsburg,PA
Breakwater Financial, LLC
Abe Ringer
Principal and Founder
Location
Needham,MA
Compensation
Fee Only
KB
Kimberley Baker
Location
Winston Salem,NC
RJA Financial Services,Inc
Richard Artura
Location
Tukwila,WA
Compensation
Commission and Fee
TR
Rooney, Schmidt and Associates Inc.
Thomas Rooney
EA, CLU
Location
Williston Park,NY
Compensation
Commission and Fee
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