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KD
US Bank
Kenneth Donaldson
Senior Portfolio Manager
CTFA
Location
Cincinnati,OH
JZ
UMA Financial Services
Jeffrey Zesiger
CEO
ACCREDITED ASSET MANAGEMENT SPECIALIST (AAMS®)
Location
Salt Lake City,UT
Osaic
David Kutschenreuter
FSCP LUTCF
Location
New Berlin,WI
Compensation
Commission and Fee
ShankerValleau Wealth Advisors, Inc
John Valleau Jr.
Location
Skokie,IL
Compensation
Fee Only
SH
Recalibrating Wealth
Steve Heinemann
Location
Fountain Valley,CA
Compensation
Fee Only
LPL Financial
Grant Hashiba
Financial Consultant
Location
Honolulu,HI
Compensation
Commission and Fee
MS
Osaic Wealth Inc.
Marc Standig
EA
Location
Monroe Township,NJ
DE
Ellis Wealth Planning
Deborah Ellis
President
Chartered Retirement Planning Counselor
Compensation
Fee Only
Heirloom Wealth Management
Robert Potter
Wealth Manager, Partner
Location
Westminster,CO
Compensation
Fee Only
Beacon Pointe Advisors, LLC
Janet Friedman
Senior Wealth Advisor
Certified Divorce Financial Analyst (CDFA) ®
Location
Newton Center,MA
Compensation
Fee Only
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