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Crusonia Wealth Advisors
John McGlothlin III
Financial Planner
CFP®
Location
Austin,TX
Compensation
Fee Only
CSR Financial Services,LLC
Peter Cardoza
CFP®, AIF
Location
Grafton,MA
Compensation
Commission and Fee
Forvis Mazars Wealth Advisors
Lynn Mayabb
Managing Director
CFP®
Location
Kansas City,MO
Compensation
Fee Only
Legacy Wealth Management
Nicholas Sowell
Director of Financial Planning
CFP®, IPA
Location
Memphis,TN
Compensation
Fee Only
Kuhn Advisors Inc.
Robert Outen
Wealth Advisor
CFP®
Location
Durham,NC
Compensation
Fee Only
Ameriprise Financial Services, LLC
Thomas Shortreed
Private Wealth Advisor
CFP®, CRPC, MBA, CEPA, CKA
Location
Cortland,OH
Compensation
Commission and Fee
Breakwater Investment Management
Kevin DeAngelis
Financial Advisor
CFP®
Location
Seattle,WA
Compensation
Fee Only
Cooke Wealth Management, LLC
John Cooke
President, Personal Financial Advisor
CFP® +1
Location
Irvine,CA
Compensation
Fee Only
AAA Advisory LLC
Tricia Bush
Owner
CFP®, CPA
Location
Walkersville,MD
Compensation
Fee Only
Ameriprise Financial
Jill Williams
Private Wealth Advisor
CFP®, ChFC®, CPWA, APMA, CDFA
Location
Montclair,NJ
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