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Certified Financial Planners in Arkansas

Certified Financial Planners in Fayetteville, AR

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19 results found

Jeremy Forbis Fayetteville, AR

Professions & Specialties

Certified Financial Planner • Financial Consultant • Puchasing and Estimating Manager • Financial Services Professional • Financial Services Sales Agent • Owner • Co-Owner • Financial Manager • Chief Executive • Certified Nurse Aide • Nurse • Nurse Practitioner • Security • Agent • Sales Agent • Sales Representative • DB Administrator • Database Administration Professional • Database Administrator • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Co-Owner & Financial Advisor at AnchorPoint Financial, LLC
Title:
CFP at AnchorPoint Financial, LLC and Owner, Jeremy S. Forbis, CFP
Location:
Fayetteville, Arkansas
Industry:
Financial Services
Work history:
AnchorPoint Financial, LLC Co-Owner & Financial Advisorsince Jan 2013
Full Profile

Len Fettig Fayetteville, AR

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Manager

Experience & Education

Title:
Certified Financial Planner
Location:
Fayetteville, Arkansas Area
Industry:
Financial Services
Full Profile

Bert Cupit Fayetteville, AR

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Regional Vice President • Financial Manager • Vice President • Chief Executive

Experience & Education

Position:
Owner-Cupit Financial, LLC at Investment Centers of America
Title:
CFP-investment centers of america
Location:
Fayetteville, Arkansas Area
Industry:
Financial Services
Work history:
Investment Centers of America Owner-Cupit Financial, LLCsince 2009Prudential Financial Regional VP1999 - 2009
Skills:
Investments, Securities, Portfolio Management, Equities, Wealth Management, Retirement Planning
Full Profile

Michael Stafford Fayetteville, AR

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Certified Public Accountant • Accounting Bookkeeper • Bookkeeper • Financial Manager

Experience & Education

Position:
CPA CFP PFS at Stafford & Westervelt
Title:
CPA CFP at Stafford & Westervelt
Location:
Fayetteville, Arkansas Area
Industry:
Accounting
Work history:
Stafford & Westervelt CPA CFP PFSsince Dec 1995
Certifications:
CPA, State of Arkansas
CFP, CFP Board of Standards
Full Profile

Brian Edwards Fayetteville, AR

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Manager

Experience & Education

Position:
Certified Financial Planner at Clement Finanical Services Inc
Location:
Fayetteville, Arkansas Area
Industry:
Financial Services
Work history:
Clement Finanical Services Inc Certified Financial Planner
Full Profile

Asa Cottrell Fayetteville, AR

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Manager

Experience & Education

Position:
CFP at Arvest
Location:
Fayetteville, Arkansas Area
Industry:
Financial Services
Work history:
Arvest CFP
Full Profile

Simon Keogh Fayetteville, AR

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Advisor • Representative • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Financial Planner at American Financial Management
Location:
Fayetteville, Arkansas Area
Industry:
Financial Services
Work history:
American Financial Management Financial Plannersince Oct 2005
Certified Financial Planner,CFP,
Full Profile

Kyle Johnson Fayetteville, AR

Professions & Specialties

Certified Financial Planner • Loan Officers • Puchasing and Estimating Manager • Sports Trainer • Sports Trainers • Recruitment • Human Resources Specialist • Financial Director • Manager • Chief Executive Officer • Financial Officer • Financial Manager • Operations Manager • Corporate Executive • Chief Executive • Computer Consultant • IT Consultant • Trainer • Litigation Support Specialist • Medical Billing and Coding • Medical Support Assistant • Health Support Worker • Healthcare Support • Sales Representative • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
BUSINESS COACH at Kyle W. Johnson, Certified Business Coach
Title:
Business Coach
Location:
Fayetteville, Arkansas Area
Industry:
Consumer Services
Work history:
Kyle W. Johnson, Certified Business Coach - Fayetteville, Arkansas AreaBUSINESS COACHsince Feb 2007PONTIAC COFFEE HOUSE, LLC - Springdale, ARCHIEF FINANCIAL OFFICER/GENERAL MANAGERMar 2005 - Feb 2007
CFP Professional Education Program
Full Profile

Barbara Still Fayetteville, AR

Professions & Specialties

Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Regional Investment Officer at Regional Investment Firm, Regional Investment Officer at Regional...
Title:
Regional Investment Officer at Arvest Asset Management
Location:
Fayetteville, Arkansas Area
Industry:
Financial Services
Work history:
Regional Investment Firm Regional Investment Officersince Oct 2006Regional Investment Firm Regional Investment Officersince 2006
Skills:
Estate Planning
Certified Financial Planner
Full Profile

Marc Wolin Fayetteville, AR

Professions & Specialties

Team Leader • Operations Manager • Bank Examiner • Financial Compliance Examiner • Auditor

Experience & Education

Position:
Team Leader - Bank Examiner at Federal Deposit Insurance Corp.
Location:
Fayetteville, Arkansas Area
Industry:
Banking
Work history:
Federal Deposit Insurance Corp. Team Leader - Bank Examiner
CFP 1997
Full Profile

Edward Prewitt Fayetteville, AR

Professions & Specialties

Chief Executive Officer • Corporate Executive • Chief Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Secretary • Community Service Manager

Experience & Education

Position:
Managing Director - Investments at Wells Fargo Advisors, LLC
Location:
Fayetteville, Arkansas Area
Industry:
Financial Services
Work history:
Wells Fargo Advisors, LLC - Fayetteville, Arkansas AreaManaging Director - Investmentssince Sep 2001US Department of Commerce - Washington D.C. Metro AreaDeputy Assistant Secretary for Intergovernmental AffairsJun 1997 - Jan 2001
Certifications:
Certified Financial Planner, Certified Financial Panner Board of Standards, Inc.
Full Profile

Kyle Johnson Fayetteville, AR

Professions & Specialties

Puchasing and Estimating Manager • Sports Trainer • Sports Trainers • Owner • Financial Director • Chief Executive • Financial Officer • Financial Manager • Training and Coaching Professional • Professional Development Teacher • Trainer • Lecturer • Postsecondary Teacher

Experience & Education

Position:
Owner at Business Managers, LLC
Title:
Business Coach
Location:
Fayetteville, Arkansas Area
Industry:
Professional Training & Coaching
Work history:
Business Managers, LLC Ownersince Feb 2007Pontiac Coffee House Chief Financial OfficerMay 2003 - Feb 2005
CFP Professional Education Program
Full Profile

Renee Brida Fayetteville, AR

Professions & Specialties

Estate Planner • Certified Financial Planner • Puchasing and Estimating Manager • Owner • Chairperson • Chief Executive • Law Specialist • Associate Attorney • Lawyer • Operations Manager • Financial Manager • Bachelor of Arts • Juris Doctor • Non-Profit

Experience & Education

Position:
Owner And President at Law Office of S. Renee Brida
Title:
Owner, Law Office of S. Renee Brida
Location:
Fayetteville, Arkansas Area
Industry:
Law Practice
Work history:
Law Office of S. Renee Brida - Fayetteville, Arkansas AreaOwner And Presidentsince Jan 2013Hyden, Miron and Foster - Fayetteville, Arkansas AreaAssociate AttorneySep 2012 - Jan 2013
Skills:
Estate Planning, Probate, Non-profits, Fundraising, Philanthropy, Public Speaking, Planned Giving,...
Full Profile

Douglas Raines Fayetteville, AR

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Pastoral Worker • Clergy • Owner • Chief Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Community Pastor at Mosaic Fellowship, Owner at Cornerstone Financial Planning
Location:
Fayetteville, Arkansas Area
Industry:
Financial Services
Work history:
Mosaic Fellowship Community Pastorsince Jun 2010Cornerstone Financial Planning Ownersince Oct 2009
Certified Financial Planner practitioner with expe..
Full Profile

Paul Boss Fayetteville, AR

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Veterans Service Officer • Advisor • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Social Workers

Experience & Education

Position:
Insurance & Financial Advisor at USA Benefits Group, County Veterans Service Officer at Carroll ...
Title:
Insurance & Financial Advisor at USA Benefits Group
Location:
Fayetteville, Arkansas Area
Industry:
Financial Services
Work history:
USA Benefits Group - NationwideInsurance & Financial Advisorsince Jan 2013Carroll County Veterans Service Officer County Veterans Service Officersince Sep 2012
Full Profile

Jonathan Coker Fayetteville, AR

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Puchasing and Estimating Manager • Partner • Chief Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Manager • Student Worker

Experience & Education

Position:
Financial Advisor at Raymond James (Formerly Morgan Keegan)
Title:
Financial Advisor at Raymond James
Location:
Fayetteville, Arkansas Area
Industry:
Financial Services
Work history:
Raymond James (Formerly Morgan Keegan) Financial Advisorsince Jan 2009Merrill Lynch Financial AdvisorApr 2006 - Jan 2009
Certifications:
CERTIFIED FINANCIAL PLANNER, Certified Financial Planner Board of Standards Inc.
Full Profile

Ken Braunbach Fayetteville, AR

Professions & Specialties

Puchasing and Estimating Manager • Senior Director • Director • Senior Manager • Operations Manager • Financial Manager

Experience & Education

Position:
Senior Director-Transportation at Wal-Mart
Title:
Senior Director Transportation
Location:
Fayetteville, Arkansas Area
Industry:
Transportation/Trucking/Railroad
Work history:
Wal-Mart Senior Director-Transportationsince 2002JB Hunt Region DirectorFeb 1989 - Oct 2002
Certified Financial Planner
Full Profile

Tommy Karr Fayetteville, AR

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Financial Manager

Experience & Education

Position:
SVP & Trust Officer at Arvest Bank
Location:
Fayetteville, Arkansas Area
Industry:
Banking
Work history:
Arvest Bank - Arvest Bank, Fayetteville, ArkansasSVP & Trust Officersince Aug 1990First National Bank of Springdale Trust Division1987 - 1990
Skills:
Trusts, Banking, Series 7, Series 66, Series 24, Investments, Estate Administration, Revocable...
CFP
Full Profile

Kenneth Braunbach Fayetteville, AR

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Director • Operations Manager • Financial Manager • Bachelor of Science

Experience & Education

Title:
Senior Director-Transportation at Wal-Mart
Location:
Fayetteville, Arkansas Area
Industry:
Transportation/Trucking/Railroad
Full Profile

Certified Financial Planners near Fayetteville, AR012345Fort SmithBentonvilleRogersCentertonPrairie GroveSpringdale


Certified Financial Planners around Fayetteville, AR

Bentonville  (3)
Centerton  (1)
Fort Smith  (5)
Rogers  (2)
Springdale  (1)

Certified Financial Planners in Arkansas

Sub-specializations