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Certified Financial Planners in Arkansas

Certified Financial Planners in Little Rock, AR

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Here is a complete list of nearly all local Certified Financial Planners in Little Rock, AR.

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34 results found

Chase Chandler Little Rock, AR

Professions & Specialties

Certified Financial Planner • Financial Consultant • Estate Planner • Puchasing and Estimating Manager • Financial Services Professional • Financial Services Sales Agent • Managing Partner • Chief Executive Officer • Partner • Chief Executive • Corporate Executive • Financial Manager • Medical Practice Professional • Medical Practitioner • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Analyst • Representative • Security • Underwriter

Experience & Education

Position:
CEO & Managing Partner at Chandler Advisors & Strategic Capital Research
Title:
CEO & Managing Partner, Chandler Advisors & Strategic Capital Research
Location:
Little Rock, Arkansas Area
Industry:
Financial Services
Work history:
Chandler Advisors & Strategic Capital Research CEO & Managing Partnersince 2012Physicians Nationwide Regional Representative2010 - 2012
Skills:
Leadership, Sales, Finance, Wealth Accumulation, Financial Analysis, Insurance, Life Insurance,...
Full Profile

Abigail Murdoch Little Rock, AR

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Financial Manager

Experience & Education

Title:
Certified Financial Planner at Cardinal Investment Group
Location:
Little Rock, Arkansas Area
Industry:
Investment Management
Full Profile

Roy Stephens Little Rock, AR

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Financial Planner • Portfolio Manager • Financial Services Professional • Financial Services Sales Agent • Financial Management Analyst • Investment Analyst • Manager • Financial Manager • Operations Manager • Advisor • Chief Executive • Construction • Team Member • Finance and Accounting Specialist • Financial Analyst • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Investment Manager and Certified Financial Planner at CrossCurrent WealthManagement, LLC
Location:
Little Rock, Arkansas Area
Industry:
Investment Management
Work history:
CrossCurrent WealthManagement, LLC Investment Manager and Certified Financial Plannersince Jul 2010H&R Block Tax Pro2012 - 2013
Skills:
Valuation, Retirement Planning, Strategic Financial Planning, Investments, Portfolio Management,...
Full Profile

Frank Kelly Little Rock, AR

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Owner • Chairperson • Chief Executive • Financial Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Operations Manager

Experience & Education

Position:
Chairman at Arkansas Renewable Energy Association, Owner at Solar Source Consulting, CFP at Ifrah...
Title:
Owner at Solar Source Consulting
Location:
Little Rock, Arkansas Area
Industry:
Financial Services
Work history:
Arkansas Renewable Energy Association Chairmansince Jan 2010Solar Source Consulting Ownersince Oct 2006
Skills:
Sustainability, Strategic Planning, Green Building, Risk Management, Energy Conservation, New...
Full Profile

Kale Simpson Little Rock, AR

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Chairperson • Chief Executive Officer • Assistant Vice President • Chief Executive • Corporate Executive • Vice President • Financial Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Premier • Government Service Executive • Government Administration Officer • Civil Servant

Experience & Education

Position:
President at The Simpson Group, Inc. member NAA
Title:
President & CEO
Location:
Little Rock, Arkansas Area
Industry:
Financial Services
Work history:
The Simpson Group, Inc. member NAA Presidentsince Nov 2010Bank of America Merrill Lynch Assistant Vice PresidentMay 2004 - Jul 2010
..portfolio and also pursuing the CFP designation
Full Profile

Richard Yada Little Rock, AR

Professions & Specialties

Certified Financial Planner • Financial Consultant • Puchasing and Estimating Manager • Financial Services Professional • Financial Services Sales Agent • Chief Executive Officer • Corporate Executive • Chief Executive • Financial Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Financial Advisor and Certified Financial Planner at LPL Financial, Managing director at National...
Title:
Managing director at National College Planning, LLC
Location:
Little Rock, Arkansas Area
Industry:
Financial Services
Work history:
LPL Financial - Little Rock, Arkansas AreaFinancial Advisor and Certified Financial Plannersince May 2009National College Planning, LLC - 11601 Pleasant Ridge Rd. suite 101; Little Rock, AR 72212Managing directorsince May 2009
Full Profile

John Mckinley Little Rock, AR

Professions & Specialties

Financial Consultant • Certified Financial Planner • Financial Services Professional • Financial Services Sales Agent • Puchasing and Estimating Manager • Advisor • Supervisor • Managers • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Manager

Experience & Education

Position:
Financial Advisor for Private Wealth Advisor G. Stephen White, CFP at Ameriprise Financial...
Location:
Little Rock, Arkansas Area
Industry:
Financial Services
Work history:
Ameriprise Financial Services, Inc. - North Little Rock, ArkansasFinancial Advisor for Private Wealth Advisor G. Stephen White, CFPsince Apr 2011Ameriprise Financial Services, Inc. Field Compliance SupervisorOct 1995 - Jul 2010
Full Profile

Chad Carlson Little Rock, AR

Professions & Specialties

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

Experience & Education

Position:
Sr. Vice President, CERTIFIED FINANCIAL PLANNER (TM) at Delta Trust Investments, Inc.
Location:
Little Rock, Arkansas
Industry:
Financial Services
Work history:
Delta Trust Investments, Inc. - Little Rock, ArkansasSr. Vice President, CERTIFIED FINANCIAL PLANNER (TM)since Apr 2001
Certifications:
CERTIFIED FINANCIAL PLANNER (TM), CFP Board of Standards
Full Profile

Gail Murdoch Little Rock, AR

Professions & Specialties

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

Experience & Education

Position:
Owner at Cardinal Investment Group, Certified Financial Planner™ at Cardinal Investment Group
Title:
Certified Financial Planner™ at Cardinal Investment Group
Location:
Little Rock, Arkansas Area
Industry:
Investment Management
Work history:
Cardinal Investment Group Ownersince Jun 2008Cardinal Investment Group Certified Financial Planner™since Jun 2008
Full Profile

Frank Kelly Little Rock, AR

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Owner • Chairperson • Chief Executive • Financial Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Chairman at Arkansas Renewable Energy Association, Owner at Solar Source Consulting, CFP at Ifrah...
Title:
Owner at Solar Source Consulting
Location:
Little Rock, Arkansas Area
Industry:
Financial Services
Work history:
Arkansas Renewable Energy Association Chairmansince Jan 2010Solar Source Consulting Ownersince Oct 2006
Full Profile

Diane Butturff Little Rock, AR

Professions & Specialties

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

Experience & Education

Position:
Certified Financial Planner at Northwestern Mutual
Title:
Northwestern Mutual, Financial Representative
Location:
Little Rock, Arkansas Area
Industry:
Financial Services
Work history:
Northwestern Mutual Certified Financial Plannersince Dec 1979
Skills:
Retirement, Estate Planning, Retirement Planning, Series 6, Fixed Annuities, Wealth Accumulation,...
Full Profile

Kyle Pitts Little Rock, 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 Ifrah Financial Services, Inc.
Location:
Little Rock, Arkansas Area
Industry:
Financial Services
Work history:
Ifrah Financial Services, Inc. Certified Financial Planner
Full Profile

Anna Olive Little Rock, AR

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Co-Owner • Owner • Chief Executive • Financial Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Co-Owner at AJ's Hauling, Paraplanner at Ameriprise Financial Services, Inc.
Title:
Ameriprise Financial
Location:
Little Rock, Arkansas Area
Industry:
Financial Services
Work history:
AJ's Hauling Co-Ownersince 2011Ameriprise Financial Services, Inc. Paraplannersince 2003
CFP
Full Profile

Jim Olmedo Little Rock, AR

Professions & Specialties

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

Experience & Education

Position:
FA CFP at Morgan Stanley
Location:
Little Rock, Arkansas Area
Industry:
Financial Services
Work history:
Morgan Stanley FA CFP
Full Profile

Terry Cruce Little Rock, 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 Edward Jones
Location:
Little Rock, Arkansas Area
Industry:
Financial Services
Work history:
Edward Jones Certified Financial Planner
Full Profile

Lisa Rabatin Little Rock, AR

Professions & Specialties

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

Experience & Education

Title:
CFP at Delta Trust Investments, Inc.
Location:
Little Rock, Arkansas Area
Industry:
Financial Services
Full Profile

Kevin Brown Little Rock, AR

Professions & Specialties

Financial Consultant • Certified Financial Planner • Financial Services Professional • Financial Services Sales Agent • Puchasing and Estimating Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Manager

Experience & Education

Title:
Financial Advisor, CFP
Location:
Little Rock, Arkansas Area
Industry:
Financial Services
Full Profile

Arlene Obrzut Little Rock, AR

Professions & Specialties

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

Experience & Education

Position:
CFP at Linsco Private Ledger
Location:
Little Rock, Arkansas Area
Industry:
Financial Services
Work history:
Linsco Private Ledger CFP
Full Profile

John Haman Little Rock, AR

Professions & Specialties

Financial Planner • Certified Financial Planner • Financial Services Professional • Financial Services Sales Agent • Financial Management Analyst • Puchasing and Estimating Manager • Representative • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Account Service Manager • Client Service Officer • Customer Service • Underwriter • Certified Nurse Aide • Nurse • Nurse Practitioner • Advertising Professional • Advertising Sales Agent • Jurist • Legal Counsel • Financial Manager

Experience & Education

Position:
Financial Representative and Disability Income Specialist at Northwestern Mutual
Location:
Little Rock, Arkansas Area
Industry:
Financial Services
Work history:
Northwestern Mutual Financial Representative and Disability Income Specialistsince Apr 2004Mangan Holcomb Rainwater Culpepper Public Relations Account Executive2001 - 2004
Skills:
Income protection, wealth accumulation, wealth preservation and distribution, A careful personal...
Full Profile

Kris Boyd Little Rock, AR

Professions & Specialties

Estate Planner • Certified Financial Planner • Puchasing and Estimating Manager • Chairperson • Partner • Chief Executive • Law Specialist • Lawyers • Financial Manager • Independent Contractor • Advisor • Personal Care Aide • Clerical Specialist • Contractor • Independent Business Owners

Experience & Education

Position:
President at Kris M. Boyd, P.A.
Title:
Helping families plan for their future.
Location:
Little Rock, Arkansas Area
Industry:
Law Practice
Work history:
Kris M. Boyd, P.A. Presidentsince Sep 2007Butler, Green & Boyd PartnerJul 2006 - Sep 2007
Skills:
Litigation, Wills, Estate Planning, Trusts, Business Organization, Elder Law, Powers of Attorney,...
Full Profile

Jill Floyd Little Rock, AR

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Partner • Founder • Chief Executive Officer • Chief Executive • Founding Member • Corporate Executive • Construction • Non-Profit • Production Manager • Financial Manager • Food service • Equipment Tools Purchasing Agent • Supplier • Buyer and Seller • Sales Representative • Department Store Salesperson • Retail Professional • Retail Salesperson • Services Professional • Sales and Service Specialist • Sales Agent • Master of Business Administration • Master of Science • Bachelor of Science • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Automotive Specialist • Automotive Professional • Property Manager • Real Estate Manager

Experience & Education

Position:
Founding Partner at Debt Free Divas, Founder/CEO at Each1 Reach1
Title:
Partner at Debt Free Divas
Location:
Little Rock, Arkansas Area
Industry:
Construction
Work history:
Debt Free Divas Founding Partnersince May 2010Each1 Reach1 Founder/CEOsince 2005
CFP study group 2010 and 2011
Full Profile

John Robinson Little Rock, AR

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Financial Analyst • Branch Manager • Field Marketing Specialist • Marketing Administrator • Marketing Manager • Financial Manager • Software Tester • Computer Specialist • Economist • Geoscientist • Master of Business Administration • Team Member • Managers

Experience & Education

Position:
Sr. Financial Analyst at Financial Management Inc.
Title:
Investment Strategist
Location:
Little Rock, Arkansas Area
Industry:
Investment Management
Work history:
Financial Management Inc. Sr. Financial Analystsince 1986Texas Instruments Branch ManagerJul 1979 - Aug 1986
Languages:
English, Russian, French, Spanish
Certifications:
Certified Financial Planner(TM), Certified Financial Planner Board of Standards, Inc.
Certificate in Quantitative Finance, 7City Learning
Full Profile

Andy Arnold Little Rock, AR

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Loan Officers • Puchasing and Estimating Manager • Security • Advisor • Vice President • Chief Executive • Financial Manager • Master of Business Administration • Bachelor of Business Administration • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Trust Law Attorney • Lawyers

Experience & Education

Position:
Vice President & Wealth Advisor at First Security Bank
Title:
Trust & Wealth Management at First Security Bank
Location:
Little Rock, Arkansas Area
Industry:
Investment Management
Work history:
First Security Bank - Little Rock, Arkansas AreaVice President & Wealth Advisorsince Mar 2012Merrill Lynch Financial AdvisorJun 2010 - Mar 2012
Skills:
Wealth Management, Financial Analysis, Banking, Mortgage Lending, Loans, Credit, Investments,...
Certifications:
CERTIFIED FINANCIAL PLANNER (TM), CFP Board of Standards
Chartered Life Underwriter (R), The American College
Full Profile

William Tollett Little Rock, AR

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Chief Executive Officer • Corporate Executive • Chief Executive • Operations Manager • Organization Management • Financial Manager • Non-Profit • Philanthrope • Clergy • Religious Worker

Experience & Education

Position:
Executive Director at Union Rescue Mission
Location:
Little Rock, Arkansas Area
Industry:
Nonprofit Organization Management
Work history:
Union Rescue Mission Executive Directorsince Oct 2006Association of Gospel Rescue Missions Member2006 - 2010
Full Profile

J. Treat Little Rock, AR

Professions & Specialties

Financial Consultant • Certified Financial Planner • Puchasing and Estimating Manager • Financial Services Professional • Financial Services Sales Agent • Vice President • Chief Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Manager • Financial Manager • Operations Manager • Medical Laboratory Technician • Medical Laboratory Professional • Medical Laboratory Technologist • Advisor • Trust Law Attorney • Lawyers

Experience & Education

Position:
Vice President/Trust Officer at First Community Bank
Location:
Little Rock, Arkansas Area
Industry:
Financial Services
Skills:
Oil/Natural Gas Management, Asset Protection, Long Term Care Preplanning, Investment Management,...
Full Profile

Lori Jones Little Rock, AR

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Director • Financial Manager • Financial Director • Operations Manager • Financial Officer • Organization Management • HR Manager • Bachelors Degree • Finance and Accounting Specialist • Compensations and Benefits • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Director of Planned Giving at Hendrix College
Location:
Little Rock, Arkansas Area
Industry:
Nonprofit Organization Management
Work history:
Hendrix College - Conway, ARDirector of Planned Givingsince Aug 2010Waller Investments - Little Rock, Arkansas AreaFinancial Manager2007 - 2010
Certifications:
Certified Financial Planner
Full Profile

Jennifer Pierce Little Rock, AR

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Law Specialist • Lawyers • Bachelor of Business Administration • Financial Manager

Experience & Education

Position:
Attorney at Mitchell Williams Selig Gates & Woodyard, PLLC
Location:
Little Rock, Arkansas Area
Industry:
Law Practice
Work history:
Mitchell Williams Selig Gates & Woodyard, PLLC Attorney
Full Profile

Garet Philbrook Little Rock, AR

Professions & Specialties

Teller • Certified Financial Planner • Puchasing and Estimating Manager • Analyst • Apprentice • Analysts • Student Worker • Financial Manager • Construction • Office Clerk • Clerical Specialist • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Bachelor of Business Administration • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Executive Risk Analyst at Regions Insurance
Location:
Little Rock, Arkansas
Industry:
Insurance
Work history:
Regions Insurance - Little Rock, Arkansas AreaExecutive Risk Analystsince Jan 2013UBS Financial Services InternJul 2012 - Apr 2013
Full Profile

Barry Corkern Little Rock, AR

Professions & Specialties

Puchasing and Estimating Manager • Owner • Chairperson • Chief Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Manager • Trust Law Attorney • Lawyers • Analysts

Experience & Education

Position:
Owner at Barry M. Corkern & Co., Inc.
Title:
Owner, Barry M. Corkern & Co., Inc.
Location:
Little Rock, Arkansas Area
Industry:
Financial Services
Work history:
Barry M. Corkern & Co., Inc. OwnerContourMed, Inc. Chairman2006 - 2011
Certified Financial Planner
Full Profile

Ken Clark Little Rock, AR

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Chairperson • Chief Executive • Psychologist • Adjunct Instructor • Lecturer • Postsecondary Teacher • Psychology Specialist • Operations Manager • Financial Manager • Physical Therapy Specialist • Bachelor of Science • Business Administrator

Experience & Education

Position:
Campus College Chair of the College of Social Sciences at University of Phoenix
Title:
Campus College Chair of Social Sciences at University of Phoenix
Location:
Little Rock, Arkansas Area
Industry:
Higher Education
Work history:
University of Phoenix Campus College Chair of the College of Social Sciencessince Aug 2009University of Phoenix Adjunct FacultyJan 2009 - Jul 2009
Full Profile

Raymond Bertasi Little Rock, AR

Professions & Specialties

Puchasing and Estimating Manager • Financial Services Professional • Financial Services Sales Agent • Chief Executive Officer • Director • Corporate Executive • Chief Executive • Operations Manager • Advisor • Certified Nurse Aide • Nurse • Nurse Practitioner • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Manager • Student Worker

Experience & Education

Position:
Managing Director/Wealth Management Advisor at Northwestern Mutual (Bertasi Financial Group)
Location:
Little Rock, Arkansas Area
Industry:
Financial Services
Work history:
Northwestern Mutual (Bertasi Financial Group) Managing Director/Wealth Management Advisorsince Sep 1978Northwestern Mutual Mananging Director1973 - 2010
Certified Financial Planner,CFP,
Full Profile

Jason Feilke Little Rock, AR

Professions & Specialties

Puchasing and Estimating Manager • Director • Operations Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Advisor • Financial Manager • Trust Law Attorney • Lawyers

Experience & Education

Position:
Director of Retirement Plan Services at Meridian Investment Advisors
Location:
Little Rock, Arkansas
Industry:
Financial Services
Work history:
Meridian Investment Advisors Director of Retirement Plan Servicessince Jul 2012BKD Wealth Advisors, LLC Supervising AdvisorJun 2010 - Jun 2012
Certifications:
CFP®, Certified Financial Planner Board of Standards, Inc.
Full Profile

Arthur Palmer Little Rock, AR

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Underwriter • Representative • Assistant Vice President • Financial Manager • Vice President • Chief Executive • Bachelor of Science

Experience & Education

Work

Company:
Cornerstone mortgage center - Little Rock, AR
Credit management
Company:
Eng lending - Little Rock, AR
Mortgage loan underwriter

Skills

Operations, Risk Management, Asset Management, Credit Analysis, Tax Analysis, Regulatory...
Full Profile

Don Rodgers Little Rock, AR

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Owner • Chief Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Manager • Operations Manager

Experience & Education

Position:
Owner at Rock Capital Management
Title:
Owner, Rock Capital Management
Location:
Little Rock, Arkansas Area
Industry:
Financial Services
Work history:
Rock Capital Management - 11300 N. Rodney Parham Rd., Suite 240, Little Rock, AR 72212Ownersince Mar 2007Merrill Lynch Financial AdvisorFeb 2004 - Mar 2007
Certified Financial Planner Board of Standards
Full Profile

Certified Financial Planners near Little Rock, AR012ConwayNorth Little Rock


Certified Financial Planners around Little Rock, AR

Conway  (2)

Certified Financial Planners in Arkansas

Sub-specializations