Invested Better
Advisors in Bloomsburg, Pennsylvania
20 Results
Unclaimed

Thrivent Investment Management Inc.

location

Bloomsburg, PA

experience

4 Years Experience

0 Disclosures

ADVISOR BIO

Alexander Nole is a financial professional with a background in healthcare, insurance and education. Alexander has been in the financial industry since December 2020. Alexander holds Series 66, 7TO and SIE licenses and is registered in Pennsylvania and Alabama. Alexander is associated with Thrivent Investment Management Inc. where Alexander provides financial planning and portfolio management services for individuals.

SPECIALIZATIONS

Financial Planning Services
Portfolio Management for Individuals
Unclaimed

GWN Securities Inc.

location

BLOOMSBURG, PA

experience

25 Years Experience

0 Disclosures

ADVISOR BIO

Anne Lechien Barton is a registered representative with GWN Securities Inc. based in Bloomsburg, Pennsylvania. Anne has been working in the financial industry since August 1999, and has experience with a variety of firms including Money Concepts Capital Corp, PMG Securities Corporation and Royal Alliance Associates, Inc. Anne is licensed to sell securities in Delaware, Maryland, New Jersey, North Carolina, Oregon, Pennsylvania and West Virginia. Anne is a registered representative with FINRA and is licensed to sell securities under the Series 6 and SIE exams. Anne specializes in providing financial advice to individuals, corporations, and high-net-worth individuals.

SPECIALIZATIONS

Financial Planning Services
Selection of Other Advisors
Portfolio Management for Individuals
Market Timing Services
Unclaimed

Lincoln Investment

location

BLOOMSBURG, PA

experience

1 Years Experience

0 Disclosures

ADVISOR BIO

Ben Oliver Moore is a financial advisor with Lincoln Investment in Bloomsburg, Pennsylvania. Ben has been in the financial services industry for 2 years. Ben has licenses in Pennsylvania and New York and is also registered as an Investment Advisor in Pennsylvania. Ben specializes in insurance, financial planning, portfolio management and more. Ben can help individuals and businesses with a variety of financial needs.

SPECIALIZATIONS

Financial Planning Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Unclaimed

Lincoln Investment

location

BLOOMSBURG, PA

experience

18 Years Experience

0 Disclosures

ADVISOR BIO

Brad Warhurst is a financial advisor registered with Lincoln Investment and Capital Analysts. Brad has been in the industry since 2007 and is licensed to provide financial advice in several states. Brad provides a variety of financial services, including financial planning, portfolio management, and insurance products. Brad's firm, Lincoln Investment, manages over $17 billion in assets.

SPECIALIZATIONS

Financial Planning Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Unclaimed

Lincoln Investment

location

BLOOMSBURG, PA

experience

24 Years Experience

0 Disclosures

ADVISOR BIO

Brent Wesley Traugh is a financial advisor with over 20 years of experience in the financial services industry. Brent is currently registered with Lincoln Investment and Capital Analysts. Brent holds Series 6, 7, 24, and 63 licenses. He works with a variety of clients including high-net-worth individuals, corporations, charitable organizations, pension and profit-sharing plans, and individuals other than high-net-worth. Brent provides financial planning, portfolio management, and selection of other advisors. Brent also provides insurance services.

SPECIALIZATIONS

Financial Planning Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Unclaimed

Stifel, Nicolaus & Company, Inc.

location

BLOOMSBURG, PA

experience

36 Years Experience

0 Disclosures

ADVISOR BIO

Christopher Howell is a financial advisor with Stifel, Nicolaus & Company, Inc. Christopher has over 30 years of experience in the financial industry, starting his career in 1987. Christopher is a Registered Representative and Investment Advisor Representative, holding Series 7, 8, 9, 10, 63, and 65 licenses. Christopher is also a registered representative in 28 states and has worked with several financial institutions throughout his career. Christopher provides a range of financial services to individuals and businesses, including financial planning, portfolio management, and investment advisory services. Christopher’s clients are primarily high-net-worth individuals, but Christopher also works with businesses, insurance companies, charitable organizations, and other entities.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Thrivent Investment Management Inc.

location

Bloomsburg, PA

experience

20 Years Experience

0 Disclosures

ADVISOR BIO

David Gary Saul is an investment advisor representative with Thrivent Investment Management Inc., based in Bloomsburg, PA. David has been in the industry since February 2005, and holds multiple licenses and registrations in various states. David is registered as an Investment Advisor Representative in Pennsylvania.

SPECIALIZATIONS

Financial Planning Services
Portfolio Management for Individuals
Unclaimed

Lincoln Investment

location

BLOOMSBURG, PA

experience

1 Years Experience

0 Disclosures

ADVISOR BIO

Edward Alan Isenberg is a financial advisor with Lincoln Investment and Capital Analysts. Edward is licensed to provide investment advice in Pennsylvania. Edward specializes in financial planning, portfolio management for individuals and businesses and selection of other advisors. Edward has been in the financial services industry since 2024.

SPECIALIZATIONS

Financial Planning Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Unclaimed

Oppenheimer & Co. Inc.

location

BLOOMSBURG, PA

experience

59 Years Experience

0 Disclosures

ADVISOR BIO

Elmer David Robinson is a financial advisor with Oppenheimer & Co. Inc. in Bloomsburg, Pennsylvania. Elmer has been in the financial services industry since 1966 and has held various positions at different firms. Elmer is registered with the Financial Industry Regulatory Authority (FINRA) and the Securities and Exchange Commission (SEC) as a general securities representative.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Thrivent Investment Management Inc.

location

Bloomsburg, PA

experience

4 Years Experience

0 Disclosures

ADVISOR BIO

Heather Claire Zika is a licensed and registered securities professional with Thrivent Investment Management Inc. Heather has been in the financial services industry since April 2021. She is registered in the state of Pennsylvania as a licensed securities representative. Heather holds the Series 63, Series 6TO, and the SIE examinations. Heather currently works out of the Bloomsburg, PA office.

SPECIALIZATIONS

Financial Planning Services
Portfolio Management for Individuals

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