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FINRA Securities Licensing

CFP® Certification

CLU® and ChFC®

AIC, ARM, CPCU® and INS

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4785 Emerald Way - Middletown, Ohio 45044 1-800-795-5347 or 513-422-4860 (outside the U.S. and Canada)
Certified Financial Planner Board of Standards Inc. owns the certification marks of CFP®, CERTIFIED FINANCIAL PLANNERâ„¢ and CFP (with flame logo)®.
CFA® and Chartered Financial Analyst® are trademarks owned by CFA Institute.
CLU® and ChFC® are registered marks owned by The American College.
CPCU® is a registered mark owned by the American Institute for Chartered Property Casualty Underwriters and the Insurance Institute of America.
Pass Perfect®, Smart 7®, Smart 63® and Smart 66® are all registered trademarks of Edward Fleur Financial Education Corporation