Investment Services
Financial Advisor Keith Eckhardt of Edward Jones Receives CERTIFIED FINANCIAL PLANNER Certification
COLORADO SPRINGS, Colo. — Financial Advisor Keith Eckhardt of the financial services firm Edward Jones in Colorado Springs, Colorado has received the CERTIFIED FINANCIAL PLANNER™, or CFP®, certification, granted by the Certified Financial Planner Board of Standards (CFP Board)….
Financial Advisor Frank Wynne of Edward Jones Receives Certified Private Wealth Advisor® Designation
COLORADO SPRINGS, Colo. — Financial Advisor Frank Wynne in Colorado Springs, Colorado has achieved the Certified Private Wealth Advisor®, or CPWA®, designation through the Investments & Wealth Institute®. Coursework was provided by the Yale School of Management….
HilltopSecurities Joins Agile’s Growing Broker-Dealer Network
PHILADELPHIA, Pa. — Agile, a groundbreaking fintech bringing mortgage lenders and broker-dealers onto a single electronic platform, is excited to announce that HilltopSecurities, a full-service investment bank and wealth advisory firm, has joined Agile’s broker-dealer network….
Palisade Capital Management Included in CNBC FA100 Ranking
FORT LEE, N.J. — Palisade Capital Management is proud to be included in CNBC’s Financial Advisor (FA) 100 rankings for the fourth year in a row – one of only two New Jersey-based firms to be recognized in the rankings. The “CNBC FA 100” honors advisory firms that help clients navigate their financial lives and achieve their financial objectives….
Palisade Capital Management Named a Top RIA by FA Magazine
FORT LEE, N.J. — Palisade Capital Management, LP has been recognized by Financial Advisor magazine as one of the top registered investment advisors in the country. For over 25 years, individuals and families have turned to Palisade Private Wealth Management for comprehensive wealth management….
Klingenstein Fields Advisors Named as one of America’s Top RIAs by Financial Advisor Magazine
NEW YORK, N.Y. — Financial Advisor Magazine has released its annual Registered Investment Advisor (RIA) rankings for 2023, and Klingenstein Fields Advisors is proud to announce that it has been ranked as one of the top RIAs with $1.0 billion or more in assets….
Christopher Henderson joins Palisade Capital Management
FORT LEE, N.J. — Palisade Capital Management, LP is pleased to announce Christopher Henderson has joined the firm as Managing Director, Head of Business Development. Chris will focus on further expanding Palisade’s institutional business….
Eckhardt Receives Edward Jones Award for Exceptional Achievement in Building Client Relationships
COLORADO SPRINGS, Colo. — Keith Eckhardt, an Edward Jones financial advisor in Colorado Springs, CO, recently received the firm’s exclusive Soar to Success Award for exceptional achievement in building client relationships within his first five years as a financial advisor. He was one of only 1,122 financial advisors firmwide to receive this award….
Financial Advisor Mike Biehl Receives Edward Jones Spirit of Caring Award
COLORADO SPRINGS, Colo. — Mike Biehl, an Edward Jones financial advisor in Colorado Springs, CO recently received the firm’s exclusive Spirit of Caring Award for 2023, designed to recognize those financial advisors who exemplify the values, culture and spirit of giving back….
Keith Eckhardt receives two Edward Jones Awards for Exceptional Achievement in Building Client Relationships
COLORADO SPRINGS, Colo. — Keith Eckhardt of the financial services firm Edward Jones in Colorado Springs, Colorado, was recently recognized for his exceptional achievement in building client relationships. Eckhardt received two Achievement Awards during the regional meeting in Snowmass Village, Colorado….