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Distance Only Bay City, MI
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COMPENSATION Either
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DESIGNATIONS
- CFA = Chartered Financial Analyst
- CFP = Certified Financial Planner
- ChFC = Chartered Financial Consultant
- CIMA = Certified Investment Management Analyst
- CDFA = Certified Divorce Financial Analyst
- CPA = Certified Public Accountant
- PFS = Personal Financial Specialist
- CFP
- CFA
- ChFC
- CDFA
- CPA
- CIMA
- PFS
Patrick Nelson (CRD# 5277489) is an Investment Advisor Representative working at Hantz Financial Services, Inc. in Bay City, MI and has over 17 years of experience in the finance industry.
Thomas Pellerito (CRD# 6149908) is an Investment Advisor Representative working at Hantz Financial Services, Inc. in Bay City, MI and has over 10 years of experience in the finance industry. Thomas Pellerito has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Leif Peterson (CRD# 5790305) is an Investment Advisor Representative working at Lpl Financial LLC in Bay City, MI and has over 13 years of experience in the finance industry.
Arielle Peterson Duranczyk (CRD# 6269266) is an Investment Advisor Representative working at Lpl Financial LLC in Bay City, MI and has over 9 years of experience in the finance industry.
Mark Recker (CRD# 5778143) is an Investment Advisor Representative working at Recker Financial LLC in Bay City, MI and has over 13 years of experience in the finance industry.
Andrew Schiefer (CRD# 4464516) is an Investment Advisor Representative working at Hantz Financial Services, Inc. in Bay City, MI and has over 21 years of experience in the finance industry.
Theodore Schumann (CRD# 5103648) is an Investment Advisor Representative working at Dbs Investment Advisers, LLC in Bay City, MI and has over 13 years of experience in the finance industry. Theodore Schumann has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Michael Staudacher (CRD# 2919854) is an Investment Advisor Representative working at Edward Jones in Bay City, MI and has over 26 years of experience in the finance industry.
Patrick Van Sumeren (CRD# 2154315) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Bay City, MI and has over 32 years of experience in the finance industry.
Michael Wegener (CRD# 2936134) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Bay City, MI and has over 26 years of experience in the finance industry.