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Distance Only Brighton, 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
Duane Johnson (CRD# 3188046) is an Investment Advisor Representative working at Executive Wealth Management, LLC in Brighton, MI and has over 25 years of experience in the finance industry.
Bradley Jones (CRD# 5115050) is an Investment Advisor Representative working at Ae Wealth Management, LLC in Brighton, MI and has over 18 years of experience in the finance industry.
Jennifer Jones (CRD# 4838195) is an Investment Advisor Representative working at Onedigital Investment Advisors in Brighton, MI and has over 19 years of experience in the finance industry. Jennifer Jones 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.
Michelle Joseph (CRD# 4196929) is an Investment Advisor Representative working at Lpl Financial LLC in Brighton, MI and has over 23 years of experience in the finance industry.
Neil Kaplan (CRD# 6759430) is an Investment Advisor Representative working at Caitlin John in Brighton, MI and has over 7 years of experience in the finance industry.
Andrea Kean (CRD# 1407427) is an Investment Advisor Representative working at Edward Jones in Brighton, MI and has over 29 years of experience in the finance industry.
Robert Ketola (CRD# 268767) is an Investment Advisor Representative working at Equitable Advisors, LLC in Brighton, MI and has over 40 years of experience in the finance industry.
Adam Kulesza (CRD# 4770420) is an Investment Advisor Representative working at Executive Wealth Management, LLC in Brighton, MI and has over 19 years of experience in the finance industry. Adam Kulesza 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.
Matthew Lamarre (CRD# 5700217) is an Investment Advisor Representative working at Caitlin John in Brighton, MI and has over 13 years of experience in the finance industry.
John Lambert (CRD# 2399193) is an Investment Advisor Representative working at Caitlin John in Brighton, MI and has over 30 years of experience in the finance industry. John Lambert 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.