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Distance Metro area (25 miles)
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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
Aaron Larson (CRD# 7655577) is an Investment Advisor Representative working at Olympus Peaks Financial, LLC in Sandy, UT and has 1 year of experience in the finance industry.
Claire Larson (CRD# 4847344) is an Investment Advisor Representative working at Edward Jones in Ada, MI and has over 3 years of experience in the finance industry.
Amanda Opulskas (CRD# 6614834) is an Investment Advisor Representative working at Usa Financial Securities Corporation in Ada, MI and has over 7 years of experience in the finance industry.
Ross Poole (CRD# 4121363) is an Investment Advisor Representative working at Usa Financial Securities Corporation in Ada, MI and has over 3 years of experience in the finance industry.
Michael Rock (CRD# 7162537) is an Investment Advisor Representative working at Usa Financial Securities Corporation in Ada, MI and has 1 year of experience in the finance industry.
Mitchell Schultz (CRD# 7443427) is an Investment Advisor Representative working at Usa Financial Securities Corporation in Ada, MI and has 1 year of experience in the finance industry.
Michael Sonday (CRD# 3259103) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Ada, MI and has over 24 years of experience in the finance industry.
Dawn Thomason (CRD# 5275125) is an Investment Advisor Representative working at Usa Financial Securities Corporation in Ada, MI and has over 17 years of experience in the finance industry.
Elizabeth Williams (CRD# 6797862) is an Investment Advisor Representative working at Usa Financial Securities Corporation in Ada, MI and has over 3 years of experience in the finance industry.
Sara Wolf (CRD# 6748210) is an Investment Advisor Representative working at Usa Financial Securities Corporation in Ada, MI and has over 2 years of experience in the finance industry. Sara Wolf 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.