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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
Norman Kapp (CRD# 5642598) is an Investment Advisor Representative working at Primerica Advisors in Portage, MI and has over 14 years of experience in the finance industry.
Jeffrey Keessen (CRD# 4152068) is an Investment Advisor Representative working at Lpl Financial LLC in Hastings, MI and has over 23 years of experience in the finance industry.
Jerome Kessenich (CRD# 1027860) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Portage, MI and has over 42 years of experience in the finance industry. Jerome Kessenich 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.
Kerrie Kik (CRD# 3009849) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Portage, MI and has over 25 years of experience in the finance industry.
Corby Kiss (CRD# 2246712) is an Investment Advisor Representative working at Harbour Investments, Inc. in Richland, MI and has over 31 years of experience in the finance industry.
Robert Knapp (CRD# 3067366) is an Investment Advisor Representative working at Edward Jones in Hastings, MI and has over 23 years of experience in the finance industry.
Martin Latchaw (CRD# 4310598) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Charlotte, MI and has over 23 years of experience in the finance industry. Martin Latchaw 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.
James Lundin (CRD# 1931656) is an Investment Advisor Representative working at Edward Jones in Hastings, MI and has over 34 years of experience in the finance industry.
David Mabis (CRD# 6241387) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Richland, MI and has over 9 years of experience in the finance industry.
Karan Maurer (CRD# 2312604) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Portage, MI and has over 31 years of experience in the finance industry.