-
Distance Metro area (25 miles)
-
COMPENSATION Either
-
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
Richard Tsoumas (CRD# 3253796) is an Investment Advisor Representative working at Kestra Advisory Services, LLC in Battle Creek, MI and has over 24 years of experience in the finance industry. Richard Tsoumas 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.
Chris Vanderwaal (CRD# 3101656) is an Investment Advisor Representative working at Kestra Advisory Services, LLC in Battle Creek, MI and has over 25 years of experience in the finance industry.
David Walters (CRD# 4493228) is an Investment Advisor Representative working at Robert W. Baird & Company Incorporated in Battle Creek, MI and has over 22 years of experience in the finance industry.
Timothy Wendt (CRD# 2916521) is an Investment Advisor Representative working at Wendt Financial Advisors, LLC in Battle Creek, MI and has over 26 years of experience in the finance industry. Timothy Wendt 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.
Pamela Wesley (CRD# 5781821) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Battle Creek, MI and has over 12 years of experience in the finance industry.
Nicholas Acri (CRD# 7111615) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Battle Creek, MI and has over 2 years of experience in the finance industry. Nicholas Acri 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.
Chase Anthes (CRD# 6275609) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Battle Creek, MI and has over 9 years of experience in the finance industry.
Katie Atkinson (CRD# 6712118) is an Investment Advisor Representative working at Edward Jones in Battle Creek, MI and has 1 year of experience in the finance industry.
Seth Blakeslee (CRD# 7678092) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Battle Creek, MI and has 1 year of experience in the finance industry.
Whitney Doubleday (CRD# 7058023) is an Investment Advisor Representative working at Huntington Financial Advisors in Battle Creek, MI and has over 4 years of experience in the finance industry.