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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
Krystal Knipp (CRD# 6855003) is an Investment Advisor Representative working at Hantz Financial Services, Inc. in Bay City, MI and has 1 year of experience in the finance industry.
Logan Maier (CRD# 7079631) is an Investment Advisor Representative working at Lpl Financial LLC in Bay City, MI and has over 4 years of experience in the finance industry.
Scott Miller (CRD# 7142918) is an Investment Advisor Representative working at Edward Jones in Bay City, MI and has over 4 years of experience in the finance industry.
Zachary Rivard (CRD# 7153866) is an Investment Advisor Representative working at Dbs Investment Advisers, LLC in Bay City, MI and has over 4 years of experience in the finance industry.
Cole Stephens (CRD# 7164972) is an Investment Advisor Representative working at Hantz Financial Services, Inc. in Bay City, MI and has over 4 years of experience in the finance industry.
Erik Thompson (CRD# 6701093) is an Investment Advisor Representative working at Mid Michigan Insurance And Financial Services LLC in Bay City, MI and has over 7 years of experience in the finance industry.
Charisse Veresh (CRD# 5466242) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Bay City, MI and has over 5 years of experience in the finance industry.
Katherine Wohlfeil (CRD# 5483709) is an Investment Advisor Representative working at Edward Jones in Bay City, MI and has over 4 years of experience in the finance industry.
Adam Wohlscheid (CRD# 7132069) is an Investment Advisor Representative working at Lpl Financial LLC in Bay City, MI and has over 3 years of experience in the finance industry. Adam Wohlscheid 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.
Olivia Zwetzig (CRD# 7592258) is an Investment Advisor Representative working at Edward Jones in Bay City, MI and has 1 year of experience in the finance industry.