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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
David Kinney (CRD# 1478387) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Saint Joseph, MI and has over 38 years of experience in the finance industry.
Michael Kinney (CRD# 5439270) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Saint Joseph, MI and has over 16 years of experience in the finance industry.
Auna Kuehnle (CRD# 5463726) is an Investment Advisor Representative working at Fifth Third Securities, Inc. in New Buffalo, MI and has over 14 years of experience in the finance industry.
Ann Kuppe (CRD# 2482176) is an Investment Advisor Representative working at B. Riley Wealth Advisors, Inc. in Harbert, MI and has over 29 years of experience in the finance industry. Ann Kuppe 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.
Courtenay Lavigne (CRD# 5793030) is an Investment Advisor Representative working at Advice And Planning Services in Three Oaks, MI and has over 13 years of experience in the finance industry.
Brian Lee (CRD# 6511955) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Saint Joseph, MI and has over 8 years of experience in the finance industry. Brian Lee 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.
Joshua Leonard (CRD# 5947619) is an Investment Advisor Representative working at Leonard Advisory Group LLC in Saint Joseph, MI and has over 7 years of experience in the finance industry.
Dathan Lumpkins (CRD# 4697042) is an Investment Advisor Representative working at Wells Fargo Advisors in Saint Joseph, MI and has over 20 years of experience in the finance industry.
Kim Macgregor (CRD# 4333051) is an Investment Advisor Representative working at Edward Jones in Dowagiac, MI and has over 23 years of experience in the finance industry.
Gabriel Macias (CRD# 6297013) is an Investment Advisor Representative working at Lincoln Investment in Stevensville, MI and has over 9 years of experience in the finance industry.