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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
Kevin Finn (CRD# 4007131) is an Investment Advisor Representative working at Harbour Investments, Inc. in Charlevoix, MI and has over 24 years of experience in the finance industry.
Courtney Font (CRD# 4860482) is an Investment Advisor Representative working at Dynamic Wealth Advisors in Petoskey, MI and has over 19 years of experience in the finance industry. Courtney Font 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.
William Forreider (CRD# 5500529) is an Investment Advisor Representative working at Edward Jones in Gaylord, MI and has over 15 years of experience in the finance industry.
Matthew Glaser (CRD# 5487562) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Harbor Springs, MI and has over 16 years of experience in the finance industry.
Mitchell Glover (CRD# 1332527) is an Investment Advisor Representative working at Northwestern Mutual Investment Services,llc in Petoskey, MI and has over 35 years of experience in the finance industry.
William Hansen (CRD# 6817886) is an Investment Advisor Representative working at Dynamic Wealth Advisors in Petoskey, MI and has over 6 years of experience in the finance industry. William Hansen 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.
Paul Heneks (CRD# 243007) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Harbor Springs, MI and has over 28 years of experience in the finance industry.
Philip Hofweber (CRD# 5145416) is an Investment Advisor Representative working at Edward Jones in Gaylord, MI and has over 17 years of experience in the finance industry.
Jerry Hubbell (CRD# 2397815) is an Investment Advisor Representative working at Wealth Personal in Elk Rapids, MI and has over 30 years of experience in the finance industry.
Bryce Jenkins (CRD# 6147398) is an Investment Advisor Representative working at Lpl Financial LLC in Charlevoix, MI and has over 10 years of experience in the finance industry. Bryce Jenkins 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.