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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
Michelle Shawn (CRD# 5480404) is an Investment Advisor Representative working at Retirement & Investment Planning, Inc. in Petoskey, MI and has over 10 years of experience in the finance industry.
Thomas Shelder (CRD# 5939391) is an Investment Advisor Representative working at &partners in Elk Rapids, MI and has over 12 years of experience in the finance industry. Thomas Shelder 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.
Craig Simmons (CRD# 2903035) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Petoskey, MI and has over 23 years of experience in the finance industry.
Tabatha Simpson (CRD# 6135226) is an Investment Advisor Representative working at Edward Jones in Gaylord, MI and has over 7 years of experience in the finance industry. Tabatha Simpson 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.
Courtney Sparks (CRD# 6248084) is an Investment Advisor Representative working at Lpl Financial LLC in Gaylord, MI and has over 9 years of experience in the finance industry.
Tyler Spence (CRD# 3155803) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Petoskey, MI and has over 25 years of experience in the finance industry.
Austin Spires (CRD# 6599045) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Gaylord, MI and has over 7 years of experience in the finance industry.
Toni Straughen (CRD# 6960912) is an Investment Advisor Representative working at Edward Jones in Gaylord, MI and has over 5 years of experience in the finance industry.
Robert Waldvogel (CRD# 4670879) is an Investment Advisor Representative working at Edward Jones in Petoskey, MI and has over 20 years of experience in the finance industry.
Marianne Watson (CRD# 4546166) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Harbor Springs, MI and has over 21 years of experience in the finance industry.