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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
Robert Baidel (CRD# 2634991) is an Investment Advisor Representative working at Ameriprise Financial Services, Inc. in Brighton, MI and has over 22 years of experience in the finance industry. Robert Baidel 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.
Michael Balagna (CRD# 1024930) is an Investment Advisor Representative working at Lpl Financial LLC in Brighton, MI and has over 35 years of experience in the finance industry. Michael Balagna 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.
Millard Coleman Ii (CRD# 2483172) is an Investment Advisor Representative working at Horace Mann Investors, Inc. in Brighton, MI and has over 19 years of experience in the finance industry. Millard Coleman Ii 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.
Scott Davis (CRD# 2493331) is an Investment Advisor Representative working at Signator Investors, Inc. in Brighton, MI and has over 23 years of experience in the finance industry. Scott Davis 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.
Michael Demeyere (CRD# 3220368) is an Investment Advisor Representative working at Summit Wealth Strategies Group, LLC in Brighton, MI and has over 18 years of experience in the finance industry. Michael Demeyere 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.
Mark Garbacik (CRD# 1522425) is an Investment Advisor Representative working at Old Oak Financial Planning, Inc. in Brighton, MI and has over 25 years of experience in the finance industry. Mark Garbacik 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.
Albert Herzog (CRD# 1187236) is an Investment Advisor Representative working at Executive Wealth Management, LLC in Brighton, MI and has over 29 years of experience in the finance industry. Albert Herzog 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.
Eric Jacobs (CRD# 2297758) is an Investment Advisor Representative working at Ameriprise Financial Services, Inc. in Brighton, MI and has over 25 years of experience in the finance industry. Eric Jacobs 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.
Leslie Joerke (CRD# 2632541) is an Investment Advisor Representative working at Ameriprise Financial Services, Inc. in Brighton, MI and has over 22 years of experience in the finance industry. Leslie Joerke 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.
Michael Lay (CRD# 5201752) is an Investment Advisor Representative working at Executive Wealth Management, LLC in Brighton, MI and has over 10 years of experience in the finance industry. Michael Lay 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.