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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
Christopher Barton (CRD# 6419482) is an Investment Advisor Representative working at Bankers Life Advisory Services, Inc. in Portage, MI and has over 9 years of experience in the finance industry.
Kelly Bibb (CRD# 5277988) is an Investment Advisor Representative working at Edward Jones in Sturgis, MI and has over 17 years of experience in the finance industry.
Matthew Bolton (CRD# 5688695) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Vicksburg, MI and has over 14 years of experience in the finance industry. Matthew Bolton 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.
Kevin Bontrager (CRD# 4744786) is an Investment Advisor Representative working at Northwestern Mutual Investment Services,llc in Angola, IN and has over 20 years of experience in the finance industry.
David Booko (CRD# 1895191) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Three Rivers, MI and has over 35 years of experience in the finance industry.
Jordan Booko (CRD# 4746645) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Three Rivers, MI and has over 7 years of experience in the finance industry.
Sue Brenner (CRD# 4239741) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Portage, MI and has over 15 years of experience in the finance industry.
Nathan Brown (CRD# 6436627) is an Investment Advisor Representative working at Edward Jones in Sturgis, MI and has over 9 years of experience in the finance industry.
Melissa Budak (CRD# 5521504) is an Investment Advisor Representative working at Key Investment Services LLC in Angola, IN and has over 15 years of experience in the finance industry.
Logan Bullard (CRD# 4701651) is an Investment Advisor Representative working at Fifth Third Securities, Inc. in Portage, MI and has over 20 years of experience in the finance industry.