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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
Anthony Mogle (CRD# 2018286) is an Investment Advisor Representative working at Next Financial Group, Inc. in Jackson, MI and has over 33 years of experience in the finance industry.
Kimmy Morris (CRD# 5137390) is an Investment Advisor Representative working at Fifth Third Securities, Inc. in Hillsdale, MI and has over 17 years of experience in the finance industry.
Justin Mulholland (CRD# 4932710) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Ann Arbor, MI and has over 18 years of experience in the finance industry.
Andrew Musbach (CRD# 6378110) is an Investment Advisor Representative working at Md Wealth Management, LLC in Chelsea, MI and has over 9 years of experience in the finance industry. Andrew Musbach 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.
Gautam Muthusamy (CRD# 6222303) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Saline, MI and has over 10 years of experience in the finance industry.
Colleen Newton (CRD# 7077266) is an Investment Advisor Representative working at Edward Jones in Manchester, MI and has over 5 years of experience in the finance industry.
Daniel Nickodemus (CRD# 2098596) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Chelsea, MI and has over 33 years of experience in the finance industry. Daniel Nickodemus 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.
Charles O'quinn (CRD# 5726454) is an Investment Advisor Representative working at Edward Jones in Chelsea, MI and has over 14 years of experience in the finance industry.
Brent Oliver (CRD# 6259645) is an Investment Advisor Representative working at Avery Wealth, Inc. in Jackson, MI and has over 10 years of experience in the finance industry. Brent Oliver 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.
Luke Panning (CRD# 6271150) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Saline, MI and has over 10 years of experience in the finance industry. Luke Panning 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.