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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
Tamara Miller (CRD# 4482242) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Lapeer, MI and has over 13 years of experience in the finance industry.
James Potter (CRD# 2275917) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Ortonville, MI and has over 31 years of experience in the finance industry.
Andrew Roosa (CRD# 5517520) is an Investment Advisor Representative working at Edward Jones in Almont, MI and has over 15 years of experience in the finance industry.
Tyson Schmidt (CRD# 4687280) is an Investment Advisor Representative working at Osaic Institutions, Inc. in Lapeer, MI and has over 20 years of experience in the finance industry.
Nathan Sealey (CRD# 2997307) is an Investment Advisor Representative and independent registered representative at Nfp Advisor Services, and has over 18 years of experience in the finance industry.
www.brassringwealth.com | @brassringwealth | 855- BRASSRW
248-913-2320 | [email protected]
Brass Ring Wealth Management (BRWM) is a Clarkston Based, family-owned financial planning practice that specializes in tax efficient financial planning. Proper management of your wealth is essential, and we believe you should work with us.
Our investment and insurance professionals assist clients...
Erica Sheridan (CRD# 4780692) is an Investment Advisor Representative working at Edward Jones in Lexington, MI and has over 17 years of experience in the finance industry.
Jason Smith (CRD# 6721477) is an Investment Advisor Representative working at Edward Jones in Sandusky, MI and has over 7 years of experience in the finance industry.
Mark Stein (CRD# 4735877) is an Investment Advisor Representative working at Mml Investors Services, LLC in Kimball, MI and has over 20 years of experience in the finance industry.
Karen Strader (CRD# 6887623) is an Investment Advisor Representative working at Edward Jones in Lapeer, MI and has over 5 years of experience in the finance industry.
Joseph Vitale (CRD# 1920232) is an Investment Advisor Representative working at American Retirement Advisors, Inc. in Metamora, MI and has over 34 years of experience in the finance industry.