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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
David Lawson (CRD# 5533662) is an Investment Advisor Representative working at Edward Jones in Bad Axe, MI and has over 15 years of experience in the finance industry.
Matthew Leppek (CRD# 6930536) is an Investment Advisor Representative working at Edward Jones in Bay City, MI and has over 5 years of experience in the finance industry.
Stephen List (CRD# 811655) is an Investment Advisor Representative working at Equitable Advisors, LLC in Frankenmuth, MI and has over 40 years of experience in the finance industry.
Liu Liu (CRD# 6492216) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in Bridgeport, MI and has over 9 years of experience in the finance industry.
Erik Lundy (CRD# 2891937) is an Investment Advisor Representative working at Prospera Financial Services, Inc. in Bad Axe, MI and has over 26 years of experience in the finance industry.
Richard Marotzke (CRD# 4693568) is an Investment Advisor Representative working at Richmark Private Wealth Management in Frankenmuth, MI and has over 20 years of experience in the finance industry.
Steven Masker (CRD# 4699799) is an Investment Advisor Representative working at Lpl Financial LLC in Frankenmuth, MI and has over 5 years of experience in the finance industry.
Colin Maurer (CRD# 6060570) is an Investment Advisor Representative working at Edward Jones in Frankenmuth, MI and has over 11 years of experience in the finance industry.
Lee Miller (CRD# 3102001) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Bay City, MI and has over 25 years of experience in the finance industry. Lee Miller 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.
Wendy Mueller (CRD# 2134782) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Bay City, MI and has over 30 years of experience in the finance industry.