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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
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.
James Munn (CRD# 4185684) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Bay City, MI and has over 23 years of experience in the finance industry.
Richard Nelsen (CRD# 5223096) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Bay City, MI and has over 17 years of experience in the finance industry. Richard Nelsen 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.
Daniel Nelson (CRD# 5312672) is an Investment Advisor Representative working at Hantz Financial Services, Inc. in Bay City, MI and has over 16 years of experience in the finance industry.
Patrick Nelson (CRD# 5277489) is an Investment Advisor Representative working at Hantz Financial Services, Inc. in Bay City, MI and has over 17 years of experience in the finance industry.
Thomas Pellerito (CRD# 6149908) is an Investment Advisor Representative working at Hantz Financial Services, Inc. in Bay City, MI and has over 10 years of experience in the finance industry. Thomas Pellerito 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.
Leif Peterson (CRD# 5790305) is an Investment Advisor Representative working at Lpl Financial LLC in Bay City, MI and has over 13 years of experience in the finance industry.
Arielle Peterson Duranczyk (CRD# 6269266) is an Investment Advisor Representative working at Lpl Financial LLC in Bay City, MI and has over 9 years of experience in the finance industry.
Cody Pfaff (CRD# 6631205) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Bad Axe, MI and has over 7 years of experience in the finance industry.
Mark Recker (CRD# 5778143) is an Investment Advisor Representative working at Recker Financial LLC in Bay City, MI and has over 13 years of experience in the finance industry.