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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
William Hansen (CRD# 6817886) is an Investment Advisor Representative working at Dynamic Wealth Advisors in Petoskey, MI and has over 6 years of experience in the finance industry. William Hansen 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.
John Kling (CRD# 5863267) is an Investment Advisor Representative working at Edward Jones in Saint Ignace, MI and has over 13 years of experience in the finance industry.
Lori Komondy (CRD# 4997202) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Petoskey, MI and has over 18 years of experience in the finance industry.
Daniel Ledingham (CRD# 3146386) is an Investment Advisor Representative working at Edward Jones in Petoskey, MI and has over 25 years of experience in the finance industry.
Jennifer Mackenzie (CRD# 5670414) is an Investment Advisor Representative working at Principal Securities, Inc. in Petoskey, MI and has over 14 years of experience in the finance industry.
John Marshall (CRD# 5779788) is an Investment Advisor Representative working at Dynamic Wealth Advisors in Petoskey, MI and has 1 year of experience in the finance industry.
Kimberly Phelps (CRD# 2616778) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Petoskey, MI and has over 28 years of experience in the finance industry.
Brandon Postma (CRD# 4492900) is an Investment Advisor Representative working at Scf Investment Advisors, Inc. in Saint Ignace, MI and has over 22 years of experience in the finance industry.
Rochelle Roerig (CRD# 4049700) is an Investment Advisor Representative working at Pnc Investments in Petoskey, MI and has over 24 years of experience in the finance industry.
Michelle Shawn (CRD# 5480404) is an Investment Advisor Representative working at Retirement & Investment Planning, Inc. in Petoskey, MI and has over 10 years of experience in the finance industry.