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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
Lori Olson (CRD# 1965195) is an Investment Advisor Representative working at Edward Jones in Angola, IN and has over 31 years of experience in the finance industry.
Brian Oswald (CRD# 4498322) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Sturgis, MI and has over 22 years of experience in the finance industry.
Michael Oursler (CRD# 3193285) is an Investment Advisor Representative working at Janney Montgomery Scott LLC in Battle Creek, MI and has over 20 years of experience in the finance industry.
Matthew Patillo (CRD# 5834891) is an Investment Advisor Representative working at Edward Jones in Hillsdale, MI and has over 11 years of experience in the finance industry.
Tina Perry (CRD# 4965623) is an Investment Advisor Representative working at Edward Jones in Battle Creek, MI and has over 16 years of experience in the finance industry.
Mark Putvin (CRD# 2336670) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Albion, MI and has over 31 years of experience in the finance industry.
Jason Rapelje (CRD# 4560726) is an Investment Advisor Representative working at Edward Jones in Marshall, MI and has over 21 years of experience in the finance industry.
Karen Reeves (CRD# 2555169) is an Investment Advisor Representative working at Edward Jones in Battle Creek, MI and has over 24 years of experience in the finance industry.
Steven Reule (CRD# 5400047) is an Investment Advisor Representative working at Edward Jones in Parma, MI and has over 15 years of experience in the finance industry.
Austin Rinard (CRD# 5898317) is an Investment Advisor Representative working at Miller Financial Services LLC in Marshall, MI and has over 12 years of experience in the finance industry. Austin Rinard 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.