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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
Diana Butler (CRD# 4328114) is an Investment Advisor Representative working at Edward Jones in Coldwater, MI and has over 23 years of experience in the finance industry.
Susan Currier (CRD# 1389018) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Coldwater, MI and has over 37 years of experience in the finance industry.
Timothy Hill (CRD# 3063859) is an Investment Advisor Representative working at Hill Investments LLC in Coldwater, MI and has over 24 years of experience in the finance industry.
Tracy Kelley (CRD# 5295771) is an Investment Advisor Representative working at Edward Jones in Coldwater, MI and has over 16 years of experience in the finance industry. Tracy Kelley 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.
James Morrison (CRD# 340742) is an Investment Advisor Representative working at Ae Wealth Management, LLC in Coldwater, MI and has over 41 years of experience in the finance industry.
Robert Rumsey (CRD# 3165009) is an Investment Advisor Representative working at Spc in Coldwater, MI and has over 25 years of experience in the finance industry.
Tammi Schorfhaar (CRD# 2064274) is an Investment Advisor Representative working at Ae Wealth Management, LLC in Coldwater, MI and has over 33 years of experience in the finance industry.
William West (CRD# 6894106) is an Investment Advisor Representative working at Edward Jones in Coldwater, MI and has over 5 years of experience in the finance industry.
Shane Winkelmann (CRD# 5348079) is an Investment Advisor Representative working at Pnc Investments in Coldwater, MI and has over 14 years of experience in the finance industry.
Jason Wright (CRD# 4994157) is an Investment Advisor Representative working at Edward Jones in Coldwater, MI and has over 18 years of experience in the finance industry.