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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
Victoria Holt (CRD# 5626481) is an Investment Advisor Representative working at True Blue Financial, LLC in Stevensville, MI and has over 14 years of experience in the finance industry. Victoria Holt 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.
Duane Janka (CRD# 2441415) is an Investment Advisor Representative working at Harbour Investments, Inc. in Stevensville, MI and has over 30 years of experience in the finance industry. Duane Janka 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.
Cooper Jennings (CRD# 6862223) is an Investment Advisor Representative working at Edward Jones in Allegan, MI and has over 5 years of experience in the finance industry.
Thomas King (CRD# 3097905) is an Investment Advisor Representative working at Lpl Financial LLC in Saint Joseph, MI and has over 25 years of experience in the finance industry.
David Kinney (CRD# 1478387) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Saint Joseph, MI and has over 38 years of experience in the finance industry.
Michael Kinney (CRD# 5439270) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Saint Joseph, MI and has over 16 years of experience in the finance industry.
Ann Kuppe (CRD# 2482176) is an Investment Advisor Representative working at B. Riley Wealth Advisors, Inc. in Harbert, MI and has over 29 years of experience in the finance industry. Ann Kuppe 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.
Melisa Lautenschleger (CRD# 3075240) is an Investment Advisor Representative working at Edward Jones in Allegan, MI and has over 6 years of experience in the finance industry.
Brian Lee (CRD# 6511955) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Saint Joseph, MI and has over 8 years of experience in the finance industry. Brian Lee 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.
Joshua Leonard (CRD# 5947619) is an Investment Advisor Representative working at Leonard Advisory Group LLC in Saint Joseph, MI and has over 7 years of experience in the finance industry.