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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
Marc Clauser (CRD# 6582914) is an Investment Advisor Representative working at Principal Securities, Inc. in Kalamazoo, MI and has over 8 years of experience in the finance industry.
David Cleveland (CRD# 4389005) is an Investment Advisor Representative working at Lvm Capital Management Ltd in Portage, MI and has 1 year of experience in the finance industry.
Nicole Coar (CRD# 6034924) is an Investment Advisor Representative working at True Blue Financial, LLC in Stevensville, MI and has over 10 years of experience in the finance industry.
Jason Coffman (CRD# 5643159) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Mishawaka, IN and has over 15 years of experience in the finance industry.
Jeffrey Cole (CRD# 4621290) is an Investment Advisor Representative working at Cole Investment Advisors, Inc. in Portage, MI and has over 22 years of experience in the finance industry. Jeffrey Cole 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 Coleman (CRD# 5399983) is an Investment Advisor Representative working at Edward Jones in Kalamazoo, MI and has over 16 years of experience in the finance industry.
Michael Constantine (CRD# 2046508) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Saint Joseph, MI and has over 30 years of experience in the finance industry.
Matthew Cotton (CRD# 5585692) is an Investment Advisor Representative working at Wells Fargo Advisors in Mishawaka, IN and has over 15 years of experience in the finance industry.
Charles Crabill (CRD# 1612437) is an Investment Advisor Representative working at Walter Keenan Wealth Management in South Bend, IN and has over 26 years of experience in the finance industry.
Daniel Craig (CRD# 4175527) is an Investment Advisor Representative working at Edward Jones in Elkhart, IN and has over 23 years of experience in the finance industry.