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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
Mark Kerr (CRD# 5241391) is an Investment Advisor Representative working at Commonwealth Financial Network in Dundee, MI and has over 11 years of experience in the finance industry.
Kevin Seegert (CRD# 1249177) is an Investment Advisor Representative working at Woodbury Financial Services, Inc. in Dundee, MI and has over 34 years of experience in the finance industry. Kevin Seegert 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.
Andrea B. Darden, AAMS (CRD# 4395802) is the Managing Director at Chisholm & Darden Investment Advisors, Inc. in Ann Arbor, MI. Darden has over 15 years of experience in the finance industry. She has won multiple awards for her excellence over the years and is dedicated to the success of the clients.
Robert Billstein (CRD# 1065232) is an Investment Advisor Representative working at Independence Capital Company, Inc. in Parma, OH and has over 33 years of experience in the finance industry. Robert Billstein 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 putclients' interests first and comply with the Financial Planning Practice...
Douglas Gross (CRD# 2409021) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Ann Arbor, MI and has over 24 years of experience in the finance industry. Douglas Gross 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.
Franklin Moore, MS, CFP (CRD# 1187639) is an Investment Advisor Representative working at Vintage Financial Services LLC in Ann Arbor, MI and has over 32 years of experience in the finance industry. Frank Moore 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 putclients' interests first and comply with the Financial Planning Practice...
Bryan Perry (CRD# 2494372) is an Investment Advisor Representative working at Ameriprise Financial Services, Inc. in Adrian, MI and has over 23 years of experience in the finance industry.
Jack Miceli (CRD# 5052430) is an Investment Advisor Representative working at Gwn Securities Inc. in Chelsea, MI and has over 10 years of experience in the finance industry.
I am committed to maintaining the highest standards of integrity and professionalism in relationship with you, my client. I endeavor to know and understand your financial situation and provide you with only the highest quality information, services, and products to help you reach your goals.
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When developing a customized financial program, I will walk you through a step-by-step process that is designed to make you...
I help my clients achieve their dreams for today, tomorrow, and well into the future — using our exclusive Confident Retirement® approach. It starts with a personalized conversation about covering essentials, ensuring lifestyle, preparing for the unexpected and leaving a legacy. By breaking your financial goals down into doable steps, we can help take the uncertainty out of planning for your financial future. Take a few minutes now for a quick confidence check.
I’m here to help you live the life you’ve earned. When you have the right financial advisor, life can be brilliant.
Bruce Parmenter (CRD#...