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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
Matthew Boersen (CRD# 5700339) is an Investment Advisor Representative working at Straight Path Wealth Management in Jenison, MI and has over 14 years of experience in the finance industry. Matthew Boersen 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.
Andrew Bok (CRD# 7055357) is an Investment Advisor Representative working at Edward Jones in Comstock Park, MI and has over 5 years of experience in the finance industry.
Kimberly Bolker (CRD# 4665547) is an Investment Advisor Representative working at Lpl Financial LLC in Grand Rapids, MI and has over 20 years of experience in the finance industry. Kimberly Bolker 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.
Theodore Bonarski (CRD# 4865284) is an Investment Advisor Representative working at Eagle Strategies LLC in Kentwood, MI and has over 18 years of experience in the finance industry.
Thomas Bonnington (CRD# 6804667) is an Investment Advisor Representative working at Regal Investment Advisors LLC in Kentwood, MI and has over 6 years of experience in the finance industry.
Doug Boock (CRD# 6747701) is an Investment Advisor Representative working at Edward Jones in Grandville, MI and has over 7 years of experience in the finance industry.
Nathan Boonstra (CRD# 6200218) is an Investment Advisor Representative working at Lpl Financial LLC in Grand Rapids, MI and has over 9 years of experience in the finance industry.
Andrew Bopra (CRD# 5698088) is an Investment Advisor Representative working at Lpl Financial LLC in Kentwood, MI and has over 14 years of experience in the finance industry. Andrew Bopra 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.
Jeff Borr (CRD# 6103802) is an Investment Advisor Representative working at Planmember Securities Corporation in Grandville, MI and has over 11 years of experience in the finance industry.
Andrew Bos (CRD# 4011321) is an Investment Advisor Representative working at Eastown Financial Advisors, LLC in Grand Rapids, MI and has over 24 years of experience in the finance industry. Andrew Bos 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.