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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
Carly Ellis (CRD# 4008302) is an Investment Advisor Representative working at Robert W. Baird & Company Incorporated in Traverse City, MI and has over 24 years of experience in the finance industry. Carly Ellis 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.
John Elwell (CRD# 6243707) is an Investment Advisor Representative working at Edward Jones in Traverse City, MI and has over 10 years of experience in the finance industry.
Colleen Etue (CRD# 5324748) is an Investment Advisor Representative working at Transamerica Retirement Advisors, LLC in Traverse City, MI and has over 16 years of experience in the finance industry.
Erik Falconer (CRD# 4625179) is an Investment Advisor Representative working at Falconer Group in Traverse City, MI and has 1 year of experience in the finance industry. Erik Falconer 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.
Robert Fenton (CRD# 5818067) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Traverse City, MI and has over 13 years of experience in the finance industry.
Peter Finch (CRD# 4267767) is an Investment Advisor Representative working at Commonwealth Financial Network in Suttons Bay, MI and has over 23 years of experience in the finance industry.
Stephen Fisher (CRD# 2910130) is an Investment Advisor Representative working at Independent Wealth Management, LLC in Traverse City, MI and has over 26 years of experience in the finance industry. Stephen Fisher 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.
Lindsay Fitzpatrick (CRD# 6193198) is an Investment Advisor Representative working at Old Mission Investment Company, LLC in Traverse City, MI and has over 10 years of experience in the finance industry. Lindsay Fitzpatrick 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.
Jerold Foehl (CRD# 5228957) is an Investment Advisor Representative working at Senior Security Advisors, LLC in Traverse City, MI and has over 13 years of experience in the finance industry.
Mark Folgmann (CRD# 1128290) is an Investment Advisor Representative working at Ark Advisors, LLC in Traverse City, MI and has over 40 years of experience in the finance industry.