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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
Jeffrey Johnson (CRD# 3048003) is an Investment Advisor Representative working at Old Mission Investment Company, LLC in Traverse City, MI and has over 25 years of experience in the finance industry.
Kelly Kazmierski (CRD# 4824852) is an Investment Advisor Representative working at Legacy Financial Services Group, Inc. in Traverse City, MI and has over 19 years of experience in the finance industry.
Jamie Keillor (CRD# 6654935) is an Investment Advisor Representative working at Edward Jones in Traverse City, MI and has over 7 years of experience in the finance industry.
Justin Keillor (CRD# 5877001) is an Investment Advisor Representative working at Edward Jones in Benzonia, MI and has over 13 years of experience in the finance industry.
Kevin Kelly (CRD# 1014415) is an Investment Advisor Representative working at Western International Securities in Traverse City, MI and has over 42 years of experience in the finance industry. Kevin Kelly 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.
Steven Kelty (CRD# 2446965) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Traverse City, MI and has over 30 years of experience in the finance industry. Steven Kelty 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.
Heather Kilbourne (CRD# 2732872) is an Investment Advisor Representative working at Fifth Third Securities, Inc. in Traverse City, MI and has over 28 years of experience in the finance industry.
Kirt Kilbourne (CRD# 2006405) is an Investment Advisor Representative working at Wedbush Securities Inc. in Traverse City, MI and has over 34 years of experience in the finance industry.
William Kildee (CRD# 2427948) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Traverse City, MI and has over 30 years of experience in the finance industry.
Aaron Klop (CRD# 4559326) is an Investment Advisor Representative working at Ohlmann Investment Advisors LLC in Traverse City, MI and has over 21 years of experience in the finance industry.