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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.
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.
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.
Kimberly Bos (CRD# 4757000) is an Investment Advisor Representative working at Edward Jones in Holland, MI and has over 20 years of experience in the finance industry.
Thomas Bosch (CRD# 4801722) is an Investment Advisor Representative working at West Michigan Advisors, LLC in Holland, MI and has over 19 years of experience in the finance industry.
Lee Bosko (CRD# 1997585) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Holland, MI and has over 34 years of experience in the finance industry.
Jessica Bosma (CRD# 6526038) is an Investment Advisor Representative working at Huntington Financial Advisors in Grand Haven, MI and has over 8 years of experience in the finance industry.
Henry Bouman (CRD# 1231317) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Wyoming, MI and has over 40 years of experience in the finance industry.