-
Distance Metro area (25 miles)
-
COMPENSATION Either
-
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
Courtney Sparks (CRD# 6248084) is an Investment Advisor Representative working at Lpl Financial LLC in Gaylord, MI and has over 9 years of experience in the finance industry.
Austin Spires (CRD# 6599045) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Gaylord, MI and has over 7 years of experience in the finance industry.
Toni Straughen (CRD# 6960912) is an Investment Advisor Representative working at Edward Jones in Gaylord, MI and has over 5 years of experience in the finance industry.
John Westenbarger (CRD# 5827249) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Gaylord, MI and has over 13 years of experience in the finance industry.
Michael Wilcox (CRD# 2447342) is an Investment Advisor Representative working at Lpl Financial LLC in Gaylord, MI and has over 30 years of experience in the finance industry. Michael Wilcox 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.
Meredith Feole (CRD# 6813928) is an Investment Advisor Representative working at Edward Jones in Gaylord, MI and has 1 year of experience in the finance industry.
Travis Hough (CRD# 7708918) is an Investment Advisor Representative working at Fifth Third Securities, Inc. in Gaylord, MI and has 1 year of experience in the finance industry.
Timothy Janis (CRD# 6942964) is an Investment Advisor Representative working at Edward Jones in Gaylord, MI and has over 4 years of experience in the finance industry.
Benjamin Katterman (CRD# 7755034) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Gaylord, MI and has 1 year of experience in the finance industry.
Adam Wohlscheid (CRD# 7132069) is an Investment Advisor Representative working at Lpl Financial LLC in Gaylord, MI and has over 3 years of experience in the finance industry. Adam Wohlscheid 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.