Distance Metro area (25 miles)
- 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
Adam Heinlein (CRD# 1423639) is an Investment Advisor Representative working at Regal Investment Advisors LLC in Grand Ledge, MI and has over 30 years of experience in the finance industry. Adam Heinlein 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.
Marsha Daugherty (CRD# 5875184) is an Investment Advisor Representative working at Sagepoint Financial, Inc. in Grand Ledge, MI and has over 5 years of experience in the finance industry.