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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
Michael Heath (CRD# 2791074) is an Investment Advisor Representative working at Valmark Advisers, Inc. in Mason, MI and has over 27 years of experience in the finance industry.
Benjamin Hicks (CRD# 6704643) is an Investment Advisor Representative working at Edward Jones in Brooklyn, MI and has over 5 years of experience in the finance industry.
Kirk Hoffman (CRD# 1615712) is an Investment Advisor Representative working at Guidestream Financial, Inc. in Spring Arbor, MI and has over 37 years of experience in the finance industry. Kirk Hoffman 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.
Danielle Holmes (CRD# 5678410) is an Investment Advisor Representative working at Lpl Financial LLC in Howell, MI and has over 14 years of experience in the finance industry.
Nicholas Horstman (CRD# 6420312) is an Investment Advisor Representative working at Edward Jones in Charlotte, MI and has over 9 years of experience in the finance industry.
Ray Isaacs (CRD# 1205809) is an Investment Advisor Representative working at Isaacs & Associates, LLC in Cincinnati, OH and has over 25 years of experience in the finance industry.
Kenneth Jackson (CRD# 5157510) is an Investment Advisor Representative working at Edward Jones in Pinckney, MI and has over 17 years of experience in the finance industry.
Andrew Kellogg (CRD# 5765454) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Chelsea, MI and has over 13 years of experience in the finance industry.
Diane Kieliszewski (CRD# 1382014) is an Investment Advisor Representative working at Edward Jones in Chelsea, MI and has over 31 years of experience in the finance industry.
Brett King (CRD# 1999414) is an Investment Advisor Representative working at Edward Jones in Hillsdale, MI and has over 34 years of experience in the finance industry.