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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
Karl Holzhueter (CRD# 4743561) is an Investment Advisor Representative working at Clearview Investments in Jenison, MI and has over 19 years of experience in the finance industry.
Kurt Holzhueter (CRD# 5771075) is an Investment Advisor Representative working at Clearview Investments in Jenison, MI and has over 16 years of experience in the finance industry.
Lori Holzhueter (CRD# 5991486) is an Investment Advisor Representative working at Clearview Investments in Jenison, MI and has over 12 years of experience in the finance industry.
Brian Kobi (CRD# 4526051) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Jenison, MI and has over 21 years of experience in the finance industry.
Asa Lakeman (CRD# 4660730) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Jenison, MI and has over 13 years of experience in the finance industry. Asa Lakeman 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.
Michael Loney (CRD# 4589203) is an Investment Advisor Representative working at Edward Jones in Jenison, MI and has over 21 years of experience in the finance industry.
Thor Nelson (CRD# 4621175) is an Investment Advisor Representative working at Alliance Investment Management, LLC in Jenison, MI and has over 14 years of experience in the finance industry.
Thomas Proos (CRD# 3238215) is an Investment Advisor Representative working at Straight Path Wealth Management in Jenison, MI and has over 24 years of experience in the finance industry.
Matthew Sernau (CRD# 4651875) is an Investment Advisor Representative working at Lpl Financial LLC in Jenison, MI and has over 20 years of experience in the finance industry.
Jason Vander Berg (CRD# 4343619) is an Investment Advisor Representative working at Edward Jones in Jenison, MI and has over 22 years of experience in the finance industry.