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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
Joshua De Los Santos (CRD# 5000852) is an Investment Advisor Representative working at Asset Allocation Strategies, LLC in Jerome, MI and has over 18 years of experience in the finance industry.
Emily Amburgey (CRD# 5591514) is an Investment Advisor Representative working at Edward Jones in Hillsdale, MI and has over 10 years of experience in the finance industry.
Scott Anderson (CRD# 4660889) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Jackson, MI and has over 20 years of experience in the finance industry. Scott Anderson 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.
Corey Arno (CRD# 5911175) is an Investment Advisor Representative working at Lpl Financial LLC in Adrian, MI and has over 12 years of experience in the finance industry.
Dan Baldwin (CRD# 6783681) is an Investment Advisor Representative working at Edward Jones in Manchester, MI and has over 6 years of experience in the finance industry.
Douglas Barber (CRD# 2239007) is an Investment Advisor Representative working at Rehmann Wealth in Jackson, MI and has over 31 years of experience in the finance industry. Douglas Barber 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.
Karen Barnes (CRD# 5172984) is an Investment Advisor Representative working at Wells Fargo Advisors in Jackson, MI and has over 17 years of experience in the finance industry.
Curtis Beagle (CRD# 3067533) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Chelsea, MI and has over 25 years of experience in the finance industry. Curtis Beagle 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.
William Blakemore (CRD# 2684446) is an Investment Advisor Representative working at Guidestream Financial, Inc. in Spring Arbor, MI and has over 28 years of experience in the finance industry.
Mollie Bolton (CRD# 4284438) is an Investment Advisor Representative working at Edward Jones in Jackson, MI and has over 21 years of experience in the finance industry.