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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
Kathy Burden (CRD# 4853452) is an Investment Advisor Representative working at Oppenheimer & Company Inc. in Kalamazoo, MI and has over 16 years of experience in the finance industry.
Robert Campbell (CRD# 4598624) is an Investment Advisor Representative working at Kestra Advisory Services, LLC in Kalamazoo, MI and has over 21 years of experience in the finance industry. Robert Campbell 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.
Paul Carlson (CRD# 1021718) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Kalamazoo, MI and has over 32 years of experience in the finance industry. Paul Carlson 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.
Jeanne Case (CRD# 7003144) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Kalamazoo, MI and has over 5 years of experience in the finance industry.
Marc Clauser (CRD# 6582914) is an Investment Advisor Representative working at Principal Securities, Inc. in Kalamazoo, MI and has over 8 years of experience in the finance industry.
Daniel Coleman (CRD# 5399983) is an Investment Advisor Representative working at Edward Jones in Kalamazoo, MI and has over 16 years of experience in the finance industry.
Joshua Crouch (CRD# 6821011) is an Investment Advisor Representative working at Fifth Third Securities, Inc. in Kalamazoo, MI and has over 6 years of experience in the finance industry.
Brian Culver (CRD# 6392736) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Kalamazoo, MI and has over 8 years of experience in the finance industry.
Ryan Daus (CRD# 4578850) is an Investment Advisor Representative working at Daus Financial Group, LLC in Kalamazoo, MI and has over 21 years of experience in the finance industry. Ryan Daus 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.
Bryan Davis (CRD# 4295583) is an Investment Advisor Representative working at Kestra Advisory Services, LLC in Kalamazoo, MI and has over 23 years of experience in the finance industry.