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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
Daniel Liehr (CRD# 2855530) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Kalamazoo, MI and has over 27 years of experience in the finance industry.
Jerry Love (CRD# 4631038) is an Investment Advisor Representative working at Arcadia Investment Management Corp in Kalamazoo, MI and has 1 year of experience in the finance industry. Jerry Love 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.
Michelle Maley (CRD# 4035898) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Kalamazoo, MI and has over 23 years of experience in the finance industry.
Jordan Marchewka (CRD# 6853563) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Kalamazoo, MI and has over 5 years of experience in the finance industry. Jordan Marchewka 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 Matteson (CRD# 1403248) is an Investment Advisor Representative working at Edward Jones in Kalamazoo, MI and has over 30 years of experience in the finance industry. Michael Matteson 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.
Andrew Mayer (CRD# 5597370) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Kalamazoo, MI and has over 6 years of experience in the finance industry.
Jed McCrumb (CRD# 5489530) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Kalamazoo, MI and has over 16 years of experience in the finance industry.
Matthew McDonald (CRD# 5954692) is an Investment Advisor Representative working at Edward Jones in Kalamazoo, MI and has over 12 years of experience in the finance industry.
Eric Meisheri (CRD# 6610056) is an Investment Advisor Representative working at Lifetime Equity Investments LLC in Kalamazoo, MI and has over 8 years of experience in the finance industry.
Kaushik Meisheri (CRD# 3165856) is an Investment Advisor Representative working at Lifetime Equity Investments LLC in Kalamazoo, MI and has over 25 years of experience in the finance industry.