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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
Elizabeth Bingham (CRD# 6758836) is an Investment Advisor Representative working at Oppenheimer & Company Inc. in Kalamazoo, MI and has over 6 years of experience in the finance industry.
Susan Blood (CRD# 2382263) is an Investment Advisor Representative working at Eagle Strategies LLC in Saint Joseph, MI and has over 2 years of experience in the finance industry.
David Booko (CRD# 1895191) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Three Rivers, MI and has over 35 years of experience in the finance industry.
Jordan Booko (CRD# 4746645) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Three Rivers, MI and has over 7 years of experience in the finance industry.
Bruce Bos (CRD# 5200840) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Kalamazoo, MI and has over 17 years of experience in the finance industry.
Sue Brenner (CRD# 4239741) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Portage, MI and has over 15 years of experience in the finance industry.
Lucas Brown (CRD# 4261145) is an Investment Advisor Representative working at True Blue Financial, LLC in Stevensville, MI and has over 23 years of experience in the finance industry. Lucas Brown 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 Brundage (CRD# 6385031) is an Investment Advisor Representative working at Clear Ridge Wealth Management, LLC in Kalamazoo, MI and has over 10 years of experience in the finance industry. Michael Brundage 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 Buchanan (CRD# 3187538) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Benton Harbor, MI and has over 25 years of experience in the finance industry.
Sean Budlong (CRD# 5889110) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Plainwell, MI and has over 13 years of experience in the finance industry. Sean Budlong 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.