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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
Aaron Klop (CRD# 4559326) is an Investment Advisor Representative working at Ohlmann Investment Advisors LLC in Traverse City, MI and has over 21 years of experience in the finance industry.
Jack Klunder (CRD# 6973686) is an Investment Advisor Representative working at Centennial Wealth Advisory, LLC in Traverse City, MI and has over 5 years of experience in the finance industry.
David Knight (CRD# 6016451) is an Investment Advisor Representative working at Stonepath Wealth Management in Traverse City, MI and has over 9 years of experience in the finance industry. David Knight 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.
Matthew Knust (CRD# 6751839) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Traverse City, MI and has over 7 years of experience in the finance industry.
Patrick Kolody (CRD# 2452304) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Traverse City, MI and has over 30 years of experience in the finance industry.
Harold Kranick (CRD# 2340618) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Traverse City, MI and has over 31 years of experience in the finance industry.
Christopher Lamb (CRD# 2412619) is an Investment Advisor Representative working at Old Mission Investment Company, LLC in Traverse City, MI and has over 30 years of experience in the finance industry.
William Lee (CRD# 2737401) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Traverse City, MI and has over 28 years of experience in the finance industry.
Craig Leppien (CRD# 4394900) is an Investment Advisor Representative working at Signature Equity Partners, LLC in Traverse City, MI and has over 17 years of experience in the finance industry.
Richard Lesley (CRD# 2939641) is an Investment Advisor Representative working at Spc in Traverse City, MI and has over 26 years of experience in the finance industry.