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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
Timothy Dally (CRD# 2024947) is an Investment Advisor Representative working at Robert W. Baird & Company Incorporated in Battle Creek, MI and has over 33 years of experience in the finance industry.
Kelly Dishaw (CRD# 6013522) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Battle Creek, MI and has over 11 years of experience in the finance industry.
Lorri Doolittle (CRD# 4743320) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Charlotte, MI and has over 13 years of experience in the finance industry.
Michael Dugan (CRD# 4952886) is an Investment Advisor Representative working at Commonwealth Financial Network in Battle Creek, MI and has over 13 years of experience in the finance industry. Michael Dugan 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.
Dennis Duval (CRD# 1024573) is an Investment Advisor Representative working at Global Retirement Partners LLC in Battle Creek, MI and has over 31 years of experience in the finance industry.
Brandy Eggleston (CRD# 4632493) is an Investment Advisor Representative working at Edward Jones in Albion, MI and has over 20 years of experience in the finance industry.
Tyler Ewen (CRD# 6700194) is an Investment Advisor Representative working at Kestra Advisory Services, LLC in Battle Creek, MI and has over 8 years of experience in the finance industry. Tyler Ewen 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.
Brent Fast (CRD# 4222324) is an Investment Advisor Representative working at Edward Jones in Battle Creek, MI and has over 15 years of experience in the finance industry.
Patrick Gilbert (CRD# 1698198) is an Investment Advisor Representative working at Harbour Investments, Inc. in Battle Creek, MI and has over 36 years of experience in the finance industry.