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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
Ray Isaacs (CRD# 1205809) is an Investment Advisor Representative working at Isaacs & Associates, LLC in Cincinnati, OH and has over 25 years of experience in the finance industry.
Stephen Jenkins (CRD# 6324244) is an Investment Advisor Representative working at Robert W. Baird & Company Incorporated in Battle Creek, MI and has over 9 years of experience in the finance industry.
Tracy Kelley (CRD# 5295771) is an Investment Advisor Representative working at Edward Jones in Coldwater, MI and has over 17 years of experience in the finance industry. Tracy Kelley 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.
Brett King (CRD# 1999414) is an Investment Advisor Representative working at Edward Jones in Hillsdale, MI and has over 34 years of experience in the finance industry.
Jason Klein (CRD# 4686929) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Battle Creek, MI and has over 20 years of experience in the finance industry.
Caitlin Koppelman (CRD# 6178843) is an Investment Advisor Representative working at Guidestream Financial, Inc. in Spring Arbor, MI and has over 9 years of experience in the finance industry.
Martin Latchaw (CRD# 4310598) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Charlotte, MI and has over 23 years of experience in the finance industry. Martin Latchaw 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 Leifeld (CRD# 6930562) is an Investment Advisor Representative working at Robert W. Baird & Company Incorporated in Battle Creek, MI and has over 5 years of experience in the finance industry.
Brendan McCarthy (CRD# 5826633) is an Investment Advisor Representative working at Edward Jones in Union City, MI and has over 12 years of experience in the finance industry.
Jonathan Melges (CRD# 4595003) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Battle Creek, MI and has over 21 years of experience in the finance industry.