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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
Jeri Shook (CRD# 2888488) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Battle Creek, MI and has over 26 years of experience in the finance industry.
William Simonds (CRD# 2615854) is an Investment Advisor Representative working at Robert W. Baird & Company Incorporated in Battle Creek, MI and has over 28 years of experience in the finance industry.
Nathan Smith (CRD# 5805612) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Battle Creek, MI and has over 12 years of experience in the finance industry.
Wendi Stratton (CRD# 6849072) is an Investment Advisor Representative working at Edward Jones in Nashville, MI and has over 6 years of experience in the finance industry.
Don Toffolo (CRD# 4270554) is an Investment Advisor Representative working at Edward Jones in Jonesville, MI and has over 21 years of experience in the finance industry.
Jeanne Tomasek (CRD# 6151886) is an Investment Advisor Representative working at Edward Jones in Charlotte, MI and has over 11 years of experience in the finance industry.
Paul Tomasek (CRD# 5074796) is an Investment Advisor Representative working at Edward Jones in Charlotte, MI and has over 18 years of experience in the finance industry.
Paul Townsend (CRD# 2431072) is an Investment Advisor Representative working at Janney Montgomery Scott LLC in Battle Creek, MI and has over 30 years of experience in the finance industry.
Richard Tsoumas (CRD# 3253796) is an Investment Advisor Representative working at Kestra Advisory Services, LLC in Battle Creek, MI and has over 24 years of experience in the finance industry. Richard Tsoumas 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 Tymkew (CRD# 721532) is an Investment Advisor Representative working at Secure Asset Management, LLC in Albion, MI and has over 41 years of experience in the finance industry.