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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
Kevin Barry (CRD# 5278346) is an Investment Advisor Representative working at Kb Wealth Management, LLC in Bloomfield Hills, MI and has over 17 years of experience in the finance industry.
Donna Bartelotti (CRD# 2002103) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Bloomfield Hills, MI and has over 12 years of experience in the finance industry.
John Basford (CRD# 2515074) is an Investment Advisor Representative working at Cerity Partners LLC in Bloomfield Hills, MI and has over 28 years of experience in the finance industry.
Jennifer Bassett (CRD# 3026931) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Bloomfield Hills, MI and has over 25 years of experience in the finance industry.
Craig Bastuba (CRD# 4616071) is an Investment Advisor Representative working at Equitable Advisors, LLC in Rochester, MI and has over 21 years of experience in the finance industry.
Roman Batschynsky (CRD# 1828952) is an Investment Advisor Representative working at Commonwealth Financial Network in Troy, MI and has over 36 years of experience in the finance industry. Roman Batschynsky 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.
Derek Batts (CRD# 2243578) is an Investment Advisor Representative working at Union Heritage Capital in Bloomfield Hills, MI and has over 31 years of experience in the finance industry.
Diane Bauer (CRD# 3175658) is an Investment Advisor Representative working at Fifth Third Securities, Inc. in Shelby Township, MI and has over 24 years of experience in the finance industry.
Zachary Bauer (CRD# 5755785) is an Investment Advisor Representative working at Fifth Third Securities, Inc. in Flint, MI and has over 14 years of experience in the finance industry.
John Baxter (CRD# 1641374) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Bloomfield Hills, MI and has over 36 years of experience in the finance industry.