Distance Metro area (25 miles)
- 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
Dan Lauraine, CRPC (CRD# 2894516) is an Investment Advisor Representative, Registered Representative, and District Branch Manager working at Waddell & Reed in Muskegon, MI and has over 19 years of experience in the finance industry.
William Bassow (CRD# 1293561) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Grand Haven, MI and has over 33 years of experience in the finance industry. William Bassow 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.
Thomas Braciak (CRD# 724964) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Grand Haven, MI and has over 37 years of experience in the finance industry.