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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
Saundra Ivy (CRD# 2781753) is an Investment Advisor Representative working at Lpl Financial LLC in Portage, MI and has over 24 years of experience in the finance industry.
Carlton Jacobson (CRD# 2427944) is an Investment Advisor Representative working at Good Life Advisors, LLC in Plainwell, MI and has over 26 years of experience in the finance industry.
Matthew Jarrell (CRD# 5773769) is an Investment Advisor Representative working at Lpl Financial LLC in Portage, MI and has over 14 years of experience in the finance industry.
Cooper Jennings (CRD# 6862223) is an Investment Advisor Representative working at Edward Jones in Allegan, MI and has over 5 years of experience in the finance industry.
Luke Johnson (CRD# 6783664) is an Investment Advisor Representative working at Edward Jones in Portage, MI and has over 6 years of experience in the finance industry.
Julie Jones (CRD# 6706877) is an Investment Advisor Representative working at Fairway Investment Group, LLC in Kalamazoo, MI and has over 7 years of experience in the finance industry.
Heather Kakabeeke (CRD# 2900068) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Kalamazoo, MI and has over 24 years of experience in the finance industry. Heather Kakabeeke 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.
Debra Kalleward (CRD# 2588955) is an Investment Advisor Representative working at Oppenheimer & Company Inc. in Kalamazoo, MI and has over 29 years of experience in the finance industry.
Norman Kapp (CRD# 5642598) is an Investment Advisor Representative working at Primerica Advisors in Portage, MI and has over 14 years of experience in the finance industry.
Jaakko Kasko (CRD# 5960419) is an Investment Advisor Representative working at Commonwealth Financial Network in Portage, MI and has over 12 years of experience in the finance industry. Jaakko Kasko 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.