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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
Cody Borke (CRD# 7452942) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Plymouth, MI and has over 2 years of experience in the finance industry.
Joshua Elliott (CRD# 6151765) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Plymouth, MI and has over 10 years of experience in the finance industry.
Preston Gee (CRD# 7257016) is an Investment Advisor Representative working at Peak Wealth Management, LLC in Plymouth, MI and has over 3 years of experience in the finance industry.
Emma Goodman (CRD# 7531775) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Plymouth, MI and has 1 year of experience in the finance industry.
David Lindley (CRD# 4682997) is an Investment Advisor Representative working at Gem Asset Management, LLC in Plymouth, MI and has over 20 years of experience in the finance industry. David Lindley 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.
Kendra McKinney (CRD# 6857204) is an Investment Advisor Representative working at Pinnacle Wealth Management Group, Inc. in Plymouth, MI and has over 3 years of experience in the finance industry.
Robert Murphy (CRD# 5530860) is an Investment Advisor Representative working at Pinnacle Wealth Management Group, Inc. in Plymouth, MI and has over 3 years of experience in the finance industry.
Krista Ondayko (CRD# 6129676) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Plymouth, MI and has over 3 years of experience in the finance industry.
Neha Patel (CRD# 5347914) is an Investment Advisor Representative working at Ipex, Inc. in Plymouth, MI and has 1 year of experience in the finance industry.
Aaron Popyk (CRD# 7709870) is an Investment Advisor Representative working at Savant Wealth Management in Plymouth, MI and has 1 year of experience in the finance industry.