-
Distance Metro area (25 miles)
-
COMPENSATION Either
-
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
I have recently joined LPL Financial, the nation’s largest Independent Broker Dealer*, which allows me to offer nonproprietary investment products, giving me the freedom to choose the most suitable investment strategies for you, free from conflict of interest.
My practice is part of the America Group Retirement Strategy Centers, one of LPL’s "Top" large enterprises comprised of more than 80 LPL advisors. I always have access to the support and knowledge of these affiliated professionals. These resources, combined my 32 years of experience in the financial industry, allow me to provide the...
David Matt (CRD# 4907003) is an Investment Advisor Representative working at Ruby Financial in Washington, MI and has over 19 years of experience in the finance industry.
James McLaughlin (CRD# 4683001) is an Investment Advisor Representative working at Fifth Third Securities, Inc. in Kimball, MI and has over 20 years of experience in the finance industry.
Ryan McNeill (CRD# 6923105) is an Investment Advisor Representative working at Insight Folios in Fort Gratiot, MI and has over 6 years of experience in the finance industry.
Janelle Micks (CRD# 6203572) is an Investment Advisor Representative working at Edward Jones in Richmond, MI and has over 9 years of experience in the finance industry.
Michael Passmore (CRD# 5343819) is an Investment Advisor Representative working at Edward Jones in Chesterfield, MI and has over 16 years of experience in the finance industry.
Jonathan Phelan (CRD# 4083286) is an Investment Advisor Representative working at Waterford Financial Management, LLC in Fair Haven, MI and has 1 year of experience in the finance industry. Jonathan Phelan 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.
Klaus Poser (CRD# 4477142) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Chesterfield, MI and has over 22 years of experience in the finance industry.
Peter Potestato (CRD# 2195974) is an Investment Advisor Representative working at Founders Financial Securities, LLC in Chesterfield, MI and has over 32 years of experience in the finance industry.
Gerald Purdy (CRD# 3064398) is an Investment Advisor Representative working at Lpl Financial LLC in Macomb, MI and has over 25 years of experience in the finance industry.