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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
Sue Brenner (CRD# 4239741) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Portage, MI and has over 15 years of experience in the finance industry.
Logan Bullard (CRD# 4701651) is an Investment Advisor Representative working at Fifth Third Securities, Inc. in Portage, MI and has over 20 years of experience in the finance industry.
Robert Burch (CRD# 6298926) is an Investment Advisor Representative working at Rjb Investment Advisory Services, LLC in Portage, MI and has over 9 years of experience in the finance industry.
Ryan Cahill (CRD# 2894129) is an Investment Advisor Representative working at Cahill Wealth Management, LLC in Portage, MI and has over 26 years of experience in the finance industry. Ryan Cahill 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.
Harold Caldwell (CRD# 6061663) is an Investment Advisor Representative working at Primerica Advisors in Portage, MI and has over 11 years of experience in the finance industry.
Stacy Caudill (CRD# 2840933) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Portage, MI and has over 23 years of experience in the finance industry.
Christopher Chambers (CRD# 3132394) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Portage, MI and has over 25 years of experience in the finance industry.
Lynn Chen-Zhang (CRD# 3125565) is an Investment Advisor Representative working at Zhang Financial in Portage, MI and has over 25 years of experience in the finance industry. Lynn Chen-Zhang 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.
Gregory Chimner (CRD# 2282876) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Portage, MI and has over 31 years of experience in the finance industry.
David Cleveland (CRD# 4389005) is an Investment Advisor Representative working at Lvm Capital Management Ltd in Portage, MI and has 1 year of experience in the finance industry.