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Distance Only Portage, MI
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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
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.
Jeffrey Cole (CRD# 4621290) is an Investment Advisor Representative working at Cole Investment Advisors, Inc. in Portage, MI and has over 22 years of experience in the finance industry. Jeffrey Cole 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.
Veronica Darlington (CRD# 4609898) is an Investment Advisor Representative working at Cahill Wealth Management, LLC in Portage, MI and has 1 year of experience in the finance industry. Veronica Darlington 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.
Ann Davis (CRD# 5829092) is an Investment Advisor Representative working at 626 Financial, LLC in Portage, MI and has over 11 years of experience in the finance industry.
Ginny Dell (CRD# 5591813) is an Investment Advisor Representative working at Infinity Advisory Group in Portage, MI and has over 13 years of experience in the finance industry.
Sandy Derby (CRD# 2102710) is an Investment Advisor Representative working at Harbour Investments, Inc. in Portage, MI and has over 33 years of experience in the finance industry. Sandy Derby 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.
Markley Drake (CRD# 6780852) is an Investment Advisor Representative working at Primerica Advisors in Portage, MI and has over 6 years of experience in the finance industry.
Gregg Eicholtz (CRD# 3248038) is an Investment Advisor Representative working at Fifth Third Securities, Inc. in Portage, MI and has over 15 years of experience in the finance industry.
Brian Face (CRD# 5548274) is an Investment Advisor Representative working at Face 2 Face Financial Planning, LLC in Portage, MI and has over 8 years of experience in the finance industry. Brian Face 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 Feltner (CRD# 5726288) is an Investment Advisor Representative working at Edward Jones in Portage, MI and has over 14 years of experience in the finance industry.