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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
Douglas Moeggenborg (CRD# 4198220) is an Investment Advisor Representative working at Edward Jones in Chesaning, MI and has over 23 years of experience in the finance industry.
Bradley Montgomery (CRD# 5139426) is an Investment Advisor Representative working at Great Lakes Bay Financial in Saginaw, MI and has over 16 years of experience in the finance industry.
Wendy Mueller (CRD# 2134782) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Bay City, MI and has over 30 years of experience in the finance industry.
James Munn (CRD# 4185684) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Bay City, MI and has over 23 years of experience in the finance industry.
Kelly Neil (CRD# 5093282) is an Investment Advisor Representative working at Hantz Financial Services, Inc. in Saginaw, MI and has over 17 years of experience in the finance industry.
Ryan Neil (CRD# 4327654) is an Investment Advisor Representative working at Hantz Financial Services, Inc. in Saginaw, MI and has over 23 years of experience in the finance industry.
Richard Nelsen (CRD# 5223096) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Bay City, MI and has over 17 years of experience in the finance industry. Richard Nelsen 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.
Daniel Nelson (CRD# 5312672) is an Investment Advisor Representative working at Hantz Financial Services, Inc. in Bay City, MI and has over 16 years of experience in the finance industry.
Patrick Nelson (CRD# 5277489) is an Investment Advisor Representative working at Hantz Financial Services, Inc. in Bay City, MI and has over 17 years of experience in the finance industry.
Shelley Norris (CRD# 4757318) is an Investment Advisor Representative working at L.m. Kohn & Company in Saginaw, MI and has over 20 years of experience in the finance industry.