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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
Bruce Falcon (CRD# 2317966) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Bay City, MI and has over 31 years of experience in the finance industry.
Noah Ferrio (CRD# 6322294) is an Investment Advisor Representative working at Lpl Financial LLC in Essexville, MI and has over 9 years of experience in the finance industry.
Lee Fickes (CRD# 207148) is an Investment Advisor Representative working at Professional Analysts, LLC in Bay City, MI and has over 40 years of experience in the finance industry.
Edward Foltz (CRD# 3093905) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Frankenmuth, MI and has over 25 years of experience in the finance industry.
Jon Frank (CRD# 6750950) is an Investment Advisor Representative working at Equitable Advisors, LLC in Saginaw, MI and has over 7 years of experience in the finance industry.
David Friebe (CRD# 5524494) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Bay City, MI and has over 15 years of experience in the finance industry.
Clayton Funnell (CRD# 5821405) is an Investment Advisor Representative working at Hantz Financial Services, Inc. in Saginaw, MI and has over 13 years of experience in the finance industry.
Joshua Funsch (CRD# 4671363) is an Investment Advisor Representative working at Hantz Financial Services, Inc. in Saginaw, MI and has over 20 years of experience in the finance industry. Joshua Funsch 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.
Paul Gaiser (CRD# 6832986) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Bay City, MI and has over 6 years of experience in the finance industry.
Jonathan Gardey (CRD# 5030529) is an Investment Advisor Representative working at Gardey Financial Advisors Inc. in Saginaw, MI and has 1 year of experience in the finance industry. Jonathan Gardey 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.