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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
Stacy Clark (CRD# 4617846) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Richland, MI and has over 21 years of experience in the finance industry.
Corby Kiss (CRD# 2246712) is an Investment Advisor Representative working at Harbour Investments, Inc. in Richland, MI and has over 31 years of experience in the finance industry.
David Mabis (CRD# 6241387) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Richland, MI and has over 9 years of experience in the finance industry.
Lori Nay (CRD# 5514441) is an Investment Advisor Representative working at Edward Jones in Richland, MI and has over 14 years of experience in the finance industry.
Kurt Schmitt (CRD# 2908108) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Richland, MI and has over 23 years of experience in the finance industry.
Rebecca Artz (CRD# 6544447) is an Investment Advisor Representative working at Harbour Investments, Inc. in Richland, MI and has over 4 years of experience in the finance industry.
Timothy Greer (CRD# 4685978) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Richland, MI and has over 20 years of experience in the finance industry.
Zachary Neal (CRD# 7527629) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Richland, MI and has over 2 years of experience in the finance industry.
Morgan Washburn (CRD# 7738784) is an Investment Advisor Representative working at Edward Jones in Richland, MI and has 1 year of experience in the finance industry.
Brian Ailes (CRD# 5287793) is an Investment Advisor Representative working at Huntington Financial Advisors in Kalamazoo, MI and has over 16 years of experience in the finance industry. Brian Ailes 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.