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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
John Buetow (CRD# 736876) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Kalamazoo, MI and has over 39 years of experience in the finance industry.
Matthew Buikema (CRD# 1162579) is an Investment Advisor Representative working at Janney Montgomery Scott LLC in Battle Creek, MI and has over 40 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.
Richard Buller (CRD# 5110176) is an Investment Advisor Representative working at Edward Jones in Allegan, MI and has over 17 years of experience in the finance industry.
Lori Bumgart (CRD# 2131923) is an Investment Advisor Representative working at Mercer Global Advisors Inc. in Portage, MI and has over 28 years of experience in the finance industry. Lori Bumgart 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.
Robert Burch (CRD# 6298926) is an Investment Advisor Representative working at Rjb Investment Advisory Services, LLC in Portage, MI and has over 10 years of experience in the finance industry.
Kathy Burden (CRD# 4853452) is an Investment Advisor Representative working at Oppenheimer & Company Inc. in Kalamazoo, MI and has over 16 years of experience in the finance industry.
Shelby Butler (CRD# 5215098) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Wayland, MI and has over 17 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.