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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
Auna Kuehnle (CRD# 5463726) is an Investment Advisor Representative working at Fifth Third Securities, Inc. in New Buffalo, MI and has over 14 years of experience in the finance industry.
Ann Kuppe (CRD# 2482176) is an Investment Advisor Representative working at B. Riley Wealth Advisors, Inc. in Harbert, MI and has over 29 years of experience in the finance industry. Ann Kuppe 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.
Stephen Lavelle (CRD# 4952243) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Granger, IN and has over 5 years of experience in the finance industry.
Courtenay Lavigne (CRD# 5793030) is an Investment Advisor Representative working at Advice And Planning Services in Three Oaks, MI and has over 13 years of experience in the finance industry.
Kim Macgregor (CRD# 4333051) is an Investment Advisor Representative working at Edward Jones in Dowagiac, MI and has over 23 years of experience in the finance industry.
Gabriel Macias (CRD# 6297013) is an Investment Advisor Representative working at Lincoln Investment in Stevensville, MI and has over 9 years of experience in the finance industry.
Michael Marshall (CRD# 6926829) is an Investment Advisor Representative working at Lpl Financial LLC in South Haven, MI and has over 5 years of experience in the finance industry.
Edward Meisenheimer (CRD# 3164798) is an Investment Advisor Representative working at Lasalle St. Investment Advisors, LLC in Lawrence, MI and has over 25 years of experience in the finance industry.
Erica Momany (CRD# 4344619) is an Investment Advisor Representative working at Koehler Financial Services, Inc. in Stevensville, MI and has over 23 years of experience in the finance industry.
Michael Nichols (CRD# 4243288) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Granger, IN and has over 23 years of experience in the finance industry.