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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
Timothy Dally (CRD# 2024947) is an Investment Advisor Representative working at Robert W. Baird & Company Incorporated in Battle Creek, MI and has over 33 years of experience in the finance industry.
Veronica Darlington (CRD# 4609898) is an Investment Advisor Representative working at Cahill Wealth Management, LLC in Portage, MI and has 1 year of experience in the finance industry. Veronica Darlington 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.
Ryan Daus (CRD# 4578850) is an Investment Advisor Representative working at Daus Financial Group, LLC in Kalamazoo, MI and has over 21 years of experience in the finance industry. Ryan Daus 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.
Ann Davis (CRD# 5829092) is an Investment Advisor Representative working at 626 Financial, LLC in Portage, MI and has over 11 years of experience in the finance industry.
Bryan Davis (CRD# 4295583) is an Investment Advisor Representative working at Kestra Advisory Services, LLC in Kalamazoo, MI and has over 23 years of experience in the finance industry.
Joseph De Luca (CRD# 2101239) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Grand Haven, MI and has over 33 years of experience in the finance industry.
Ginny Dell (CRD# 5591813) is an Investment Advisor Representative working at Infinity Advisory Group in Portage, MI and has over 13 years of experience in the finance industry.
Cory Denuyl (CRD# 5444752) is an Investment Advisor Representative working at First Heartland Consultants, Inc. in Kalamazoo, MI and has over 16 years of experience in the finance industry.
Sandy Derby (CRD# 2102710) is an Investment Advisor Representative working at Harbour Investments, Inc. in Portage, MI and has over 33 years of experience in the finance industry. Sandy Derby 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.
Carrie Desjardins (CRD# 5643302) is an Investment Advisor Representative working at Harbour Investments, Inc. in Kalamazoo, MI and has over 6 years of experience in the finance industry.