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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
Marc Clauser (CRD# 6582914) is an Investment Advisor Representative working at Principal Securities, Inc. in Kalamazoo, MI and has over 8 years of experience in the finance industry.
David Cleveland (CRD# 4389005) is an Investment Advisor Representative working at Lvm Capital Management Ltd in Portage, MI and has 1 year of experience in the finance industry.
Jeffrey Cole (CRD# 4621290) is an Investment Advisor Representative working at Cole Investment Advisors, Inc. in Portage, MI and has over 22 years of experience in the finance industry. Jeffrey Cole 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.
Daniel Coleman (CRD# 5399983) is an Investment Advisor Representative working at Edward Jones in Kalamazoo, MI and has over 16 years of experience in the finance industry.
Duane Corts (CRD# 4401140) is an Investment Advisor Representative working at Edward Jones in Springfield, MI and has over 22 years of experience in the finance industry.
Joshua Crouch (CRD# 6821011) is an Investment Advisor Representative working at Fifth Third Securities, Inc. in Kalamazoo, MI and has over 6 years of experience in the finance industry.
Brian Culver (CRD# 6392736) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Kalamazoo, MI and has over 8 years of experience in the finance industry.
Robert Cumberland (CRD# 58524) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Battle Creek, MI and has over 37 years of experience in the finance industry. Robert Cumberland 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.
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.