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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
Mark Krug (CRD# 1017108) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Bad Axe, MI and has over 30 years of experience in the finance industry.
Christopher Kuligowski (CRD# 2611366) is an Investment Advisor Representative working at Kuli Capital Management in Saginaw, MI and has over 28 years of experience in the finance industry.
Frederick Lambert (CRD# 6304510) is an Investment Advisor Representative working at Hantz Financial Services, Inc. in Bay City, MI and has over 8 years of experience in the finance industry.
David Lawson (CRD# 5533662) is an Investment Advisor Representative working at Edward Jones in Bad Axe, MI and has over 15 years of experience in the finance industry.
Matthew Leppek (CRD# 6930536) is an Investment Advisor Representative working at Edward Jones in Bay City, MI and has over 5 years of experience in the finance industry.
Erik Lundy (CRD# 2891937) is an Investment Advisor Representative working at Prospera Financial Services, Inc. in Bad Axe, MI and has over 26 years of experience in the finance industry.
Lee Miller (CRD# 3102001) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Bay City, MI and has over 25 years of experience in the finance industry. Lee Miller 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.
Wendy Mueller (CRD# 2134782) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Bay City, MI and has over 30 years of experience in the finance industry.
James Munn (CRD# 4185684) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Bay City, MI and has over 23 years of experience in the finance industry.
Richard Nelsen (CRD# 5223096) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Bay City, MI and has over 17 years of experience in the finance industry. Richard Nelsen 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.