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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
Thomas King (CRD# 3097905) is an Investment Advisor Representative working at Lpl Financial LLC in Saint Joseph, MI and has over 25 years of experience in the finance industry.
David Kinney (CRD# 1478387) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Saint Joseph, MI and has over 38 years of experience in the finance industry.
Michael Kinney (CRD# 5439270) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Saint Joseph, MI and has over 16 years of experience in the finance industry.
Melisa Lautenschleger (CRD# 3075240) is an Investment Advisor Representative working at Edward Jones in Allegan, MI and has over 6 years of experience in the finance industry.
Emilee Lawrence (CRD# 5951169) is an Investment Advisor Representative working at Lpl Financial LLC in Mattawan, MI and has over 12 years of experience in the finance industry.
Brian Lee (CRD# 6511955) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Saint Joseph, MI and has over 8 years of experience in the finance industry. Brian Lee 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.
John Leonard (CRD# 1326397) is an Investment Advisor Representative working at John M. Leonard, LLC in Douglas, MI and has over 38 years of experience in the finance industry. John Leonard 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.
Joshua Leonard (CRD# 5947619) is an Investment Advisor Representative working at Leonard Advisory Group LLC in Saint Joseph, MI and has over 7 years of experience in the finance industry.
Dathan Lumpkins (CRD# 4697042) is an Investment Advisor Representative working at Wells Fargo Advisors in Saint Joseph, MI and has over 20 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.