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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
David Volante (CRD# 1576112) is an Investment Advisor Representative working at Ipi Wealth Management, Inc. in South Lyon, MI and has over 36 years of experience in the finance industry.
Aaron Daavettila (CRD# 4376723) is an Investment Advisor Representative working at State Farm Investment Management Corp. in South Lyon, MI and has over 23 years of experience in the finance industry.
Valerie Doyle (CRD# 5937637) is an Investment Advisor Representative working at Citizens Securities, Inc. in South Lyon, MI and has over 12 years of experience in the finance industry. Valerie Doyle 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 Miller (CRD# 6414360) is an Investment Advisor Representative working at Asset Allocation Strategies, LLC in South Lyon, MI and has over 9 years of experience in the finance industry.
Novica Nestorovski (CRD# 7771311) is an Investment Advisor Representative working at State Farm Investment Management Corp. in South Lyon, MI and has 1 year of experience in the finance industry.
Benjamin Sellenraad (CRD# 7782435) is an Investment Advisor Representative working at Sequent Planning, LLC in South Lyon, MI and has 1 year of experience in the finance industry.
Wendy Taylor (CRD# 6411742) is an Investment Advisor Representative working at Edward Jones in South Lyon, MI and has 1 year of experience in the finance industry.
Wayne Titus (CRD# 4511557) is an Investment Advisor Representative working at AMDG Financial in Plymouth, MI and has 20 years of experience as a financial adviser.
Rebecca Abel (CRD# 4216990) is an Investment Advisor Representative working at Strategic Blueprint, LLC in Farmington Hills, MI and has over 23 years of experience in the finance industry. Rebecca Abel 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.
Richard Abernathy (CRD# 3151669) is an Investment Advisor Representative working at Esi Financial Advisors in Troy, MI and has over 24 years of experience in the finance industry.