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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
Christopher Millward (CRD# 4683673) is an Investment Advisor Representative working at Blueprint Partners LLC in Traverse City, MI and has over 14 years of experience in the finance industry.
Luke Mooi (CRD# 6652973) is an Investment Advisor Representative working at Centennial Wealth Advisory, LLC in Traverse City, MI and has over 7 years of experience in the finance industry.
Alec Moulton (CRD# 6637289) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Traverse City, MI and has over 7 years of experience in the finance industry.
Todd Muha (CRD# 1834475) is an Investment Advisor Representative working at Third Coast Securities LLC in Traverse City, MI and has over 35 years of experience in the finance industry.
Mark Ohlmann (CRD# 3071398) is an Investment Advisor Representative working at Ohlmann Investment Advisors LLC in Traverse City, MI and has over 25 years of experience in the finance industry.
Keith Olshove (CRD# 1624335) is an Investment Advisor Representative working at Old Mission Investment Company, LLC in Traverse City, MI and has over 37 years of experience in the finance industry.
Eric Palo (CRD# 1336858) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Traverse City, MI and has over 39 years of experience in the finance industry.
Jeffrey Pasche (CRD# 1230009) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Traverse City, MI and has over 40 years of experience in the finance industry.
Jeremy Pearson (CRD# 6539835) is an Investment Advisor Representative working at Bankers Life Advisory Services, Inc. in Traverse City, MI and has over 7 years of experience in the finance industry.
Megan Pegan-Naylor (CRD# 6386036) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Traverse City, MI and has over 9 years of experience in the finance industry.