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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 Foster (CRD# 6163874) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Kalamazoo, MI and has over 8 years of experience in the finance industry.
Athanacia Frey (CRD# 2639464) is an Investment Advisor Representative working at Oppenheimer & Company Inc. in Kalamazoo, MI and has over 8 years of experience in the finance industry.
Grace Gant (CRD# 5619273) is an Investment Advisor Representative working at Edward Jones in Paw Paw, MI and has over 15 years of experience in the finance industry.
Denise Garten (CRD# 1715462) is an Investment Advisor Representative working at Kestra Advisory Services, LLC in Kalamazoo, MI and has over 32 years of experience in the finance industry.
James Gasaway (CRD# 2068064) is an Investment Advisor Representative working at Gasaway Investment Advisors, Inc. in Kalamazoo, MI and has over 33 years of experience in the finance industry. James Gasaway 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.
Steven Gehl (CRD# 6044741) is an Investment Advisor Representative working at Kestra Advisory Services, LLC in Kalamazoo, MI and has over 11 years of experience in the finance industry.
Richard Geib (CRD# 219313) is an Investment Advisor Representative working at Kestra Advisory Services, LLC in Kalamazoo, MI and has over 27 years of experience in the finance industry. Richard Geib 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.
Patrick Gilbert (CRD# 1698198) is an Investment Advisor Representative working at Harbour Investments, Inc. in Battle Creek, MI and has over 36 years of experience in the finance industry.
Renee Giles (CRD# 6104201) is an Investment Advisor Representative working at Janney Montgomery Scott LLC in Battle Creek, MI and has over 11 years of experience in the finance industry.