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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
Lori Bumgart (CRD# 2131923) is an Investment Advisor Representative working at Mercer Global Advisors Inc. in Portage, MI and has over 28 years of experience in the finance industry. Lori Bumgart 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.
Robert Burch (CRD# 6298926) is an Investment Advisor Representative working at Rjb Investment Advisory Services, LLC in Portage, MI and has over 10 years of experience in the finance industry.
Kathy Burden (CRD# 4853452) is an Investment Advisor Representative working at Oppenheimer & Company Inc. in Kalamazoo, MI and has over 16 years of experience in the finance industry.
Ryan Cahill (CRD# 2894129) is an Investment Advisor Representative working at Cahill Wealth Management, LLC in Portage, MI and has over 26 years of experience in the finance industry. Ryan Cahill 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.
Harold Caldwell (CRD# 6061663) is an Investment Advisor Representative working at Primerica Advisors in Portage, MI and has over 11 years of experience in the finance industry.
Robert Campbell (CRD# 4598624) is an Investment Advisor Representative working at Kestra Advisory Services, LLC in Kalamazoo, MI and has over 21 years of experience in the finance industry. Robert Campbell 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.
Paul Carlson (CRD# 1021718) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Kalamazoo, MI and has over 32 years of experience in the finance industry. Paul Carlson 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.
Jeanne Case (CRD# 7003144) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Kalamazoo, MI and has over 5 years of experience in the finance industry.
Stacy Caudill (CRD# 2840933) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Portage, MI and has over 23 years of experience in the finance industry.
Christopher Chambers (CRD# 3132394) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Portage, MI and has over 25 years of experience in the finance industry.