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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
Dylan Barnes (CRD# 5343624) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Grand Rapids, MI and has over 11 years of experience in the finance industry.
Joel Barrett (CRD# 5063873) is an Investment Advisor Representative working at Rockefeller Capital Management in Grand Rapids, MI and has over 17 years of experience in the finance industry. Joel Barrett 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 Bassett (CRD# 4261974) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Grand Rapids, MI and has over 22 years of experience in the finance industry.
William Bassow (CRD# 1293561) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Grand Haven, MI and has over 39 years of experience in the finance industry. William Bassow 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.
Julia Batchenko (CRD# 5505353) is an Investment Advisor Representative working at Red Cedar Investment Management in Grand Rapids, MI and has over 10 years of experience in the finance industry.
Brandon Bauer (CRD# 6590453) is an Investment Advisor Representative working at Voisard Asset Management Group in Grand Rapids, MI and has 1 year of experience in the finance industry. Brandon Bauer 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.
Michelle Bauer (CRD# 4394539) is an Investment Advisor Representative working at Usa Financial Securities Corporation in Ada, MI and has over 22 years of experience in the finance industry.
Sandra Baughman (CRD# 5058309) is an Investment Advisor Representative working at Edward Jones in Hamilton, MI and has over 7 years of experience in the finance industry.
Kenneth Bauman (CRD# 2514380) is an Investment Advisor Representative working at West Michigan Advisors, LLC in Holland, MI and has over 29 years of experience in the finance industry.
Nathan Baumann (CRD# 5409584) is an Investment Advisor Representative working at Lvz, Inc. in Holland, MI and has over 15 years of experience in the finance industry.