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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
Shelby Butler (CRD# 5215098) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Wayland, MI and has over 17 years of experience in the finance industry.
David Hart (CRD# 3200137) is an Investment Advisor Representative working at Edward Jones in Wayland, MI and has over 24 years of experience in the finance industry.
Alexander Kubiak (CRD# 6374613) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Wayland, MI and has over 8 years of experience in the finance industry.
Philip Maass (CRD# 4945427) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Wayland, MI and has over 18 years of experience in the finance industry.
Patrick McCullough (CRD# 1960779) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Wayland, MI and has over 34 years of experience in the finance industry. Patrick McCullough 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.
Phyllis Wordhouse (CRD# 1181830) is an Investment Advisor Representative working at Wordhouse Wealth Coaching in Wayland, MI and has over 40 years of experience in the finance industry. Phyllis Wordhouse 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.
Weston Packer (CRD# 7518078) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Wayland, MI and has over 2 years of experience in the finance industry.
Riley Aalderink (CRD# 6504831) is an Investment Advisor Representative working at Advisory Alpha, LLC in Holland, MI and has over 6 years of experience in the finance industry.
Rishi Acharya (CRD# 4414566) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Ada, MI and has over 20 years of experience in the finance industry.
Craig Ackermann (CRD# 4187403) is an Investment Advisor Representative working at Stewardship Trust Advisors in Grandville, MI and has over 23 years of experience in the finance industry. Craig Ackermann 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.