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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
Joseph Klein (CRD# 2772932) is an Investment Advisor Representative working at Huntington Financial Advisors in Zeeland, MI and has over 27 years of experience in the finance industry.
Carey Koele (CRD# 2311641) is an Investment Advisor Representative working at Lpl Financial LLC in Zeeland, MI and has over 31 years of experience in the finance industry.
Lori Marion (CRD# 5170584) is an Investment Advisor Representative working at Lpl Financial LLC in Zeeland, MI and has over 15 years of experience in the finance industry.
Richard McGowan (CRD# 5132268) is an Investment Advisor Representative working at Fifth Third Securities, Inc. in Zeeland, MI and has over 17 years of experience in the finance industry.
Randall Nederveld (CRD# 4602175) is an Investment Advisor Representative working at Generational Wealth Management in Zeeland, MI and has over 13 years of experience in the finance industry.
Joel Palmbos (CRD# 6349872) is an Investment Advisor Representative working at Advisory Alpha, LLC in Zeeland, MI and has over 9 years of experience in the finance industry.
Joshua Swanson (CRD# 5903047) is an Investment Advisor Representative working at Edward Jones in Zeeland, MI and has over 7 years of experience in the finance industry.
Michael Tacchella (CRD# 4932911) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Zeeland, MI and has over 18 years of experience in the finance industry.
Andrew Tinholt (CRD# 7053461) is an Investment Advisor Representative working at Edward Jones in Zeeland, MI and has over 5 years of experience in the finance industry.
David Wilson (CRD# 2582912) is an Investment Advisor Representative working at Generational Wealth Management in Zeeland, MI and has over 29 years of experience in the finance industry. David Wilson 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.