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Distance Only Ada, MI
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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
Rachael McKellar (CRD# 4821822) is an Investment Advisor Representative working at Principal Securities, Inc. in Ada, MI and has over 19 years of experience in the finance industry.
Robert McPeak (CRD# 3013686) is an Investment Advisor Representative working at Usa Financial Securities Corporation in Ada, MI and has over 26 years of experience in the finance industry.
Mark Mersman (CRD# 4702400) is an Investment Advisor Representative working at Usa Financial Securities Corporation in Ada, MI and has over 20 years of experience in the finance industry.
Rebecca Miller (CRD# 6415330) is an Investment Advisor Representative working at Usa Financial Securities Corporation in Ada, MI and has over 9 years of experience in the finance industry.
Jeremy Moore (CRD# 5360039) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Ada, MI and has over 13 years of experience in the finance industry.
Laura Morrison (CRD# 5798489) is an Investment Advisor Representative working at Edward Jones in Ada, MI and has over 13 years of experience in the finance industry.
David Muilenberg (CRD# 1057888) is an Investment Advisor Representative working at Lpl Financial LLC in Ada, MI and has over 41 years of experience in the finance industry.
Randall Murphy (CRD# 5109573) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Ada, MI and has over 17 years of experience in the finance industry. Randall Murphy 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.
John Myers (CRD# 4570767) is an Investment Advisor Representative working at Usa Financial Securities Corporation in Ada, MI and has over 23 years of experience in the finance industry.
Patrick Newcombe (CRD# 2177778) is an Investment Advisor Representative working at Calder Financial Group in Ada, MI and has over 29 years of experience in the finance industry. Patrick Newcombe 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.