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Distance Only Grand Rapids, 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
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.
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.
Michael Beach (CRD# 2400438) is an Investment Advisor Representative working at Lpl Financial LLC in Grand Rapids, MI and has over 30 years of experience in the finance industry.
Donald Beesley (CRD# 1541425) is an Investment Advisor Representative working at Centennial Securities Company Inc. in Grand Rapids, MI and has over 37 years of experience in the finance industry.
Michael Behrens (CRD# 2343303) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Grand Rapids, MI and has over 31 years of experience in the finance industry.
Bradley Berger (CRD# 5843049) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Grand Rapids, MI and has over 12 years of experience in the finance industry.
Michael Berkemeier (CRD# 4437147) is an Investment Advisor Representative working at Innovia Wealth, LLC in Grand Rapids, MI and has over 21 years of experience in the finance industry.
Mario Bernardi (CRD# 1542163) is an Investment Advisor Representative working at Centennial Securities Company Inc. in Grand Rapids, MI and has over 37 years of experience in the finance industry.