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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
Ann Kuppe (CRD# 2482176) is an Investment Advisor Representative working at B. Riley Wealth Advisors, Inc. in Harbert, MI and has over 29 years of experience in the finance industry. Ann Kuppe 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.
Christopher Adams (CRD# 4621831) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in South Bend, IN and has over 21 years of experience in the finance industry.
Aaron Adcock (CRD# 4849315) is an Investment Advisor Representative working at Captrust in Chesterton, IN and has over 19 years of experience in the finance industry.
Man Dee Alevizos (CRD# 6757460) is an Investment Advisor Representative working at Edward Jones in Michigan City, IN and has over 7 years of experience in the finance industry.
Joshua Alexander (CRD# 4568561) is an Investment Advisor Representative working at State Farm Investment Management Corp. in La Porte, IN and has over 21 years of experience in the finance industry.
Kevin Anthony (CRD# 1612027) is an Investment Advisor Representative working at Golden Years Financial Advisors, Inc. in South Bend, IN and has over 37 years of experience in the finance industry.
Michael Anthony (CRD# 7077467) is an Investment Advisor Representative working at Golden Years Financial Advisors, Inc. in South Bend, IN and has over 5 years of experience in the finance industry. Michael Anthony 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.
Kimberly Baldwin (CRD# 5123924) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in South Bend, IN and has over 12 years of experience in the finance industry.
Timothy Barlow (CRD# 5529779) is an Investment Advisor Representative working at Lpl Financial LLC in Buchanan, MI and has over 15 years of experience in the finance industry.
Elizabeth Beall (CRD# 6009129) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Saint Joseph, MI and has over 6 years of experience in the finance industry.