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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
Matthew Smith (CRD# 2399310) is an Investment Advisor Representative working at Avantax Advisory Services in Holland, OH and has over 29 years of experience in the finance industry.
Gabriel Thornhill (CRD# 4903718) is an Investment Advisor Representative working at Mpm Wealth Advisors in Holland, OH and has over 19 years of experience in the finance industry.
Darci Lingle (CRD# 7286660) is an Investment Advisor Representative working at Fifth Third Securities, Inc. in Holland, OH and has over 3 years of experience in the finance industry.
Phillip Bollin (CRD# 4537321) is an Investment Advisor Representative working at Bollin Wealth Management, LLC in Perrysburg, OH and has over 13 years of experience in the finance industry. Phillip Bollin 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 putclients' interests first and comply with the Financial Planning Practice...
David Abalos (CRD# 3016364) is an Investment Advisor Representative working at Edward Jones in Lambertville, MI and has over 26 years of experience in the finance industry.
Nicholas Abalos (CRD# 6107473) is an Investment Advisor Representative working at Edward Jones in Temperance, MI and has over 11 years of experience in the finance industry.
Paul Abendroth (CRD# 2146399) is an Investment Advisor Representative working at Venture Visionary Partners LLC in Sylvania, OH and has over 32 years of experience in the finance industry.
Daniel Acheson (CRD# 7039238) is an Investment Advisor Representative working at Munn Wealth Management, LLC in Maumee, OH and has over 5 years of experience in the finance industry. Daniel Acheson 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.
Sandra Adam (CRD# 4704559) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Toledo, OH and has over 20 years of experience in the finance industry.
Anthony Adamshick (CRD# 1971551) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Toledo, OH and has over 34 years of experience in the finance industry.