-
Distance Metro area (25 miles)
-
COMPENSATION Either
-
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
Mark Weathers (CRD# 4600963) is an Investment Advisor Representative working at Black Diamond Investment Group,inc. in Kalamazoo, MI and has 1 year of experience in the finance industry. Mark Weathers 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.
Cory Wietfeldt (CRD# 2423429) is an Investment Advisor Representative working at Cws Financial Advisors LLC in Kalamazoo, MI and has over 30 years of experience in the finance industry. Cory Wietfeldt 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.
Ronald Wiser (CRD# 470549) is an Investment Advisor Representative working at Kestra Advisory Services, LLC in Kalamazoo, MI and has over 32 years of experience in the finance industry. Ronald Wiser 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.
Jeffrey Witt (CRD# 4213548) is an Investment Advisor Representative working at Oppenheimer & Company Inc. in Kalamazoo, MI and has over 23 years of experience in the finance industry.
Matthew Wolff (CRD# 2463965) is an Investment Advisor Representative working at Wolff Financial Management LLC in Kalamazoo, MI and has over 30 years of experience in the finance industry. Matthew Wolff 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.
Charles Ybema (CRD# 2864900) is an Investment Advisor Representative working at Arcadia Investment Management Corp in Kalamazoo, MI and has over 26 years of experience in the finance industry.
Nick Yetter (CRD# 4088225) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Kalamazoo, MI and has over 24 years of experience in the finance industry.
Daniel Youngs (CRD# 1076279) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Kalamazoo, MI and has over 41 years of experience in the finance industry. Daniel Youngs 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.
Jonathan Vargo (CRD# 5688827) is an Investment Advisor Representative working at Edward Jones in Kalamazoo, MI and has over 14 years of experience in the finance industry. Jonathan Vargo 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.
David Ackley (CRD# 7915315) is an Investment Advisor Representative working at Equitable Advisors, LLC in Kalamazoo, MI and has 1 year of experience in the finance industry.