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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
Timothy Rogowski (CRD# 1111731) is an Investment Advisor Representative working at Stifel Independent Advisors, LLC in Portage, MI and has over 41 years of experience in the finance industry.
Brian Rose (CRD# 1922423) is an Investment Advisor Representative working at Primerica Advisors in Portage, MI and has over 35 years of experience in the finance industry.
Joshua Ruggles (CRD# 6348756) is an Investment Advisor Representative working at Cuso Financial Services in Portage, MI and has over 8 years of experience in the finance industry.
Jordan Rummel (CRD# 6587802) is an Investment Advisor Representative working at Lvm Capital Management Ltd in Portage, MI and has over 11 years of experience in the finance industry. Jordan Rummel 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 Saline (CRD# 5094935) is an Investment Advisor Representative working at Fisher Investments in Portage, MI and has over 18 years of experience in the finance industry.
William Sanders (CRD# 2391964) is an Investment Advisor Representative working at Commonwealth Financial Network in Plainwell, MI and has over 29 years of experience in the finance industry. William Sanders 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.
Todd Sanford (CRD# 1161685) is an Investment Advisor Representative working at Mercer Global Advisors Inc. in Portage, MI and has over 40 years of experience in the finance industry. Todd Sanford 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.
Timothy Schauer (CRD# 4624748) is an Investment Advisor Representative working at Docsa Capital Management, Inc. in Portage, MI and has over 23 years of experience in the finance industry.
Clayton Schauss (CRD# 6289016) is an Investment Advisor Representative working at Edward Jones in Allegan, MI and has over 10 years of experience in the finance industry.
Kurt Schmitt (CRD# 2908108) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Richland, MI and has over 23 years of experience in the finance industry.