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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
Kaushik Meisheri (CRD# 3165856) is an Investment Advisor Representative working at Lifetime Equity Investments LLC in Kalamazoo, MI and has over 25 years of experience in the finance industry.
Christopher Merrill (CRD# 5777478) is an Investment Advisor Representative working at Fifth Third Securities, Inc. in Kalamazoo, MI and has over 13 years of experience in the finance industry.
Nicholas Messer (CRD# 6302892) is an Investment Advisor Representative working at Kestra Advisory Services, LLC in Kalamazoo, MI and has over 9 years of experience in the finance industry. Nicholas Messer 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.
Neal Miedema (CRD# 4137991) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Kalamazoo, MI and has over 22 years of experience in the finance industry.
James Miller (CRD# 713338) is an Investment Advisor Representative working at Kestra Advisory Services, LLC in Kalamazoo, MI and has over 43 years of experience in the finance industry.
Kevin Miller (CRD# 4861915) is an Investment Advisor Representative working at Trunorth Capital Management, LLC in Kalamazoo, MI and has 1 year of experience in the finance industry. Kevin Miller 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.
Lawrence Mjovig (CRD# 2626009) is an Investment Advisor Representative working at Lpl Financial LLC in Kalamazoo, MI and has over 29 years of experience in the finance industry.
James Montmorency (CRD# 1525332) is an Investment Advisor Representative working at Oppenheimer & Company Inc. in Kalamazoo, MI and has over 37 years of experience in the finance industry.
Kyle Montmorency (CRD# 6486336) is an Investment Advisor Representative working at Oppenheimer & Company Inc. in Kalamazoo, MI and has over 8 years of experience in the finance industry. Kyle Montmorency 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 Mueller (CRD# 4347814) is an Investment Advisor Representative working at Arcadia Investment Management Corp in Kalamazoo, MI and has 1 year of experience in the finance industry.