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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
Lisa Pleiness (CRD# 6409359) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Kalamazoo, MI and has over 7 years of experience in the finance industry.
Ross Pollard (CRD# 4487748) is an Investment Advisor Representative working at Breakwater Capital in Kalamazoo, MI and has over 22 years of experience in the finance industry. Ross Pollard 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.
Andrew Price (CRD# 4549603) is an Investment Advisor Representative working at Bright Financial Advisors, Inc. in Portage, MI and has over 21 years of experience in the finance industry. Andrew Price 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.
Sabrina Pritchett-Evans (CRD# 2986420) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Kalamazoo, MI and has over 23 years of experience in the finance industry.
Charles Prudhomme (CRD# 3180275) is an Investment Advisor Representative working at Lvm Capital Management Ltd in Portage, MI and has over 25 years of experience in the finance industry. Charles Prudhomme 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.
Aaron Puff (CRD# 4706458) is an Investment Advisor Representative working at Lpl Financial LLC in Kalamazoo, MI and has over 19 years of experience in the finance industry.
Terry Rau (CRD# 707796) is an Investment Advisor Representative working at Sequence Analytix, LLC in Mattawan, MI and has over 29 years of experience in the finance industry.
Kent Ray (CRD# 1217076) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Portage, MI and has over 40 years of experience in the finance industry.
Jason Reed (CRD# 5509165) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Kalamazoo, MI and has over 16 years of experience in the finance industry. Jason Reed 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.
Karla Reno (CRD# 5096745) is an Investment Advisor Representative working at Harbour Investments, Inc. in Kalamazoo, MI and has over 18 years of experience in the finance industry.