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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
Paul Carlson (CRD# 1021718) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Kalamazoo, MI and has over 32 years of experience in the finance industry. Paul Carlson 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.
Jeanne Case (CRD# 7003144) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Kalamazoo, MI and has over 5 years of experience in the finance industry.
Stacy Caudill (CRD# 2840933) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Portage, MI and has over 24 years of experience in the finance industry.
Christopher Chambers (CRD# 3132394) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Portage, MI and has over 25 years of experience in the finance industry.
Lynn Chen-Zhang (CRD# 3125565) is an Investment Advisor Representative working at Zhang Financial in Portage, MI and has over 25 years of experience in the finance industry. Lynn Chen-Zhang 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.
Gregory Chimner (CRD# 2282876) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Portage, MI and has over 31 years of experience in the finance industry.
Deborah Clark (CRD# 4422005) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Plainwell, MI and has over 17 years of experience in the finance industry.
Marc Clauser (CRD# 6582914) is an Investment Advisor Representative working at Principal Securities, Inc. in Kalamazoo, MI and has over 8 years of experience in the finance industry.
David Cleveland (CRD# 4389005) is an Investment Advisor Representative working at Lvm Capital Management Ltd in Portage, MI and has 1 year of experience in the finance industry.
Nicole Coar (CRD# 6034924) is an Investment Advisor Representative working at True Blue Financial, LLC in Stevensville, MI and has over 10 years of experience in the finance industry.