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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
Brian Klemczak (CRD# 5919834) is an Investment Advisor Representative working at Washington Avenue Advisors in Lansing, MI and has over 10 years of experience in the finance industry. Brian Klemczak 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.
Caitlin Koppelman (CRD# 6178843) is an Investment Advisor Representative working at Guidestream Financial, Inc. in Spring Arbor, MI and has over 10 years of experience in the finance industry.
Andrew Krochalk (CRD# 5767245) is an Investment Advisor Representative working at Advice And Planning Services in East Lansing, MI and has over 14 years of experience in the finance industry.
Kevin Lamarre (CRD# 1368241) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Jackson, MI and has over 38 years of experience in the finance industry.
Christopher Langley (CRD# 5954665) is an Investment Advisor Representative working at Edward Jones in Jackson, MI and has over 12 years of experience in the finance industry.
Kelly Langley (CRD# 5265317) is an Investment Advisor Representative working at Edward Jones in Jackson, MI and has over 17 years of experience in the finance industry.
Martin Latchaw (CRD# 4310598) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Charlotte, MI and has over 23 years of experience in the finance industry. Martin Latchaw 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.
Martin Lee (CRD# 4024387) is an Investment Advisor Representative working at Church Organizers Foundation in Mason, MI and has over 24 years of experience in the finance industry.
David Lennox (CRD# 4666203) is an Investment Advisor Representative working at Edward Jones in Jackson, MI and has over 20 years of experience in the finance industry.
David Leonard (CRD# 1184845) is an Investment Advisor Representative working at Ryzome Investment Advisors in Okemos, MI and has over 40 years of experience in the finance industry.