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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
Patrick Van Sumeren (CRD# 2154315) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Bay City, MI and has over 33 years of experience in the finance industry.
Michael Wegener (CRD# 2936134) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Bay City, MI and has over 26 years of experience in the finance industry.
Michael Wilcox (CRD# 2447342) is an Investment Advisor Representative working at Lpl Financial LLC in Bay City, MI and has over 30 years of experience in the finance industry. Michael Wilcox 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.
Tammy Witzgall (CRD# 4149927) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Saginaw, MI and has over 23 years of experience in the finance industry.
Brenda Wolpert (CRD# 3209929) is an Investment Advisor Representative working at Transamerica Retirement Advisors, LLC in Saginaw, MI and has over 24 years of experience in the finance industry.
Jeffery Wood (CRD# 6031148) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Saginaw, MI and has over 10 years of experience in the finance industry.
Weston Woodbridge (CRD# 5912677) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Saginaw, MI and has over 11 years of experience in the finance industry.
Kevin Wray (CRD# 2352166) is an Investment Advisor Representative working at Insight Folios in Pinconning, MI and has over 30 years of experience in the finance industry.
Jeffrey Yantz (CRD# 4037243) is an Investment Advisor Representative working at Edward Jones in Bay City, MI and has over 24 years of experience in the finance industry.