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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
Richard Cech (CRD# 4552379) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Oakland, MI and has over 21 years of experience in the finance industry.
Marlene Kaltz (CRD# 4172152) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Oakland, MI and has over 23 years of experience in the finance industry.
Joshua Brooks (CRD# 4912388) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Oakland, MI and has over 5 years of experience in the finance industry.
Nicholas Goode (CRD# 4661126) is an Investment Advisor Representative working at Center For Wealth Planning Advisors, Inc. in Troy, MI and has over 15 years of experience in the finance industry.
Nicholas Goode brings 15 years of financial services industry experience to a broad range of individuals, business owners, and professionals seeking comprehensive financial planning and wealth management strategies from an independent perspective. He specializes in helping small business owners, entrepreneurs, medical professionals, and their families develop investment and retirement income planning,...
Kenneth Duetsch II (CRD# 2117710) is an Investment Advisor Representative working at Grand Capital Advisors, a fee-only RIA in Grand Blanc, MI and has over 32 years of experience in the finance industry. Kenneth Duetsch 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...
Stephen Schiestel (CRD# 7076674) is an Investment Advisor Representative working at Grand Capital Advisors, LLC in Grand Blanc, MI and has 19 year of experience in the wealth management industry. Steve has obtained the Chartered Financial Advisor® (CFA®) designation. The CFA designation is arguably the most respected designation in finance with a weighted average pass rate around 11%. To obtain this designation, candidates sit for three exams, each requiring a minimum of 300 hours of intense study. Steve has also obtained a Master of Business Administration (MBA) from Michigan State University...
Kenneth Bernard (CRD# 4713729) is an Investment Advisor Representative working at Bernard Wealth Management Corp. in Royal Oak, MI and has 22 years of experience in the finance industry.
Rebecca Abel (CRD# 4216990) is an Investment Advisor Representative working at Strategic Blueprint, LLC in Farmington Hills, MI and has over 23 years of experience in the finance industry. Rebecca Abel 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.
Richard Abernathy (CRD# 3151669) is an Investment Advisor Representative working at Esi Financial Advisors in Troy, MI and has over 24 years of experience in the finance industry.
Robert Abraham (CRD# 5480510) is an Investment Advisor Representative working at Lpl Financial LLC in Rochester, MI and has over 13 years of experience in the finance industry.