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Distance Only Owosso, MI
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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
Christine Mueller (CRD# 5491962) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Owosso, MI and has over 14 years of experience in the finance industry.
Heidi O'dea (CRD# 2695951) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Owosso, MI and has over 23 years of experience in the finance industry.
Mark Parson (CRD# 6603489) is an Investment Advisor Representative working at Wells Fargo Advisors in Owosso, MI and has over 8 years of experience in the finance industry.
Paul Parson (CRD# 2904113) is an Investment Advisor Representative working at Wells Fargo Advisors in Owosso, MI and has over 26 years of experience in the finance industry.
Andrew Reger (CRD# 6993608) is an Investment Advisor Representative working at Edward Jones in Owosso, MI and has over 5 years of experience in the finance industry.
Kelly Schluckebier (CRD# 6509982) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Owosso, MI and has over 6 years of experience in the finance industry.
Paul Schluckebier (CRD# 1280793) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Owosso, MI and has over 39 years of experience in the finance industry. Paul Schluckebier 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.
Frank Svrcek (CRD# 5432812) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Owosso, MI and has over 16 years of experience in the finance industry.
Kenneth Williams (CRD# 3023623) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Owosso, MI and has over 26 years of experience in the finance industry.
Robert Zalokar (CRD# 1625897) is an Investment Advisor Representative working at Lifegoals Financial Group in Owosso, MI and has over 37 years of experience in the finance industry. Robert Zalokar 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.