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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
Jeffery Adams (CRD# 4992131) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Ann Arbor, MI and has over 18 years of experience in the finance industry.
Kelly Adams (CRD# 2803401) is an Investment Advisor Representative working at Harbor Light Planning in Wixom, MI and has over 27 years of experience in the finance industry. Kelly Adams 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 Adams (CRD# 6489315) is an Investment Advisor Representative working at Cg Advisory Services in Williamston, MI and has over 7 years of experience in the finance industry.
Michael Addor (CRD# 2029983) is an Investment Advisor Representative working at Hantz Financial Services, Inc. in Ann Arbor, MI and has over 34 years of experience in the finance industry. Michael Addor 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.
Kathleen Aksten (CRD# 1225610) is an Investment Advisor Representative working at Lpl Financial LLC in Brighton, MI and has over 30 years of experience in the finance industry.
Lowell Albert (CRD# 4068287) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Okemos, MI and has over 22 years of experience in the finance industry.
Kelley Albrant (CRD# 6751518) is an Investment Advisor Representative working at Edward Jones in Howell, MI and has over 6 years of experience in the finance industry.
Allen Albrecht (CRD# 1559985) is an Investment Advisor Representative working at Spc in Ann Arbor, MI and has over 26 years of experience in the finance industry.
Steve Alexandrowski (CRD# 4612834) is an Investment Advisor Representative working at Gem Asset Management, LLC in Plymouth, MI and has 1 year of experience in the finance industry. Steve Alexandrowski 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.
After sharpening my skills at a major Wall Street firm in the Bay Area, I realized that my personal and professional standards were better aligned with an independent, comprehensive, and holistic firm to better serve my clients’ best interests. As your trusted advisor, listening to you and your family’s dreams and values gives me the depth of understanding to guide our investment decisions. Because we’re better together.
Born in the Bay Area, I was forced to seek stability and dance with uncertainty from an early age in the foster care system. My ability to listen, comprehend, and tailor creative...