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Distance Only Portage, 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
James Williams (CRD# 2349880) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Portage, MI and has over 31 years of experience in the finance industry.
Timothy Williams (CRD# 1965284) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Portage, MI and has over 34 years of experience in the finance industry.
Shane Winkelmann (CRD# 5348079) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Portage, MI and has over 14 years of experience in the finance industry.
Ellen Winter (CRD# 2974944) is an Investment Advisor Representative working at Zhang Financial in Portage, MI and has over 25 years of experience in the finance industry. Ellen Winter 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.
John Wolfe (CRD# 1218558) is an Investment Advisor Representative working at John A. Wolfe & Associates, Inc. in Portage, MI and has over 40 years of experience in the finance industry. John Wolfe 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.
Mark Yatros (CRD# 2256011) is an Investment Advisor Representative working at Commonwealth Financial Network in Portage, MI and has over 31 years of experience in the finance industry. Mark Yatros 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.
Elizabeth Yunker (CRD# 6210560) is an Investment Advisor Representative working at Mercer Global Advisors Inc. in Portage, MI and has over 6 years of experience in the finance industry. Elizabeth Yunker 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.
Fouad Zeaiter (CRD# 1620749) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Portage, MI and has over 37 years of experience in the finance industry.
Charles Zhang (CRD# 2149094) is an Investment Advisor Representative working at Zhang Financial in Portage, MI and has over 32 years of experience in the finance industry. Charles Zhang 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.
Yuanlei Zhu (CRD# 5881611) is an Investment Advisor Representative working at Zhang Financial in Portage, MI and has 1 year of experience in the finance industry.