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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
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.
Bryan Allen (CRD# 6896222) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in East Lansing, MI and has over 5 years of experience in the finance industry.
Ener Almanza (CRD# 5884988) is an Investment Advisor Representative working at Private Advisor Group, LLC in East Lansing, MI and has over 7 years of experience in the finance industry.
Scott Ammon (CRD# 1999703) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in East Lansing, MI and has over 34 years of experience in the finance industry.
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...
Jerod Andersen (CRD# 3009924) is an Investment Advisor Representative working at Spc in Ann Arbor, MI and has over 26 years of experience in the finance industry.
Patrick Anderson (CRD# 2348027) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Okemos, MI and has over 30 years of experience in the finance industry. Patrick Anderson 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.
Rachel Anderson (CRD# 5427633) is an Investment Advisor Representative working at Fairhaven Financial Advisory Corporation in East Lansing, MI and has over 15 years of experience in the finance industry.
Ryan Anderson (CRD# 4011426) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Ann Arbor, MI and has over 7 years of experience in the finance industry.