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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
Justin Blevins (CRD# 5741851) is an Investment Advisor Representative working at Lpl Financial LLC in Swartz Creek, MI and has over 13 years of experience in the finance industry.
Timothy Bright (CRD# 4892126) is an Investment Advisor Representative working at Lpl Financial LLC in Swartz Creek, MI and has over 19 years of experience in the finance industry.
Donald Flenniken (CRD# 1443685) is an Investment Advisor Representative working at Clear Creek Financial Management, LLC in Swartz Creek, MI and has over 38 years of experience in the finance industry. Donald Flenniken 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 Herhold (CRD# 4577415) is an Investment Advisor Representative working at Security First Financial in Swartz Creek, MI and has over 13 years of experience in the finance industry.
Jared Whittey (CRD# 4208077) is an Investment Advisor Representative working at Lpl Financial LLC in Swartz Creek, MI and has over 23 years of experience in the finance industry.
Chase Clark (CRD# 7266001) is an Investment Advisor Representative working at Lpl Financial LLC in Swartz Creek, MI and has 1 year of experience in the finance industry.
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...
Gregory Adamczyk (CRD# 5616108) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Hartland, MI and has over 15 years of experience in the finance industry.
Bianca Adamo-Leece (CRD# 4473397) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Flushing, MI and has over 21 years of experience in the finance industry.