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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
Christine Lindberg (CRD# 5092775) is an Investment Advisor Representative working at Zhang Financial in Portage, MI and has over 18 years of experience in the finance industry.
William Liston (CRD# 1961482) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Portage, MI and has over 34 years of experience in the finance industry.
Christine Loc (CRD# 2974485) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Portage, MI and has over 20 years of experience in the finance industry.
Jerry Love (CRD# 4631038) is an Investment Advisor Representative working at Arcadia Investment Management Corp in Kalamazoo, MI and has 1 year of experience in the finance industry. Jerry Love 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.
Dathan Lumpkins (CRD# 4697042) is an Investment Advisor Representative working at Wells Fargo Advisors in Saint Joseph, MI and has over 20 years of experience in the finance industry.
Kim Macgregor (CRD# 4333051) is an Investment Advisor Representative working at Edward Jones in Dowagiac, MI and has over 23 years of experience in the finance industry.
Gabriel Macias (CRD# 6297013) is an Investment Advisor Representative working at Lincoln Investment in Stevensville, MI and has over 9 years of experience in the finance industry.
Michelle Maley (CRD# 4035898) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Kalamazoo, MI and has over 23 years of experience in the finance industry.
Jordan Marchewka (CRD# 6853563) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Kalamazoo, MI and has over 5 years of experience in the finance industry. Jordan Marchewka 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.
Robert Marciniak (CRD# 2376062) is an Investment Advisor Representative working at Edward Jones in Allegan, MI and has over 30 years of experience in the finance industry.