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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
David Greene (CRD# 2641094) is an Investment Advisor Representative working at Usa Financial Securities Corporation in Ada, MI and has over 28 years of experience in the finance industry.
Jeffery Greene (CRD# 6236468) is an Investment Advisor Representative working at Family Capital Management in Grand Rapids, MI and has over 6 years of experience in the finance industry.
Barbara Griffin (CRD# 1731809) is an Investment Advisor Representative working at Robert W. Baird & Company Incorporated in Grand Rapids, MI and has over 36 years of experience in the finance industry.
Carla Grimes-Ooyevaar (CRD# 2906508) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Grand Rapids, MI and has over 26 years of experience in the finance industry.
David Grooters (CRD# 230705) is an Investment Advisor Representative working at Lpl Financial LLC in Ada, MI and has 1 year of experience in the finance industry.
James Haberlein (CRD# 2847206) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Grand Rapids, MI and has over 27 years of experience in the finance industry. James Haberlein 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.
Jeffery Hagen (CRD# 6422701) is an Investment Advisor Representative working at Robert W. Baird & Company Incorporated in Grand Rapids, MI and has over 8 years of experience in the finance industry.
Daniel Haines (CRD# 6868330) is an Investment Advisor Representative working at Summitview Advisors in Ada, MI and has 1 year of experience in the finance industry. Daniel Haines 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.
Thomas Hajny (CRD# 1029417) is an Investment Advisor Representative working at Usa Financial Securities Corporation in Ada, MI and has over 24 years of experience in the finance industry. Thomas Hajny 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.
David Hall (CRD# 234004) is an Investment Advisor Representative working at Northwestern Mutual Investment Services,llc in Grand Rapids, MI and has over 37 years of experience in the finance industry.