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Certified Financial Planners in Michigan

Certified Financial Planners in Grand Rapids, MI

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Here is a complete list of nearly all professional Certified Financial Planners in Grand Rapids, MI.

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131 results found

Dan Melnyk Grand Rapids, MI

Professions & Specialties

Financial Consultant • Certified Financial Planner • Financial Services Professional • Financial Services Sales Agent • Puchasing and Estimating Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Business Analyst • Analyst • Analysts • Financial Manager • Logistician • Chief Executive • Operations Manager • Bachelor of Business Administration • Services Professional • Sales and Service Specialist • Sales Agent • Sales Representative

Experience & Education

Position:
Financial Advisor - Certified Financial Planner CFP at Edward Jones
Title:
Financial Advisor - CFP Edward Jones
Location:
Greater Grand Rapids, Michigan Area
Industry:
Financial Services
Work history:
Edward Jones - 177 College Avenue Holland, Michigan 49423Financial Advisor - Certified Financial Planner CFPsince May 2008International Profit Associates - NationwideSenior Business AnalystJan 2007 - May 2008
Skills:
Project Management, Mergers, Supplier Development, Leadership, Cash Flow, Strategic Planning,...
Full Profile

Ronald Surksum Grand Rapids, MI

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Analyst • Analysts • Financial Manager • Food service • Volunteer • Non-Profit • Chief Executive • Human Resources Specialist • Recruitment • Fiduciary • Trust Law Attorney • Lawyers • Governor • Government Administration Officer • Civil Servant • General Practitioner • Physician • Nurse • Nurse Practitioner

Experience & Education

Position:
Certified Financial Planner (TM) at Advanced Asset Management, LLC
Location:
Greater Grand Rapids, Michigan Area
Industry:
Financial Services
Work history:
Advanced Asset Management, LLC Certified Financial Planner (TM)since Jan 1997IDS / American Express Financial Advisors Financial Paraplanner / AnalystFeb 1992 - Jun 1997
Skills:
I am a family practitioner, I review your financial position and consult on ways for you to improve ...
Full Profile

Rob Spicuzza Grand Rapids, MI

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Financial Services Sales Agent • Owner • Partner • Chief Executive • Financial Manager • Operations Manager • Team Member • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Independent Insurance Producer at CFP of Michigan, Owner/Partner at Krystal Klear Cleaning Services
Title:
Business owner
Location:
Greater Grand Rapids, Michigan Area
Industry:
Facilities Services
Work history:
CFP of Michigan Independent Insurance ProducerKrystal Klear Cleaning Services - Grand Rapids, MichiganOwner/Partnersince Jan 2013
Full Profile

Tammy Bailey Grand Rapids, MI

Professions & Specialties

Certified Financial Planner • Financial Consultant • Puchasing and Estimating Manager • Financial Services Professional • Financial Services Sales Agent • Management Analyst • Analysts • Financial Manager

Experience & Education

Position:
Wealth Strategist at Northern Trust
Title:
Wealth Strategist
Location:
Greater Grand Rapids, Michigan Area
Industry:
Investment Management
Work history:
Northern Trust Wealth Strategistsince Feb 1999NBD/Bank One Financial ConsultantApr 1987 - Feb 1999
Skills:
Trust Services, Estate Planning, Investment Advisory, Trusts, Wealth Management, High Net Worth...
Full Profile

Tom Picardy Grand Rapids, MI

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Owner • Financial Manager • Chief Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Owner at Fortune Financial Solutions, LLC, Certified Financial Planner at LPL Financial
Title:
Certified Financial Planner
Location:
Greater Grand Rapids, Michigan Area
Industry:
Financial Services
Work history:
Fortune Financial Solutions, LLC Ownersince Dec 2005LPL Financial Certified Financial Plannersince Dec 2005
Skills:
Life Insurance, Asset Managment, Retirement Planning, 401k, Estate Planning, IRAs, 401k Rollovers,...
Full Profile

Peter Haller Grand Rapids, MI

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Vice President • Chief Executive • Financial Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Guide • Advisor • Tour Guide • Certified Nurse Aide • Nurse • Nurse Practitioner

Experience & Education

Position:
VP at Founders Bank & Trust, VP & Trust Administrator CFP at Founders Bank & Trust
Title:
VP & Trust Administrator CFP at Founders Bank & Trust
Location:
Greater Grand Rapids, Michigan Area
Industry:
Financial Services
Work history:
Founders Bank & Trust VPsince Aug 2000Founders Bank & Trust VP & Trust Administrator CFPsince Aug 2000
Full Profile

Josh Bergsma Grand Rapids, MI

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Administrative Associate • Apprentice • Counselor • Administrative Clerk • Clerical Specialist • Advisor • Financial Manager • Student Worker

Experience & Education

Position:
Finance Intern at Steven K. Freel, CLU, ChFC, CFP
Title:
Administrative Assistant with Steven K. Freel, CLU, ChFC, CFP
Location:
Greater Grand Rapids, Michigan Area
Industry:
Investment Management
Work history:
Steven K. Freel, CLU, ChFC, CFP - Byron Center, MIFinance Internsince Sep 2012Calvin College Office of Development - Grand Rapids, MIStudent Assistant in DevelopmentOct 2011 - Oct 2012
Certifications:
Series 6, 63, FINRA
Full Profile

Lena Abissi Grand Rapids, MI

Professions & Specialties

Financial Planner • Certified Financial Planner • Financial Consultant • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Puchasing and Estimating Manager • Manager • Operations Manager • Financial Manager • Certified Public Accountant • Accounting Bookkeeper • Bookkeeper • Business Manager • Planner

Experience & Education

Position:
Business Manager at Higher Ground Rock Climbing, Tax Manager/Financial Planner at Culver CPA Group, PC
Title:
Tax Manager at Culver CPA Group, PC
Location:
Greater Grand Rapids, Michigan Area
Industry:
Accounting
Work history:
Higher Ground Rock Climbing Business Managersince 1994Culver CPA Group, PC Tax Manager/Financial Plannersince Jan 1991
Full Profile

Kimberly Bolker Grand Rapids, MI

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Representative • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Manager • Psychology Specialist

Experience & Education

Position:
Registered Representative at Sigma Financial
Title:
CERTIFIED FINANCIAL PLANNER(tm) professional
Location:
Greater Grand Rapids, Michigan Area
Industry:
Financial Services
Work history:
Sigma Financial Registered Representativesince Jan 2007
Full Profile

Duke Haynes Grand Rapids, MI

Professions & Specialties

Estate Planner • Certified Financial Planner • Puchasing and Estimating Manager • Financial Manager

Experience & Education

Position:
Estate Planner at Senior Planning Resource
Location:
Greater Grand Rapids, Michigan Area
Industry:
Insurance
Work history:
Senior Planning Resource Estate Plannersince Feb 2008
Full Profile

Michael Devries Grand Rapids, MI

Professions & Specialties

Financial Consultant • Certified Financial Planner • Financial Services Professional • Financial Services Sales Agent • Puchasing and Estimating Manager • Owner • Chief Executive • Financial Manager • Business Consultant • Management Consultant • Advisor • Management Analyst • Analysts • Agent • Sales Representative

Experience & Education

Position:
Business Consultant and Financial Advisor to Physicians and Dentists at VMDE, Inc
Title:
Owner, VMDE, Inc.
Location:
Greater Grand Rapids, Michigan Area
Industry:
Accounting
Work history:
VMDE, Inc Business Consultant and Financial Advisor to Physicians and Dentistssince Jan 1985
Skills:
Strategic, Ideation, Positivity, Strategy, Financial Reporting
Full Profile

Nick Barlow Grand Rapids, MI

Professions & Specialties

Estate Planner • Certified Financial Planner • Puchasing and Estimating Manager • Volunteer • Non-Profit • Financial Manager • Psychology Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Sales at Volunteer Energy Services, Inc.
Title:
Volunteer Energy Services
Location:
Greater Grand Rapids, Michigan Area
Industry:
Oil & Energy
Work history:
Volunteer Energy Services, Inc. Salessince Sep 2009Northwestern Mutual Estate Planner1984 - 1992
Full Profile

Paul Kitzrow Grand Rapids, MI

Professions & Specialties

Financial Consultant • Certified Financial Planner • Financial Services Professional • Financial Services Sales Agent • Puchasing and Estimating Manager • School Principal • School Administrator • Educational Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Analyst • Advisor • Analysts • Financial Manager

Experience & Education

Position:
Principal at Lyons Kitzrow
Location:
Greater Grand Rapids, Michigan Area
Industry:
Financial Services
Work history:
Lyons Kitzrow Principalsince Jul 2011Woodbury Financial Financial AdvisorApr 2008 - Aug 2011
Full Profile

Michael Ladd Grand Rapids, MI

Professions & Specialties

Financial Consultant • Certified Financial Planner • Financial Planner • Financial Services Professional • Financial Services Sales Agent • Puchasing and Estimating Manager • Financial Management Analyst • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Manager

Experience & Education

Position:
CFP, Financial Advisor at Raymond James & Associates, Inc.
Title:
Financial Advisor at Raymond James
Location:
Greater Grand Rapids, Michigan Area
Industry:
Financial Services
Work history:
Raymond James & Associates, Inc. CFP, Financial Advisorsince Apr 2009Merrill Lynch Financial AdvisorJun 2000 - Apr 2009
Full Profile

Daniel Melnyk Grand Rapids, MI

Professions & Specialties

Financial Consultant • Certified Financial Planner • Financial Services Professional • Financial Services Sales Agent • Puchasing and Estimating Manager • Financial Manager • Chief Executive • Operations Manager

Experience & Education

Title:
Financial Advisor - CFP Edward Jones Nationawide
Location:
Greater Grand Rapids, Michigan Area
Industry:
Investment Management
Full Profile

Lisa Timmer Grand Rapids, MI

Professions & Specialties

Financial Consultant • Certified Financial Planner • Financial Services Professional • Financial Services Sales Agent • Puchasing and Estimating Manager • Assistant Vice President • Financial Manager • Vice President • Chief Executive

Experience & Education

Position:
Financial Advisor CFP at Chemical Bank
Title:
Financial Advisor, CFP at Chemical Bank
Location:
Greater Grand Rapids, Michigan Area
Industry:
Banking
Work history:
Chemical Bank Financial Advisor CFPsince Jan 2011West Michigan Community Bank Assistant Vice President, Financial AdvisorMay 1996 - Dec 2010
Full Profile

Jana Plaisier Grand Rapids, MI

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Managing Member • Manager • Operations Manager • Financial Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Managing Member, CFP (R) at Plaisier Financial Group LLC
Location:
Greater Grand Rapids, Michigan Area
Industry:
Financial Services
Work history:
Plaisier Financial Group LLC Managing Member, CFP (R)since Sep 2001
Full Profile

Nidal Kanaan Grand Rapids, MI

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Advisor • Representative • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Manager

Experience & Education

Position:
Certified Financial Planner at Vantagepointe Financial Group
Title:
Investment Advisor Representative
Location:
Greater Grand Rapids, Michigan Area
Industry:
Financial Services
Work history:
Vantagepointe Financial Group Certified Financial Plannersince 2009
Full Profile

Scott Bernecker Grand Rapids, MI

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Advisor • Management Analyst • Analysts • Chief Executive Officer • Corporate Executive • Chief Executive • Financial Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Managing Director at Merrill Lynch
Title:
Wealth Management Advisor at Merrill Lynch
Location:
Greater Grand Rapids, Michigan Area
Industry:
Financial Services
Work history:
Merrill Lynch - Greater Grand Rapids, Michigan AreaManaging Directorsince 1997
Full Profile

Pete Haller Grand Rapids, MI

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Vice President • Chief Executive • Financial Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Title:
VP & Trust Administrator CFP at Founders Bank & Trust
Location:
Greater Grand Rapids, Michigan Area
Industry:
Financial Services
Full Profile

Leonard Robinson Grand Rapids, MI

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Manager

Experience & Education

Position:
Certified Financial Planner at Ameriprise Financial
Location:
Greater Grand Rapids, Michigan Area
Industry:
Financial Services
Work history:
Ameriprise Financial Certified Financial Plannersince Sep 1989
Full Profile

Douglas Voisard Grand Rapids, MI

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Chairperson • Vice President • Chief Executive • Financial Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
President at Voisard Asset Management Group
Title:
President of Voisard Asset Management Group / Certified Financial Planner™
Location:
Greater Grand Rapids, Michigan Area
Industry:
Financial Services
Work history:
Voisard Asset Management Group Presidentsince Feb 2002Fifth Third Bank Vice President, Personal Trust DivisionAug 1993 - Feb 2002
Full Profile

Ryan Sheffer Grand Rapids, MI

Professions & Specialties

Certified Financial Planner • Financial Consultant • Puchasing and Estimating Manager • Financial Services Professional • Financial Services Sales Agent • Vice President • Financial Manager • Chief Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Vice President at Advance Capital Management
Title:
Certified Financial Planner at Advance Capital Management
Location:
Greater Grand Rapids, Michigan Area
Industry:
Financial Services
Work history:
Advance Capital Management Vice Presidentsince Aug 2009Advance Capital Management Financial Advisor2005 - 2009
Full Profile

Joanne Sweetman Grand Rapids, MI

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Certified Public Accountant • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • School Principal • School Administrator • Educational Manager • Manager • Financial Manager • Operations Manager

Experience & Education

Position:
Principal at Joanne Sweetman CPA, CFP
Title:
Certified Financial Planner and Certified Public Accountant
Location:
Greater Grand Rapids, Michigan Area
Industry:
Financial Services
Work history:
Joanne Sweetman CPA, CFP Principalsince 2002Deloitte Senior Tax Manager1992 - 2002
Full Profile

Ryan Sheffer Grand Rapids, MI

Professions & Specialties

Certified Financial Planner • Financial Consultant • Puchasing and Estimating Manager • Financial Services Professional • Financial Services Sales Agent • Vice President • Financial Manager • Chief Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Vice President at Advance Capital Management
Title:
Certified Financial Planner at Advance Capital Management
Location:
Greater Grand Rapids, Michigan Area
Industry:
Financial Services
Work history:
Advance Capital Management Vice Presidentsince Aug 2009Advance Capital Management Financial Advisor2005 - 2009
Full Profile

Jim Hamilton Grand Rapids, MI

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Manager

Experience & Education

Position:
CFP at ING Financial Partners / JGH & Associates
Title:
Certified Financial Planner
Location:
Greater Grand Rapids, Michigan Area
Industry:
Financial Services
Work history:
ING Financial Partners / JGH & Associates - Greater Grand Rapids, Michigan AreaCFPsince Oct 1993
Skills:
Wealth Management, Strategic Financial Planning, Retirement Planning, Investment Advisory,...
Full Profile

Tamara Sytsma Grand Rapids, MI

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Manager

Experience & Education

Position:
Certified Financial Planner™ at The Sytsma Group
Location:
Greater Grand Rapids, Michigan Area
Industry:
Financial Services
Work history:
The Sytsma Group Certified Financial Planner™since Sep 2003
Skills:
I specialize in working closely with families and their family owned business to coordinate there...
Full Profile

Kim Schaver Grand Rapids, MI

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Manager

Experience & Education

Title:
CERTIFIED FINANCIAL PLANNER(tm) professional
Location:
Greater Grand Rapids, Michigan Area
Industry:
Financial Services
Full Profile

Lauren Bailey Grand Rapids, MI

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Public Information Officer • Financial Manager • Elementary School Teacher • Elementary School Teachers • IT Manager

Experience & Education

Position:
CFP Training and Communications Coordinator at network180
Title:
Training and Communications Coordinator for the Community Family Partnership at Network 180
Location:
Greater Grand Rapids, Michigan Area
Industry:
Mental Health Care
Work history:
Network180 CFP Training and Communications Coordinatorsince Dec 2010Teach For America Elementary teacherOct 2008 - Feb 2011
Full Profile

Philip Maass Grand Rapids, MI

Professions & Specialties

Financial Associate • Certified Financial Planner • Financial Services Professional • Financial Services Sales Agent • Puchasing and Estimating Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Manager

Experience & Education

Position:
Certified Financial Planner at Thrivent Financial for Lutherans
Title:
Financial Associate at Thrivent Financial
Location:
Greater Grand Rapids, Michigan Area
Industry:
Financial Services
Work history:
Thrivent Financial for Lutherans - S. W. MichiganCertified Financial Plannersince 2005Labatt Food Service - San Antonio, Texas AreaProduce SpecialistSep 2002 - Sep 2005
Full Profile

Eric Lans Grand Rapids, MI

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Partner • Financial Manager • Chief Executive • Finance and Accounting Specialist • Account Manager • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Partner and Certified Financial Planner at First Financial Advisors, Inc.
Title:
Certified Financial Planner at First Financial Advisors, Inc.
Location:
Greater Grand Rapids, Michigan Area
Industry:
Financial Services
Work history:
First Financial Advisors, Inc. Partner and Certified Financial Plannersince Apr 2001Strategic Interactive Account Manager1997 - 2001
Full Profile

Ron Courser Grand Rapids, MI

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Chairperson • Chief Executive • Financial Manager • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
President, Certified Financial Planner at Ron Courser & Associates
Title:
President, Ron Courser & Associates
Location:
Greater Grand Rapids, Michigan Area
Industry:
Financial Services
Work history:
Ron Courser & Associates - Greater Grand Rapids, Michigan AreaPresident, Certified Financial Plannersince 1994
Full Profile

Jeff Fortuna Grand Rapids, MI

Professions & Specialties

Personal Financial Planner • Certified Financial Planner • Puchasing and Estimating Manager • Co-Founder • Founder • Founding Member • Chief Executive • Operations Manager • Financial Manager • Organization Management

Experience & Education

Position:
Co Founder at Affordable housing coalition
Title:
--
Location:
Greater Grand Rapids, Michigan Area
Industry:
Nonprofit Organization Management
Work history:
Affordable housing coalition - USACo Foundersince Jan 1993American Express - Cascade MIPersonal Financial PlannerJan 1992 - Jan 1995
Full Profile

Margret Debruyn Grand Rapids, MI

Professions & Specialties

Certified Financial Planner • Financial Consultant • Puchasing and Estimating Manager • Financial Services Professional • Financial Services Sales Agent • Advisor • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Manager

Experience & Education

Position:
Private Wealth Advisor, CFP, CDFA at Macatawa Bank
Title:
Private Wealth Advisor at Macatawa Bank
Location:
Greater Grand Rapids, Michigan Area
Industry:
Financial Services
Work history:
Macatawa Bank Private Wealth Advisor, CFP, CDFAsince Mar 2004Merrill Lynch Financial Advisor, CFMNov 1997 - Mar 2004
Full Profile

Lee Harris Grand Rapids, MI

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Manager

Experience & Education

Position:
Certified Financial Planner at PlanMember Financial Corporation
Title:
Certified Financial Planner at PlanMember Securities
Location:
Greater Grand Rapids, Michigan Area
Industry:
Financial Services
Work history:
PlanMember Financial Corporation Certified Financial Plannersince Sep 2010ING Financial Partners Certified Financial PlannerJan 2004 - Sep 2010
Full Profile

Randy Schmidt Grand Rapids, MI

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Manager

Experience & Education

Position:
Certified Financial Planner at ChoiceOne Investment Center
Location:
Greater Grand Rapids, Michigan Area
Industry:
Financial Services
Work history:
ChoiceOne Investment Center Certified Financial Plannersince Jul 1998
Full Profile

Kim Obetts Grand Rapids, MI

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Manager

Experience & Education

Position:
CFP at Towne & Country Investment Services
Location:
Greater Grand Rapids, Michigan Area
Industry:
Financial Services
Work history:
Towne & Country Investment Services CFPComerica Bank Wealth Management2003 - 2005
Skills:
Financial planning and asset management
Full Profile

Debbie Lambrix Grand Rapids, MI

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Vice President • Financial Manager • Chief Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Title:
CFP CERTIFIED FINANCIAL PLANNER First VP Investments at Raymond James & Associates
Location:
Greater Grand Rapids, Michigan Area
Industry:
Financial Services
Full Profile

Deborah Lambrix Grand Rapids, MI

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Vice President • Financial Manager • Chief Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Title:
CFP CERTIFIED FINANCIAL PLANNER First VP Investments at Raymond James & Associates
Location:
Greater Grand Rapids, Michigan Area
Industry:
Financial Services
Full Profile

Randy Schmidt Grand Rapids, MI

Professions & Specialties

Certified Financial Planner • Financial Planner • Puchasing and Estimating Manager • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Manager

Experience & Education

Position:
Certified Financial Planner at ChoiceOne Investment Center
Location:
Greater Grand Rapids, Michigan Area
Industry:
Financial Services
Work history:
ChoiceOne Investment Center Certified Financial Plannersince Jul 1998ChoiceOne Bank Financial Planner1998 - 2011
Full Profile

Archie Blood Grand Rapids, MI

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Owner • Chief Executive • Financial Manager • Master of Business Administration • Finance and Accounting Specialist • Tax Preparer • Accounting Bookkeeper • Bookkeeper • Tax Accountant • Adjunct Instructor • Lecturer • Postsecondary Teacher

Experience & Education

Position:
Owner, MBA, CFP at Westshore Financial Services
Location:
Greater Grand Rapids, Michigan Area
Industry:
Financial Services
Work history:
Westshore Financial Services - Holland, MI 49423Owner, MBA, CFPsince Oct 1988
Full Profile

Greg Bootsma Grand Rapids, MI

Professions & Specialties

Financial Consultant • Certified Financial Planner • Financial Services Professional • Financial Services Sales Agent • Puchasing and Estimating Manager • Vice President • Chief Executive • Financial Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
First Vice President, Financial Advisor at Morgan Stanley
Title:
First Vice President | Financial Advisor | CFP®* at Morgan Stanley
Location:
Greater Grand Rapids, Michigan Area
Industry:
Financial Services
Work history:
Morgan Stanley First Vice President, Financial Advisorsince Sep 1998
Full Profile

Robert Rix Grand Rapids, MI

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Counselor • Advisor • Financial Manager

Experience & Education

Position:
CFP & Vice President-Investments at Oppenheimer & Co. Inc.
Title:
CFP & Vice President-Investments at Oppenheimer & Co. Inc. and Financial Services Consultant
Location:
Greater Grand Rapids, Michigan Area
Industry:
Financial Services
Work history:
Oppenheimer & Co. Inc. CFP & Vice President-Investments
Full Profile

Lindsey Chrystan Grand Rapids, MI

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Vice President • Financial Manager • Chief Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Title:
VP Client Relations and Certified Financial Planner at Success Financial Group (Sole Proprietorship)
Location:
Greater Grand Rapids, Michigan Area
Industry:
Financial Services
Full Profile

Al Bruchnak Grand Rapids, MI

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Manager

Experience & Education

Position:
CFP(R) at Raymond James Financial Services
Location:
Greater Grand Rapids, Michigan Area
Industry:
Financial Services
Work history:
Raymond James Financial Services CFP(R)
Full Profile

James Hagel Grand Rapids, MI

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Manager

Experience & Education

Position:
CFP at DeLong & Brower, P.C.
Location:
Greater Grand Rapids, Michigan Area
Industry:
Financial Services
Work history:
DeLong & Brower, P.C. CFP
Full Profile

Lauren Cleveland Grand Rapids, MI

Professions & Specialties

Estate Planner • Certified Financial Planner • Puchasing and Estimating Manager • Legal Intern • Student Lawyer • Financial Manager

Experience & Education

Work

Company:
Plante moran
Estate planner
Company:
Law offices of sean patrick cox - Grand Rapids, MI
Elder law attorney, legal intern
Full Profile

Bob Rix Grand Rapids, MI

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Counselor • Advisor • Financial Manager

Experience & Education

Title:
CFP & Vice President-Investments at Oppenheimer & Co. Inc. and Financial Services Consultant
Location:
Greater Grand Rapids, Michigan Area
Industry:
Financial Services
Full Profile

James Hagel Grand Rapids, MI

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Manager

Experience & Education

Position:
CFP at DeLong & Brower, P.C.
Location:
Greater Grand Rapids, Michigan Area
Industry:
Financial Services
Work history:
DeLong & Brower, P.C. CFP
Full Profile

Joanne Sweetman Grand Rapids, MI

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Certified Public Accountant • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Manager

Experience & Education

Title:
Certified Financial Planner and Certified Public Accountant
Location:
Greater Grand Rapids, Michigan Area
Industry:
Financial Services
Full Profile


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