Professional Background CheckInformation on professionals, their work history and resumes

Find Professionals

Certified Financial Planners in Michigan

Certified Financial Planners in Traverse City, MI

Find a professional & check records

Here is a complete list of most professional Certified Financial Planners nearby.

Be sure to visit other cities near here to get the names of more professionals.

The Trustoria Service Professional Directory provides people with all the information needed to get the right person for any need.

5 results found

Bryan Poirier Traverse City, MI

Professions & Specialties

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

Experience & Education

Position:
Certified Financial Planner at Questar Capital/Larkin Group
Title:
CFP with Questar Capital/Larkin Group
Location:
Traverse City, Michigan
Industry:
Investment Management
Work history:
Questar Capital/Larkin Group Certified Financial Plannersince Jan 2007
Full Profile

Mark Herman Traverse City, MI

Professions & Specialties

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

Experience & Education

Position:
CPF, Investment Manager at Up North Financial, LLC
Title:
Mark Herman, CFP, Investment Manager
Location:
Traverse City, Michigan
Industry:
Financial Services
Work history:
Up North Financial, LLC - Traverse City, MICPF, Investment Managersince Aug 2009
Full Profile

Autumn Soltysiak Traverse City, MI

Professions & Specialties

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

Experience & Education

Work

Company:
Wells fargo advisors, llc
Certified financial planner
Company:
Wells fargo advisors, llc
Financial consultant
Full Profile

Jay Berger Traverse City, MI

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Certified Financial Planner • Puchasing and Estimating Manager • Owner • Chief Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Manager • Tax Preparer • Independent Business Owners • Tax Accountant • Construction • Advisor • Contractor • Fiduciary • Trust Law Attorney • Lawyers • Information Technology Specialist • Software Developers • IT Specialist

Experience & Education

Position:
Owner at Independent Wealth Management
Title:
Owner, Independent Wealth Management
Location:
Traverse City, Michigan
Industry:
Financial Services
Work history:
Independent Wealth Management Ownersince Jan 2008The Rehmann Group - Rehmann Financial Financial AdvisorJan 2007 - Dec 2007
Full Profile

Penny Sweeney Traverse City, MI

Professions & Specialties

Collector • Repossessor • Collections Specialist • Puchasing and Estimating Manager • Supporting Member • Leader • Team Member • Managers • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Manager • Health Professional • Health Practitioner

Experience & Education

Position:
Registered Client Associate at The Grandview Group of Wells Fargo Advisors, LLC
Title:
Registered Client Associate
Location:
Traverse City, Michigan
Industry:
Financial Services
Work history:
The Grandview Group of Wells Fargo Advisors, LLC - Traverse City, MichiganRegistered Client Associatesince Jun 2012Hagerty Insurance Agency, LLC - Traverse City, MICorporate Development OfficerMay 1990 - Mar 2012
Certified Financial Planner Prof Education Program
Full Profile

Certified Financial Planners near Traverse City, MI01CadillacHonorCharlevoix


Certified Financial Planners around Traverse City, MI

Cadillac  (1)
Charlevoix  (1)
Honor  (1)

Certified Financial Planners in Michigan