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Financial Consultants in Michigan

Financial Consultants in Grand Rapids, MI

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250 results found

Steven Sanders Grand Rapids, MI

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Loan Officer • Mortgage Broker • Investment Analyst • Loan Officers • Mortgage Specialist • Puchasing and Estimating Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Representative • Leader • Project Development Specialist • Construction • Advisor • Managers • Skilled Professional • Vice President • Chief Executive • Financial Manager • Geo Scientist • Geoscientist • Customer Service • Registered Medical Assistant • Certified Medical Assistant • Medical Support Assistant • Health Support Worker • Healthcare Support • Medical Assistant • Master of Business Administration • Bachelor of Science • Property Manager • Real Estate Manager • Database Administration Professional • Database Administrator • School Administrator • Educational Manager

Experience & Education

Position:
Financial Advisor at Merrill Lynch
Title:
Financial Advisor with Merrill Lynch
Location:
Greater Grand Rapids, Michigan Area
Industry:
Financial Services
Work history:
Merrill Lynch - Greater Grand Rapids, Michigan AreaFinancial Advisorsince Aug 2012Georgetown Charter Township Township TrusteeFeb 2012 - Nov 2012
Skills:
Life Insurance, Health Insurance, Disability Insurance, Strategic Planning, Sales Management,...
Full Profile

Bill Paarlberg Grand Rapids, MI

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Title:
Financial Consultant at Hilliard Lyons
Location:
Greater Grand Rapids, Michigan Area
Industry:
Investment Management
Full Profile

Deanne Dufford Grand Rapids, MI

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Counselor • Publisher • Advisor • Publishing Professional • Director • Operations Manager • Creative Director • Art Director • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Construction • Customer Relations • Financial Officer • Customer Service • Client Service Officer • Inside Sales Advertising Executive • Advertising Account Executive • Account Service Manager • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Advertising Professional • Advertising Sales Agent • Automotive Specialist • Automotive Professional • Construction Specialist • Construction Laborer • Nurse • Nurse Practitioner

Experience & Education

Position:
Accountant/Financial Consultant at Amicus Management/Management Services Realty, Inc.
Location:
Greater Grand Rapids, Michigan Area
Industry:
Accounting
Work history:
Amicus Management/Management Services Realty, Inc. Accountant/Financial Consultantsince Aug 2007Lighthouse Christian Ministries Director of AdministrationJul 2006 - Sep 2007
Skills:
My specialty is knowing how to keep the 10, 000 foot view in the forefront while working with a...
Full Profile

Carrie Cornelisse Grand Rapids, MI

Professions & Specialties

Financial Consultant • Trader • Capital Markets Professional • Financial Services Professional • Financial Services Sales Agent • Office Assistant • Counselor • Office Clerk • Clerical Specialist • Advisor • Consumer Goods Professional • Commodities Clerk • Premier • Government Service Executive • Government Administration Officer • Civil Servant • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Title:
Executive Assistant at Collins & Associates Executive Search
Location:
Greater Grand Rapids, Michigan Area
Industry:
Staffing and Recruiting
Work history:
Collins & Associates Executive Search - Ada, MIExecutive AssistantAug 2011 - Jan 2013The Sytsma Group Client Services SpecialistSep 2010 - Jul 2011
Skills:
Strategic Planning, Marketing, Budgets, Customer Service, Microsoft Office, Microsoft Excel,...
..be made to persons in states where the financial advisor is not registered
Full Profile

Roger David Grand Rapids, MI

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Counselor • Security • Advisor • School Principal • School Administrator • Educational Manager • Doctor of Medicine • Customer Service • Client Service Officer

Experience & Education

Position:
Financial Advisor at Rinvelt & David, LLC, Disclosure Statements at FSC Securities Corporation
Location:
Greater Grand Rapids, Michigan Area
Industry:
Financial Services
Work history:
Rinvelt & David, LLC Financial Advisorsince Oct 1995FSC Securities Corporation Disclosure Statementssince Dec 2009
Full Profile

Benjamin Ross Grand Rapids, MI

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Client Service Officer • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Customer Service

Experience & Education

Position:
Client Service Representative at Founders Bank & Trust
Location:
Greater Grand Rapids, Michigan Area
Industry:
Financial Services
Work history:
Founders Bank & Trust - Greater Grand Rapids, Michigan AreaClient Service Representativesince Jul 2012Fifth Third Bank - Greater Grand Rapids, Michigan AreaLead Customer Service RepresentativeApr 2012 - Jul 2012
Skills:
Customer Service, PowerPoint, Sales, Team Management, Retail Banking, Banking Relationships,...
..needs and truly being a trusted financial advisor
Full Profile

Jeff Klaasen Grand Rapids, MI

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Vice President • Chief Executive • Premier • Government Service Executive • Government Administration Officer • Civil Servant • Operations Manager • Master of Business Administration • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • School Administrator • Educational Manager • Sales Representative

Experience & Education

Position:
Vice President at Kwekel Companies
Title:
Investment and Commercial Real Estate Professional
Location:
Greater Grand Rapids, Michigan Area
Industry:
Real Estate
Work history:
Kwekel Companies Vice Presidentsince Sep 2005Principal Financial Group Registered Rep / Financial AdvisorJul 2003 - Dec 2006
Full Profile

Brad Sims Grand Rapids, MI

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Marketing Professional • Advertising Professional • Advertising Sales Agent • Partner • Chief Executive • Security • Operations Manager • Bookkeeper

Experience & Education

Position:
Marketing/Advertising Specialist at Alvimar Global
Location:
Greater Grand Rapids, Michigan Area
Industry:
Marketing and Advertising
Work history:
Alvimar Global Marketing/Advertising Specialistsince Jan 2012Royal Securities Company Financial ConsultantOct 2009 - Oct 2011
Full Profile

Michael Cfa Grand Rapids, MI

Professions & Specialties

Financial Consultant • Portfolio Manager • Financial Services Professional • Financial Services Sales Agent • Investment Analyst • Puchasing and Estimating Manager • Financial Analyst • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Advisor • Financial Manager

Experience & Education

Position:
Financial Advisor / Portfolio Mgr at Rehmann Financial, Financial Advisor at The Rehmann Group
Title:
Financial Advisor / Portfolio Mgr at Rehmann Financial
Location:
Greater Grand Rapids, Michigan Area
Industry:
Financial Services
Work history:
Rehmann Financial Financial Advisor / Portfolio Mgrsince Jan 2009The Rehmann Group Financial Advisorsince 2009
Full Profile

Fred Hausman Grand Rapids, MI

Professions & Specialties

Trader • Financial Consultant • Capital Markets Professional • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Position:
Private Equities Trader at Millennium Trading, LLC
Title:
Private Equities Trader
Location:
Greater Grand Rapids, Michigan Area
Industry:
Investment Management
Work history:
Millennium Trading, LLC Private Equities Tradersince Jul 2012Various firms - Greater Grand Rapids, Michigan AreaFinancial AdvisorAug 2007 - Oct 2011
Full Profile

Scott Beardsley Grand Rapids, MI

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Controller • Logistician • Logistics Supply Chain Professional • Automotive Professional

Experience & Education

Position:
Financial Consultant at Kforce
Location:
Greater Grand Rapids, Michigan Area
Industry:
Automotive
Work history:
Kforce Financial Consultantsince Nov 2007Gill Industries Plant Controller2007 - 2009
Full Profile

William Paarlberg Grand Rapids, MI

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Title:
Financial Consultant at Hilliard Lyons
Location:
Greater Grand Rapids, Michigan Area
Industry:
Investment Management
Full Profile

Fred Hausman Grand Rapids, MI

Professions & Specialties

Trader • Financial Consultant • Capital Markets Professional • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Position:
Private Equities Trader at Millennium Trading, LLC
Title:
Private Equities Trader
Location:
Greater Grand Rapids, Michigan Area
Industry:
Investment Management
Work history:
Millennium Trading, LLC Private Equities Tradersince Jul 2012Various firms - Greater Grand Rapids, Michigan AreaFinancial AdvisorAug 2007 - Oct 2011
Full Profile

Katie Hansen Grand Rapids, MI

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Counselor • PR and Communications Professional • Shift Supervisor • Barista • Advisor • Public Relations Professinal • Shift Manager • Managers • Bartender • Customer Service • Client Service Officer • Accounting Bookkeeper • Bookkeeper

Experience & Education

Title:
Financial Consultant at PNC
Location:
Greater Grand Rapids, Michigan Area
Industry:
Public Relations and Communications
Work history:
PNC - Kalamazoo, Michigan AreaFinancial Sales and Services ConsultantAug 2012 - Jun 2013BIGGBY COFFEE Shift Leader and BaristaAug 2007 - Aug 2012
Full Profile

Tanya Sheneman Grand Rapids, MI

Professions & Specialties

Financial Consultant • Banker • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Position:
Licensed Financial Consultant at National City Bank
Location:
Greater Grand Rapids, Michigan Area
Industry:
Investment Banking
Work history:
National City Bank Licensed Financial Consultantsince Jun 2008JP Morgan Chase Licensed Personal Banker2006 - 2008
Full Profile

Ray Normington Grand Rapids, MI

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Chief Executive Officer • Chairperson • Corporate Executive • Chief Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Officer • Financial Manager • Management Team Executive • Operations Manager • Educational Manager

Experience & Education

Position:
CEO/President at Crucible Financial Group
Location:
Greater Grand Rapids, Michigan Area
Industry:
Financial Services
Work history:
Crucible Financial Group CEO/Presidentsince Dec 2011The Auliv Group Financial AdvisorApr 2010 - Nov 2011
Languages:
Spanish
Full Profile

Katey Morse Grand Rapids, MI

Professions & Specialties

Teller • Banker • Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Client Manager • Client Service Officer • Premier • Government Service Executive • Government Administration Officer • Civil Servant • Business Specialist • Customer Service • Operations Manager

Experience & Education

Position:
Client Services Manager at The Bank of Holland
Location:
Greater Grand Rapids, Michigan Area
Industry:
Banking
Work history:
The Bank of Holland - Grand Rapids, MIClient Services Managersince Feb 2012JPMorgan Chase Personal Banker/Small Business SpecialistMar 2003 - Jan 2011
Supported Financial Advisor and Mortgage Officer as needed
Full Profile

Jim Rosset Grand Rapids, MI

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Loan Officers • Advisor • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Founding Member • Chief Executive • Sales Representative

Experience & Education

Position:
Financial Advisor at GLP & Associates, Investment Advisor at Royal Securities Company
Title:
Financial Advisor at GLP & Associates
Location:
Greater Grand Rapids, Michigan Area
Industry:
Financial Services
Work history:
GLP & Associates - Zeeland MIFinancial Advisorsince May 2013Royal Securities Company - Holland MI 616-298-3564Investment Advisorsince Jul 2012
Skills:
Mortgage Lending, Loans, Credit, Consumer Lending, Banking, Mortgage Banking, Refinance, Small...
Full Profile

Barbara Griffin Grand Rapids, MI

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Senior Vice President • Vice President • Chief Executive • Counselor • Advisor • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Senior Vice President at Robert W. Baird & Co.
Location:
Greater Grand Rapids, Michigan Area
Industry:
Financial Services
Work history:
Robert W. Baird & Co. Senior Vice Presidentsince Jun 2009Smith Barney 1st VP-Wealth ManagementJul 1987 - Jun 2009
Skills:
Series 7, Asset Allocation, Series 63
Financial Advisor
Full Profile

Steven Dunkelberg Grand Rapids, MI

Professions & Specialties

Banker • Financial Consultant • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Work

Company:
Fifth third westgate branch
Licensed personal banker
Company:
Merrill lynch financial services
Financial advisor
Full Profile

Mark Oostindie Grand Rapids, MI

Professions & Specialties

Financial Consultant • Financial Planner • Financial Services Professional • Financial Services Sales Agent • Financial Management Analyst • Trader • Capital Markets Professional • Owner • Manager • Chief Executive • Operations Manager • Independent Contractor • Representative • Contractor • Finance and Accounting Specialist • Independent Business Owners • Accounting Bookkeeper • Bookkeeper • Recruitment

Experience & Education

Position:
Owner at Pathway Financial Design (Self-employed), Financial Representative at Pathway Financial...
Title:
Owner, Pathway Financial Design
Location:
Greater Grand Rapids, Michigan Area
Industry:
Financial Services
Work history:
Pathway Financial Design Ownersince Jul 2008Pathway Financial Design LLC Financial Representativesince Jan 2008
Personal Financial Advisor
Full Profile

Stephanie Borum Grand Rapids, MI

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Position:
Financial Consultant at Herman Miller, Inc.
Location:
Greater Grand Rapids, Michigan Area
Industry:
Furniture
Work history:
Herman Miller, Inc. Financial Consultant
Full Profile

Stephen Scholler Grand Rapids, MI

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Title:
Financial Consultant at Wells Fargo
Location:
Greater Grand Rapids, Michigan Area
Industry:
Investment Management
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

Mark Whitman Grand Rapids, MI

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Assistant Vice President • Sales Manager • Sales Director • Vice President • Chief Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Hospital Care Professional • Health Professional • Health Practitioner • Management Analyst • Analysts • Area Manager • Managers • Judicial Law Clerk • Sales Representative

Experience & Education

Position:
Assistant Vice President at Centennial Securities Co., Inc.
Location:
Greater Grand Rapids, Michigan Area
Industry:
Financial Services
Work history:
Centennial Securities Co., Inc. - Grand Rapids, MIAssistant Vice Presidentsince May 2009UBS Financial Services Financial Advisor2004 - 2009
Full Profile

Larry Andreano Grand Rapids, MI

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Vice President • Chief Executive • Adjunct Instructor • Lecturer • Postsecondary Teacher • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Financial Consultant at Royal Securities Company
Title:
VP Investments & Financial Consultant at Royal Securities Company
Location:
Greater Grand Rapids, Michigan Area
Industry:
Financial Services
Work history:
Royal Securities Company Financial Consultantsince Nov 2010
Full Profile

Bob Stelter Grand Rapids, MI

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Senior Project Manager • Senior Manager • Operations Manager • Information Technology Specialist • IT Specialist • Chief Executive • Project Managers • Corporate Executive • Community Service Manager • Government Administration Professional • Business Consultant • Advisor • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Senior Project Manager at State of Michigan
Location:
Greater Grand Rapids, Michigan Area
Industry:
Information Technology and Services
Work history:
State of Michigan - Lansing, Michigan AreaSenior Project Managersince Aug 2011MassMutual Financial Group Financial Advisor2010 - 2011
Skills:
Accounting, Logistics, Business Analysis, Process Improvement, Project Management, Strategic...
Full Profile

Brian Dean Grand Rapids, MI

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Position:
Financial Advisor at Chase
Location:
Greater Grand Rapids, Michigan Area
Industry:
Investment Management
Work history:
Chase Financial Advisor
Full Profile

Laura Pomeroy Grand Rapids, MI

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Position:
Licensed Financial Consultant at National City Bank
Location:
Greater Grand Rapids, Michigan Area
Industry:
Banking
Work history:
National City Bank Licensed Financial Consultant
Full Profile

Steve Scholler Grand Rapids, MI

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Title:
Financial Consultant at Wells Fargo
Location:
Greater Grand Rapids, Michigan Area
Industry:
Investment Management
Full Profile

Andrew Scheidel Grand Rapids, MI

Professions & Specialties

Banker • Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Supporting Member • Counselor • Construction • Team Member • Advisor • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Banker Associate at JP Morgan Private Bank
Title:
Banker Associate at JP Morgan
Location:
Greater Grand Rapids, Michigan Area
Industry:
Financial Services
Work history:
JP Morgan Private Bank Banker Associatesince Jun 2010UBS Financial Advisor & Corporate Stock Benefit ConsultantMay 2007 - Sep 2010
Skills:
Investments, Portfolio Management, Wealth Management, Equities, Series 7, Estate Planning, Uniform...
Full Profile

Robert Hodder Grand Rapids, MI

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Sales Manager • Sales Director • Shop Manager • Assistant Store Manager • Operations Manager • Supervisor • Recognition • Advisor • Managers • Compensations and Benefits

Experience & Education

Position:
Senior Sales Manager, Financial Institutions at Great American Financial Resources
Title:
Senior Sales Manager at Great American Financial Resources
Location:
Greater Grand Rapids, Michigan Area
Industry:
Investment Management
Work history:
Great American Financial Resources - MI, IL, WI, MN, IA and MOSenior Sales Manager, Financial Institutionssince Jan 2010Allegiant Asset Management Sales DirectorApr 2002 - Mar 2009
Collaborated with financial advisor in areas
Full Profile

Floyd Peplinski Grand Rapids, MI

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Commander • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Organization Management • Operations Manager • Lecturer • Postsecondary Teacher

Experience & Education

Position:
Financial Advisor at Edward Jones, OCS Company Commander at Michigan Army National Guard
Title:
Financial Advisor, Edward Jones
Location:
Greater Grand Rapids, Michigan Area
Industry:
Financial Services
Work history:
Edward Jones Financial AdvisorMichigan Army National Guard OCS Company Commandersince Aug 2008
Full Profile

Daniel Healy Grand Rapids, MI

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Chairperson • Chief Executive • Air Transportation Worker • Advisor

Experience & Education

Position:
President at Danish Festival, Inc, Financial Advisor at Daniel J Healy & Associates, a...
Title:
Daniel J Healy & Associates, a financial advisory practice of Ameriprise Financial Services, Inc.
Location:
Greater Grand Rapids, Michigan Area
Industry:
Financial Services
Work history:
Danish Festival, Inc Presidentsince Jan 2011Daniel J Healy & Associates, a financial advisory practice of Ameriprise Financial Services, Inc Financial Advisorsince Nov 1995
Full Profile

Jeffrey Pasma Grand Rapids, MI

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Title:
financial advisor at JPMorgan Chase
Location:
Greater Grand Rapids, Michigan Area
Industry:
Banking
Full Profile

William Roth Grand Rapids, MI

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Trader • Capital Markets Professional • Treasurer • Director • Manager • Financial Officer • Financial Manager • Operations Manager • Accounting Bookkeeper • Bookkeeper • Commodities Clerk

Experience & Education

Position:
Financial Advisor at Centennial Securities Company, Inc.
Location:
Greater Grand Rapids, Michigan Area
Industry:
Investment Management
Work history:
Centennial Securities Company, Inc. - Greater Grand Rapids, Michigan AreaFinancial Advisorsince 2012Amway Treasurer, Asst. Treasurer - Director of Risk Management, Manager - Corporate Treasury1980 - 2011
Skills:
Cash Management, Treasury Management, Finance, Wealth Management, Investment Management,...
Full Profile

Jamison Worst Grand Rapids, MI

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Advisor • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Financial Advisor at Royal Securities Company
Title:
Retirement Specialist and Investment Advisor
Location:
Greater Grand Rapids, Michigan Area
Industry:
Financial Services
Work history:
Royal Securities Company Financial Advisorsince Jan 2004
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

Jason Kuennen Grand Rapids, MI

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Mathematics • Mathematician • Operations Manager

Experience & Education

Position:
Financial Advisor at Hantz Financial
Location:
Greater Grand Rapids, Michigan Area
Industry:
Financial Services
Work history:
Hantz Financial Financial Advisorsince Jan 2003
Full Profile

Dan Kalsbeek Grand Rapids, MI

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Business Administrator • Investor • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Operations Manager

Experience & Education

Position:
Financial Consultant at Royal Securities Company
Location:
Greater Grand Rapids, Michigan Area
Industry:
Financial Services
Work history:
Royal Securities Company Financial Consultantsince May 2009
Skills:
Retirement Planning, Investments
Full Profile

Steve Martindale Grand Rapids, MI

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Student Worker

Experience & Education

Position:
Financial Advisor at Wells Fargo Advisors
Title:
Financial Advisor at Wells Fargo Advisors, LLC
Location:
Greater Grand Rapids, Michigan Area
Industry:
Financial Services
Work history:
Wells Fargo Advisors Financial Advisorsince 2011Hilliard Lyons Financial Consultant2009 - Jun 2011
Certifications:
Series 7 Registered FINRA Licensed Securities Representative, FINRA
Series 66 Registered FINRA Licensed Securities Representative, FINRA
Full Profile

Jerry Pfeiffle Grand Rapids, MI

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Psychology Specialist

Experience & Education

Position:
Financial Planning Strategist at LifePoint Financial Advisor
Title:
Financial Planning Strategist at LifePoint Financial Advisors
Location:
Greater Grand Rapids, Michigan Area
Industry:
Financial Services
Work history:
LifePoint Financial Advisor Financial Planning Strategistsince 1978
Skills:
Customer Service, Small Business
Full Profile

Jim Decenzo Grand Rapids, MI

Professions & Specialties

Financial Planner • Financial Consultant • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Independent Business Owners • Contractor

Experience & Education

Position:
Financial Planner at Creative Financial Partners of Michigan
Title:
Financial Planner
Location:
Greater Grand Rapids, Michigan Area
Industry:
Financial Services
Work history:
Creative Financial Partners of Michigan - 310 S Center StFinancial Plannersince Jan 2013Regal Financial Group - 310 S Center StFinancial AdvisorMay 2007 - Jan 2013
Full Profile

Matt Scothorn Grand Rapids, MI

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Marketing Manager • Chairperson • Chief Executive • Marketing Administrator • Model • Sales Agent • Sales Representative • Production Manager • Advertising Sales Agent • Services Professional • Sales and Service Specialist • Regional Sales Consultant • Department Store Salesperson • Retail Professional • Retail Salesperson • Sales Engineer

Experience & Education

Position:
Financial Advisor at Edward Jones
Location:
Greater Grand Rapids, Michigan Area
Industry:
Financial Services
Work history:
Edward Jones Financial Advisorsince Jun 2009Leica Geosystems, Inc. Regional Segment Marketing ManagerJan 2007 - Nov 2008
Skills:
Customer Relations Management, Strategic Business and Marketing Planning, Vendor selection,...
Full Profile

Roger Loo Grand Rapids, MI

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Counselor • Guide • Advisor • Tour Guide • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Financial Advisor and CHARTERED RETIREMENT PLANNING COUNSELOR℠ at Ameriprise Financial
Location:
Greater Grand Rapids, Michigan Area
Industry:
Financial Services
Work history:
Ameriprise Financial Financial Advisor and CHARTERED RETIREMENT PLANNING COUNSELOR℠since Feb 2004
Skills:
Retirement planning and Investment management
Full Profile

Joe Harmon Grand Rapids, MI

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Agent • Sales Agent • Sales Representative • Advisor • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Financial Advisor at Harmon Wealth Management
Title:
Independent Financial Advisor
Location:
Greater Grand Rapids, Michigan Area
Industry:
Financial Services
Work history:
Harmon Wealth Management - Greater Grand Rapids, Michigan AreaFinancial Advisorsince May 2013Morgan Stanley Wealth Management - Greater Grand Rapids, Michigan AreaFinancial AdvisorJun 2011 - Apr 2013
Full Profile

Becky Anderson Grand Rapids, MI

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Investor • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Financial Advisor at Edward Jones
Location:
Greater Grand Rapids, Michigan Area
Industry:
Financial Services
Work history:
Edward Jones - Greater Grand Rapids, Michigan AreaFinancial Advisorsince Aug 2000
Skills:
Series 7, Mutual Funds, Investments, Retirement, Fixed Annuities, Uniform Combined State Law,...
Full Profile

Jeff Troutman Grand Rapids, MI

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Loan Officers • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Operations Manager

Experience & Education

Position:
Financial Advisor at Merrill Lynch
Location:
Greater Grand Rapids, Michigan Area
Industry:
Financial Services
Work history:
Merrill Lynch - Greater Grand Rapids, Michigan AreaFinancial Advisorsince Nov 2012Edward Jones - Crosby, TexasFinancial AdvisorJul 2010 - Nov 2012
Full Profile

Doyle Passmore Grand Rapids, MI

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Senior Vice President • Vice President • Chief Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Financial Advisor at Raymond James
Title:
Financial Advisor, Senior Vice President, Investments
Location:
Greater Grand Rapids, Michigan Area
Industry:
Financial Services
Work history:
Raymond James Financial Advisorsince May 2008Hilliard Lyons - Holland, MIFinancial Advisor1992 - 2008
Full Profile

John Dykstra Grand Rapids, MI

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Advisor

Experience & Education

Position:
Financial Advisor at Wells Fargo Advisors, LLC
Location:
Greater Grand Rapids, Michigan Area
Industry:
Financial Services
Work history:
Wells Fargo Advisors, LLC Financial Advisorsince 2007
Certifications:
Registered Representative License, FINRA
Securities Agent and Investment Adviser Representative License, FINRA
Full Profile


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