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Financial Consultants in Michigan

Financial Consultants in Lansing, MI

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Here is a complete directory of nearly all professional Financial Consultants in Lansing, MI.

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213 results found

Brock Cooper Lansing, MI

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Sales Director • Partner • Chief Executive • Sales Person • Sales Representative • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Master of Science

Experience & Education

Position:
Financial Advisor at Merrill Lynch
Location:
Lansing, Michigan Area
Industry:
Investment Management
Work history:
Merrill Lynch - East Lansing, MIFinancial Advisorsince Jun 2011Capital Steel & Wire Bar & Wire SalesOct 2009 - Jul 2011
Full Profile

Lainie Coscarelli Lansing, MI

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Independent Consultant • Recognition • Counselor • Advisor • Vice President • Partner • Chief Executive • Marketing Manager • Brand Planner • Brand Representative • Financial Officer • Financial Manager • Systems Support Specialist • Support Specialists • IT Specialist

Experience & Education

Position:
Local Unit Financial Advisor at Independent Consultant
Location:
Lansing, Michigan Area
Industry:
Executive Office
Work history:
Independent Consultant Local Unit Financial Advisorsince Nov 2009Fidelity National Real Estate Solutions Vice President Business OperationsJun 2006 - Nov 2008
Skills:
Operations Management, Accounting & Financial Management, Budgeting, Forecasting & Cost Control,...
Full Profile

Tony Zale Lansing, MI

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Financial Advisor at Morgan Stanley Smith Barney
Title:
Financial Advisor
Location:
Lansing, Michigan Area
Industry:
Investment Banking
Work history:
Morgan Stanley Smith Barney Financial Advisorsince Apr 2005
Full Profile

Patrick Ii Lansing, MI

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Assistant Branch Manager • Business Unit Manager • Business Administration Specialist • Operations Manager • Business Administrator • Information Technology Specialist • IT Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Section Specialist at Auto-Owners Insurance
Location:
Lansing, Michigan Area
Industry:
Insurance
Work history:
Auto-Owners Insurance Section Specialistsince Apr 2010PNC Financial Services Group Licensed Financial ConsultantAug 2006 - Feb 2010
Skills:
Series 6, 63, and life licenses, Experienced with Microsoft Word, Excel, and Power Point
Full Profile

Kristen Martin Lansing, MI

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Client Service Officer • Customer Service • Model • Certified Nurse Aide • Nurse • Nurse Practitioner • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Student Worker • Automotive Specialist • Automotive Professional • Administrative Clerk • Clerical Specialist • Managers • Corporate Executive • Chief Executive • Recruitment

Experience & Education

Position:
Account Service Representative - Employee Benefits at The Centennial Group
Title:
Account Service Representative at TCG
Location:
Lansing, Michigan Area
Industry:
Financial Services
Work history:
The Centennial Group - Lansing, Michigan AreaAccount Service Representative - Employee Benefitssince Aug 2011Northwestern Mutual Financial Network - Rick Scheeler Financial Advisor AssistantOct 2009 - Jun 2011
Full Profile

Carla Mcwherter Lansing, MI

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Certified Nurse Aide • Nurse • Nurse Practitioner • Psychology Specialist • Psychologist • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Legal Counsel • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Senior Loan Adjuster at MSU Federal Credit Union
Location:
Lansing, Michigan Area
Industry:
Financial Services
Work history:
MSU Federal Credit Union Senior Loan Adjustersince Jan 2013MSU Federal Credit Union Loan AdjusterMay 2008 - Jan 2013
Skills:
Consumer Lending, Social Media, Fundraising, Loans, Customer Service, Nonprofits, Finance, Banking, ...
Certifications:
Certified Credit Union Financial Counselor, Credit Union National Association, Inc
Full Profile

Nancy Eldred Lansing, MI

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Controller • Operations Manager • Lawyers

Experience & Education

Position:
Assistant to Financial Advisor at Michigan Money Management
Location:
Lansing, Michigan Area
Industry:
Investment Management
Work history:
Michigan Money Management - East LansingAssistant to Financial Advisorsince Sep 2011Foster Zack Little Pasteur & Manning - Okemos, MIControllerFeb 2001 - Mar 2010
Full Profile

Chris Clark Lansing, MI

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Investment Analyst • Puchasing and Estimating Manager • Representative • Analyst • Construction • Analysts • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Manager • Chief Executive

Experience & Education

Position:
Financial Advisor, Registered Representative at The Centennial Group
Title:
Financial Advisor at The Centennial Group
Location:
Lansing, Michigan Area
Industry:
Financial Services
Work history:
The Centennial Group Financial Advisor, Registered Representativesince Jul 2006Republic Bank Senior Loan Review AnalystJan 2005 - Jun 2007
Full Profile

Richard Diaz Lansing, MI

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Trader • Capital Markets Professional • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Advisor • Team Member • Insurance Professional • Underwriter

Experience & Education

Position:
Financial Advisor and Investment Specialist at The Centennial Group
Title:
Financial Advisor and Investment Specialist
Location:
Lansing, Michigan Area
Industry:
Financial Services
Work history:
The Centennial Group - Lansing, Michigan AreaFinancial Advisor and Investment Specialistsince Sep 2003
Full Profile

Stephen Nichols Lansing, MI

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Representative • Counselor • Advisor • Human Resources Specialist • Recruitment • Sports Trainer • Sports Trainers

Experience & Education

Position:
Financial Advisor at Securian Financial Services, Registered Representative at Securian Financial...
Title:
Financial Advisor at Securian Financial Services
Location:
Lansing, Michigan
Industry:
Financial Services
Work history:
Securian Financial Services Financial Advisorsince Jan 1999Securian Financial Services Registered Representativesince Jan 1994
Full Profile

Luke Terry Lansing, MI

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Capital Markets Professional • Brokerage Clerk • Advisor • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Chief Executive

Experience & Education

Position:
Financial Advisor at Rehmann
Location:
Lansing, Michigan Area
Industry:
Financial Services
Work history:
Rehmann Financial Advisorsince Aug 2009Raymond James Financial Services Financial AdvisorAug 2003 - Jul 2009
Skills:
Portfolio and investment management, qualified plan (401k etc) analysis, income planning,...
Full Profile

Christopher Harder Lansing, MI

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Financial Director • Financial Officer • Financial Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Chief Executive Officer • Operations Manager • Corporate Executive • Chief Executive • Leader • Business Administrator • Managers • Bachelor of Arts • Human Resources Specialist • Recruitment • Entertainment Professional • Entertainer • Automotive Specialist • Automotive Professional • Student Worker

Experience & Education

Position:
Finance Manager at LaFontaine Automotive Group, Financial Advisor at Modern Woodmen of America
Title:
Finance Manager at LaFontaine Automotive Group
Location:
Lansing, Michigan
Industry:
Financial Services
Work history:
LaFontaine Automotive Group - MichiganFinance Managersince Apr 2013Modern Woodmen of America - Lansing, Michigan AreaFinancial Advisorsince Dec 2012
Skills:
Customer Service, PowerPoint, Word, Microsoft Office, Excel, Customer Relations, Sales Management,...
Languages:
Spanish
Full Profile

Benjamin Mcguire Lansing, MI

Professions & Specialties

Financial Consultant • Financial Specialist • Financial Services Professional • Financial Services Sales Agent • Deputy Director • Financial Manager • Financial Director • Deputy Manager • Chief Executive • Financial Officer • Community Service Manager • Finance and Accounting Specialist • Financial Analyst • Accounting Bookkeeper • Bookkeeper • Government Administration Professional • Student Worker • Buyer and Seller • Sales Representative • IT Specialist

Experience & Education

Position:
Assistant Director at Michigan Department of Treasury, Bureau of Bond Finance
Title:
Assistant Director, Michigan Finance Authority
Location:
Lansing, Michigan Area
Industry:
Government Administration
Work history:
Michigan Department of Treasury, Bureau of Bond Finance Assistant Directorsince May 2009Michigan Department of Treasury, Bureau of Bond Finance Financial Specialist & Financial AnalystOct 2006 - May 2009
..bond portfolio by working with the financial advisor and other public finance profess..
Full Profile

Todd Harter Lansing, MI

Professions & Specialties

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

Experience & Education

Position:
Financial Advisor at Ameriprise Financial Services, Inc., Financial Advisor at Ameriprise Advisor...
Title:
Financial Advisor at Ameriprise Financial Services, Inc.
Location:
Lansing, Michigan Area
Industry:
Financial Services
Work history:
Ameriprise Financial Services, Inc. Financial Advisorsince May 1994Ameriprise Advisor Services, Inc. Financial Advisorsince 1994
Skills:
Finance, Tax, Analysis, Retirement Planning, Investments, Financial Markets, Mutual Funds,...
Full Profile

Benjamin Mcguire Lansing, MI

Professions & Specialties

Financial Consultant • Financial Specialist • Financial Services Professional • Financial Services Sales Agent • Deputy Director • Financial Manager • Financial Director • Deputy Manager • Chief Executive • Financial Officer • Community Service Manager • Finance and Accounting Specialist • Financial Analyst • Accounting Bookkeeper • Bookkeeper • Government Administration Professional • Student Worker • Buyer and Seller • Sales Representative • IT Specialist

Experience & Education

Position:
Assistant Director at Michigan Department of Treasury, Bureau of Bond Finance
Title:
Assistant Director, Michigan Finance Authority
Location:
Lansing, Michigan Area
Industry:
Government Administration
Work history:
Michigan Department of Treasury, Bureau of Bond Finance Assistant Directorsince May 2009Michigan Department of Treasury, Bureau of Bond Finance Financial Specialist & Financial AnalystOct 2006 - May 2009
..bond portfolio by working with the financial advisor and other public finance profess..
Full Profile

Jose Yanez Lansing, MI

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Owner • Chairperson • Chief Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Owner/ Financial Consultant at Full Circle Financial Planning, President at Greater Lansing...
Title:
Owner/ Financial Consultant at Full Circle Financial Planning
Location:
Lansing, Michigan
Industry:
Financial Services
Work history:
Full Circle Financial Planning - Lansing, Michigan AreaOwner/ Financial Consultantsince Aug 2009Greater Lansing Hispanic Chamber of Commerce - Lansing, Michigan AreaPresidentsince May 2011
Full Profile

Jonathan Johnson Lansing, MI

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Managers

Experience & Education

Work

Company:
Hantz group
Property & casualty specialist
Company:
Hantz group
Financial consultant
Full Profile

Matthew Suszan Lansing, MI

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Advertising Professional • Advertising Sales Agent • Recreation Attendant • Automotive Professional

Experience & Education

Position:
Financial Advisor at Raymond James Financial Services Inc.
Title:
Branch Professional at Raymond James Financial Inc.
Location:
Lansing, Michigan Area
Industry:
Marketing and Advertising
Work history:
Raymond James Financial Services Inc. - Franklin, MIFinancial Advisorsince Nov 2011Michigan State University Undergraduate Assistant - CSE 101Aug 2009 - Dec 2011
Skills:
Word, Excel, Microsoft Office, Teaching, Higher Education, Research, Writing, Access, English,...
Full Profile

David Roberts Lansing, MI

Professions & Specialties

Financial Consultant • Personal Financial Planner • Certified Financial Planner • Financial Services Professional • Financial Services Sales Agent • Puchasing and Estimating Manager • Advisor • Master of Business Administration • Financial Analyst • Financial Manager • Counselor • Area Manager • Managers • Operations Manager • Financial Officer • Chief Executive • Corporate Executive • Hospital Care Professional • Wellness and Fitness • Health Professional • Health Practitioner

Experience & Education

Position:
Investment Advisor/Healthcare Financial Advisor at Chesme Capital Management
Title:
Investment Advisor at Chesme Capital Management
Location:
Lansing, Michigan Area
Industry:
Investment Management
Work history:
Chesme Capital Management - DeWitt, MIInvestment Advisor/Healthcare Financial Advisorsince Sep 2012Investment Solutions Advisors LLC/Prestige Advisors - Lansing, Michigan AreaPersonal Financial Planner and Investment AdvisorJun 2009 - Sep 2012
Skills:
Portfolio Management, Investment Planning, Long Term Care, Healthcare, Investments, Hospitals,...
Certifications:
Certified Financial Planner, Financial Planning Board of Standards, Inc.
Chartered Retirement Planning Counselor, Certified Financial Planner Board of Standards, Inc.
Full Profile

Jack Harrison Lansing, MI

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Position:
Financial Advisor at Wells Fargo Advisors
Location:
Lansing, Michigan Area
Industry:
Investment Management
Work history:
Wells Fargo Advisors Financial Advisor
Full Profile

Archana Chawda Lansing, MI

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Subject Matter Expert • Skilled Professional • Team Leader • Operations Manager • Wellness and Fitness • Chief Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Client Service Officer • Customer Service • Recruitment

Experience & Education

Title:
Medical Transcription Education Center, Inc. Graduate
Location:
Lansing, Michigan Area
Industry:
Health, Wellness and Fitness
Work history:
Citigroup Financial AdvisorMay 2007 - Dec 2009USAA Financial AdvisorMay 2006 - Apr 2007
Full Profile

David Rushman Lansing, MI

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Owner • Chief Executive • Certified Nurse Aide • Nurse • Nurse Practitioner • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Owner at Rushman Wealth Management, LLC
Title:
Financial Consultant at Rushman Wealth Management, LLC
Location:
Lansing, Michigan Area
Industry:
Financial Services
Work history:
Rushman Wealth Management, LLC Ownersince Aug 2007The Centennial Group, Inc. Financial ConsultantJun 2001 - Jul 2007
Skills:
Retirement Planning, Wealth Management, Estate Planning, Investments, Risk Management, Securities,...
Full Profile

Demetrius Jones Lansing, MI

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Position:
Financial advisor at Option 1 credit union
Location:
Lansing, Michigan Area
Industry:
Investment Management
Work history:
Option 1 credit union Financial advisor
Full Profile

David Norris Lansing, MI

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Chief Executive Officer • Corporate Executive • Chief Executive • School Principal • School Administrator • Educational Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Package Designer • Commercial Designer

Experience & Education

Position:
Managing Director at Principal Financial Group, Financial Advisor at The Centennial Group
Title:
Managing Director,at The Centennial Group
Location:
Lansing, Michigan Area
Industry:
Financial Services
Work history:
Principal Financial Group - Lansing, Michigan AreaManaging Directorsince Feb 2013The Centennial Group - Lansing, Michigan AreaFinancial Advisorsince Dec 2009
Skills:
401k, 403 b, Investments, Asset Allocation, Asset Management, Mutual Funds, Employee Benefits,...
Full Profile

Crystal Nelson Lansing, MI

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent

Experience & Education

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

John Cloft Lansing, MI

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Position:
Financial Consultant at Michigan Department of Education
Location:
Lansing, Michigan Area
Industry:
Education Management
Work history:
Michigan Department of Education Financial Consultant
Full Profile

Jason Cousino Lansing, MI

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Manager • Team Leader • Operations Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Package Designer • Commercial Designer • Certified Nurse Aide • Nurse • Nurse Practitioner • Sports Trainer • Sports Trainers

Experience & Education

Position:
Manager, PLM Industry Support at Vertafore
Location:
Lansing, Michigan Area
Industry:
Insurance
Work history:
Vertafore - E. Lansing, MIManager, PLM Industry Supportsince Mar 2011The Centennial Group Support Team Leader - Employee BenefitsJun 2006 - Mar 2011
..a trusted relationship with a financial advisor who can coach them to help achie..
Full Profile

Kris Burak Lansing, MI

Professions & Specialties

Financial Consultant • Trader • Financial Services Professional • Financial Services Sales Agent • Capital Markets Professional • Certified Nurse Aide • Nurse • Nurse Practitioner • Advisor • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Director • Operations Manager

Experience & Education

Position:
Financial Advisor at Rehmann
Location:
Lansing, Michigan Area
Industry:
Financial Services
Work history:
Rehmann Financial Advisorsince 2007Cambridge Group Investments Fixed Income Trader/Director of Municipal and Agency Markets2003 - 2007
Full Profile

Nichols Ryan Lansing, MI

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Position:
Financial Advisor at Valic
Location:
Lansing, Michigan Area
Industry:
Investment Management
Work history:
Valic Financial Advisor
Full Profile

Michael Voorheis Lansing, MI

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Government Administration Professional • Client Service Officer • Department Store Salesperson • Retail Professional • Retail Salesperson • Customer Service • Vice President • Chief Executive • Corporate Executive • Community Service Manager

Experience & Education

Position:
Financial Consultant at Charter One Investments
Location:
Lansing, Michigan Area
Industry:
Financial Services
Work history:
Charter One Investments - Mid-MichiganFinancial Consultantsince Dec 2012Wells Fargo Advisors, LLC - East Lansing, MIFinancial AdvisorSep 2008 - Dec 2012
Full Profile

John Hayner Lansing, MI

Professions & Specialties

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

Experience & Education

Position:
Financial Advisor at The Centennial Group
Title:
Financial Advisor, The Centennial Group
Location:
Lansing, Michigan Area
Industry:
Financial Services
Work history:
The Centennial Group Financial Advisorsince Jan 2007Michigan State University Student SupervisorAug 2002 - May 2007
Full Profile

Roger Dale Bennett Lansing, MI

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Owner • Chief Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Advisor • Representative • Medical Assistant • Healthcare Support

Experience & Education

Position:
Owner at Asset Financial Services
Title:
Owner, Asset Financial Services, Inc., and Investment Advisor Representative of TFA
Location:
Lansing, Michigan Area
Industry:
Investment Management
Work history:
Asset Financial Services Ownersince Sep 1997Merrill Lynch Financial ConsultantJun 1994 - Sep 1997
Skills:
Roth IRA, Retirement Planning, Simple IRA, Traditional IRA, Strategic Financial Planning,...
Full Profile

Carol Kotesky Lansing, MI

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent

Experience & Education

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

Brent Haag Lansing, MI

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Position:
Financial Advisor at Merrill Lynch
Location:
Lansing, Michigan Area
Industry:
Investment Management
Work history:
Merrill Lynch Financial Advisor
Full Profile

Nick Vosovic Lansing, MI

Professions & Specialties

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

Experience & Education

Position:
Financial Advisor at Wells Fargo Advisors, LLC
Location:
Lansing, Michigan Area
Industry:
Financial Services
Work history:
Wells Fargo Advisors, LLC Financial Advisorsince Jun 2010DENSO AIR SYSTEMS MICHIGAN INC. Safety & Environmental AdministratorNov 2006 - Jun 2010
Full Profile

Jay Huerta Lansing, MI

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Financial Analyst • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Medical Laboratory Technician • Student Worker • Medical Laboratory Professional • Medical Laboratory Technologist • Master of Business Administration • Automotive Specialist • Automotive Professional • Sales Representative

Experience & Education

Position:
Senior Financial Analyst - FLDP at Dana Holding Corporation
Title:
Senior Financial Analyst at Dana Holding Corporation
Location:
Lansing, Michigan Area
Industry:
Financial Services
Work history:
Dana Holding Corporation Senior Financial Analyst - FLDPsince Jan 2011Spartan Consulting Inc. Financial ConsultantOct 2009 - May 2011
Full Profile

Anthony Zale Lansing, MI

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Title:
Financial Advisor
Location:
Lansing, Michigan Area
Industry:
Investment Banking
Full Profile

Nicholas Vosovic Lansing, MI

Professions & Specialties

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

Experience & Education

Position:
Financial Advisor at Wells Fargo Advisors, LLC
Location:
Lansing, Michigan Area
Industry:
Financial Services
Work history:
Wells Fargo Advisors, LLC Financial Advisorsince Jun 2010Koyo Corporation - Battle Creek, MIAdministratorNov 2006 - Jun 2010
Full Profile

Eric Clubb Lansing, MI

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Title:
Licensed Financial Consultant at National City Bank
Location:
Lansing, Michigan Area
Industry:
Banking
Full Profile

Tim Reed Lansing, MI

Professions & Specialties

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

Experience & Education

Position:
Financial Consultant, Senior Vice President, Chartered Wealth Advisor, at Hilliard Lyons
Title:
Senior Vice President, Financial Consultant CWA, AAMS
Location:
Lansing, Michigan Area
Industry:
Financial Services
Work history:
Hilliard Lyons - Battle Creek MI, Charlotte MIFinancial Consultant, Senior Vice President, Chartered Wealth Advisor,since Feb 2001Bellevue Community Schools, Board of Education President, Board of EducationJan 2004 - Dec 2009
Certifications:
Chartered Wealth Advisor, Hilliard Lyons
AAMS, College for Financial Planning
Full Profile

Carrie Thorburn Lansing, MI

Professions & Specialties

Financial Planner • Financial Consultant • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Senior Account Executive • Senior Customer Service Representative • Client Service Officer • Customer Service

Experience & Education

Position:
Financial Advisor at Edward Jones Investments
Title:
Financial Planner at Edward Jones Investments
Location:
Lansing, Michigan Area
Industry:
Financial Services
Work history:
Edward Jones Investments Financial Advisorsince May 2004DHL Express Senior Account Executive2002 - 2004
Full Profile

Mandy Barton Lansing, MI

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Security • Administrative Associate • Administrative Clerk • Clerical Specialist • Customer Service • Client Service Officer • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Chairperson • Chief Executive

Experience & Education

Position:
Financial Advisor at The Rehmann Group
Title:
Financial Advisor
Location:
Lansing, Michigan Area
Industry:
Financial Services
Work history:
The Rehmann Group - Lansing, Michigan AreaFinancial Advisorsince Feb 2012The Rehmann Group Senior Financial Services SpecialistNov 2005 - Feb 2012
Full Profile

Donald Headley Lansing, MI

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Work

Company:
Managed money concepts - Lansing, MI
Financial consultant
Full Profile

Kirk Sempsrott Lansing, MI

Professions & Specialties

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

Experience & Education

Position:
Financial Advisor, Securities Representative at The Centennial Group
Title:
Financial Advisor at The Centennial Group
Location:
Lansing, Michigan Area
Industry:
Financial Services
Work history:
The Centennial Group Financial Advisor, Securities Representativesince Dec 2007Midwest Homes Inc. Vice President, MarketingAug 1999 - Feb 2007
Skills:
Asset Allocation, Series 7, Series 66, Disability Insurance, Life Insurance, IRAs, Roth IRA, Mutual ...
Full Profile

Kevin Pople Lansing, MI

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Owner • Chief Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Agent • Sales Representative

Experience & Education

Position:
Financial Advisor at Contemporary Wealth Strategies
Title:
Financial Advisor, Owner, Contemporary Wealth Strategies
Location:
Lansing, Michigan Area
Industry:
Financial Services
Work history:
Contemporary Wealth Strategies Financial Advisorsince Jan 2011New York Life Insurance Company Agent2008 - 2010
Full Profile

Elizabeth Duncan Lansing, MI

Professions & Specialties

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

Experience & Education

Position:
Registered Investment Analyst at Morgan Stanley Smith Barney
Title:
Financial Advisor at Morgan Stanley Smith Barney
Location:
Lansing, Michigan Area
Industry:
Financial Services
Work history:
Morgan Stanley Smith Barney Registered Investment Analystsince Jul 2003
Full Profile

Mark Buckley Lansing, MI

Professions & Specialties

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

Experience & Education

Position:
Investment Representative at Fidelity Investments
Location:
Lansing, Michigan Area
Industry:
Financial Services
Work history:
Fidelity Investments - Flint, MIInvestment Representativesince Jan 2012The Centennial Group Financial AdvisorNov 2009 - Dec 2011
Full Profile

Kimberly Brzozowski Lansing, MI

Professions & Specialties

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

Experience & Education

Position:
Financial Advisor at Edward Jones
Location:
Lansing, Michigan Area
Industry:
Financial Services
Work history:
Edward Jones Financial Advisorsince Mar 2010Kentwood Office Furniture Account RepresentativeJul 2009 - Mar 2010
Full Profile

Micah Murrell Lansing, MI

Professions & Specialties

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

Experience & Education

Position:
Financial Advisor - Associate Vice President at Ameriprise Financial
Title:
Financial Advisor - Associate Vice President
Location:
Lansing, Michigan Area
Industry:
Financial Services
Work history:
Ameriprise Financial Financial Advisor - Associate Vice Presidentsince 1998H&R Block Financial Advisors Associate Vice President of Investments1998 - 2008
Full Profile

Andrew Iraola Lansing, MI

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Counselor • Representative • Advisor • Instructor • Pedagogue • Chief Executive • Marketing Manager • Food Server

Experience & Education

Position:
Financial Counselor at ACAP (Army Career and Alumni Program)
Title:
Financial Counselor at ACAP Financial Services
Location:
Lansing, Michigan Area
Industry:
Financial Services
Work history:
ACAP (Army Career and Alumni Program) - Lansing, Michigan AreaFinancial Counselorsince Mar 2013Northwestern Mutual Financial Network - Ann Arbor, MichiganFinancial RepresentativeApr 2012 - Mar 2013
Skills:
Market Research, Economics, Spanish, Marketing, Microsoft Excel, Investments, Stata, Data Analysis, ...
Languages:
Spanish
Full Profile


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