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Financial Planners in Michigan

Financial Planners in Ann Arbor, MI

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12 results found

Robert Ventour Ann Arbor, MI

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Master of Business Administration • Bachelor of Business Administration • Associate in Applied Science • Team Member • Field Marketing Specialist • Marketing Administrator • Marketing Manager

Experience & Education

Work

Company:
Eastern michigan university
Mba student
Company:
Metlife financial services - Ann Arbor, MI
Financial planner
Full Profile

Elodie Rogers Ann Arbor, MI

Professions & Specialties

Financial Planner • Certified Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Puchasing and Estimating Manager • Client Manager • Sales Person • Client Service Officer • Sales Representative • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Customer Service • Financial Manager

Experience & Education

Position:
Client Services Manager at Raymond James
Title:
Client Services Manager at Raymond James Financial Services
Location:
Ann Arbor, Michigan
Industry:
Financial Services
Work history:
Raymond James - Ann Arbor, MIClient Services Managersince Aug 2010First Investors Corporation - Livonia, MISales Assistant/ Senior Financial Services RepAug 2000 - Aug 2010
Languages:
French
Full Profile

Jack Mccloskey Ann Arbor, MI

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Financial Analyst • Accounting Bookkeeper • Bookkeeper • Advisor • Apprentice • Student Worker

Experience & Education

Position:
Financial Planner at Vintage Financial Services LLC
Title:
Financial Planner
Location:
Ann Arbor, Michigan
Industry:
Financial Services
Work history:
Vintage Financial Services LLC - Ann Arbor, MIFinancial Plannersince Jul 2011LVM Capital Management - Portage, MIFinancial Analyst and Planning InternAug 2010 - Jul 2011
Certifications:
Registered Tax Return Preparer, Internal Revenue Service
CERTIFIED FINANCIAL PLANNER (TM) (CFP), CERTIFIED FINANCIAL PLANNER BOARD OF STANDARDS INC.
Full Profile

Joe Henderson Ann Arbor, MI

Professions & Specialties

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

Experience & Education

Position:
Senior Financial Planner at Vintage Financial Services, LLC
Location:
Ann Arbor, Michigan
Industry:
Financial Services
Work history:
Vintage Financial Services, LLC Senior Financial Plannersince Sep 2009Future Benefits CFP2008 - 2009
Certifications:
Certified Financial Planner, Certified Financial Planner Board of Standards, Inc.
Full Profile

Michael Hymes Detroit, MI

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Apprentice • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Board Member • Management Team Executive • Operations Manager • Student Worker • Sales Representative • Automotive Professional

Experience & Education

Position:
Financial Planner Intern at Plante Moran Financial Advisors
Location:
Greater Detroit Area
Industry:
Financial Services
Work history:
Plante Moran Financial Advisors - Southfield, MIFinancial Planner Internsince Jun 2013Ann Arbor YMCA - Ann Arbor, MIMember, Board of Directors / Member, Finance Board CommitteeMay 2011 - Apr 2013
Full Profile

Molly Hollister Ann Arbor, MI

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Planner • Financial Analyst

Experience & Education

Position:
Planner Non-Trade at Indigo
Title:
Financial/Merchandise Planner
Location:
Toronto, Ontario, Canada
Industry:
Retail
Work history:
Indigo - Toronto, Canada AreaPlanner Non-Tradesince Apr 2011Borders - Ann Arbor, MIFinancial Analyst IIJul 2008 - Apr 2011
Full Profile

Caleb Collier Ann Arbor, MI

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Chairperson • Chief Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
President at Fifth Collier Financial, LLC
Location:
Ann Arbor, Michigan
Industry:
Financial Services
Work history:
Fifth Collier Financial, LLC Presidentsince Jan 2010Senior Benefits & Planning/Collier Financial Financial PlannerJan 2002 - Jan 2010
Full Profile

Andrew Deuter Ann Arbor, MI

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Senior Analyst • Analyst • Analysts • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Senior Analyst at Unified Property Group
Location:
Ann Arbor, Michigan
Industry:
Financial Services
Work history:
Unified Property Group - Brighton, MISenior Analystsince 2011The Capital Group @ Lincoln Financial Advisors Financial Planner2003 - 2011
Skills:
Financial Analysis, Data Analysis, Business Strategy, Investment Strategies, Business Process...
Full Profile

Randy Holtzman Ann Arbor, MI

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Owner • Chief Executive

Experience & Education

Position:
Financial Planner, Owner at Insight Financial Group
Title:
Financial Planner
Location:
Ann Arbor, Michigan
Industry:
Investment Management
Work history:
Insight Financial Group Financial Planner, Ownersince Apr 2002
Full Profile

Kerry Welt Detroit, MI

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Financial Planner at Representing Multiple Carriers
Title:
Financial Services
Location:
Greater Detroit Area
Industry:
Financial Services
Work history:
Representing Multiple Carriers - Ann Arbor, MIFinancial Plannersince Oct 2010
Full Profile

Katherine Posselt Detroit, MI

Professions & Specialties

Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Chief Administrative Officer • Chief Executive • Administrative Associate • Superintendent • Coordinator • Administrative Clerk • Clerical Specialist • Managers • Psychologist • Customer Service • Client Service Officer • Supervisors • Psychology Specialist • Financial Director • Director of Operations • Financial Officer • Financial Manager • Operations Manager • Office Clerk • Advisor • Equipment Tools Purchasing Agent • Department Store Salesperson • Retail Professional • Retail Salesperson • Physician • Hospital Care Professional • Health Professional • Health Practitioner • School Principal • School Administrator • Educational Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Advertising Professional • Advertising Sales Agent • IT Manager • Publicity Writer • Author

Experience & Education

Position:
Teacher at Professional Educational Services Group, LLC
Title:
Experienced administrative and communications professional
Location:
Greater Detroit Area
Industry:
Writing and Editing
Work history:
Professional Educational Services Group, LLC - Caledonia, MichiganTeachersince 2007Ann Arbor Public Schools - Ann Arbor, MIAdministrative Assistant2001 - 2005
Financial Planner at Ameriprise Advisors
Full Profile

Paul Dexter Detroit, MI

Professions & Specialties

Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Area Sales Manager • Equipment Tools Purchasing Agent • Regional Sales Consultant • Sales Representative • Department Store Salesperson • Retail Professional • Retail Salesperson • Information Technology Specialist • Computer Network Professional • IT Specialist • Network Administrator • Account Manager • Partner • Chief Executive • Database Administrator • Managers

Experience & Education

Position:
Regional Sales Manager at GHA Technologies
Location:
Greater Detroit Area
Industry:
Information Technology and Services
Work history:
GHA Technologies Regional Sales Managersince Jan 2013Micro Source, Inc - Ann Arbor, MIAccount ManagerMar 2007 - Mar 2012
As a Financial Planner/Sales Rep
Full Profile

Financial Planners near Ann Arbor, MI04182123164205DetroitSouthfieldNoviFarmingtonHowellLivoniaWest BloomfieldDearbornNorthvilleMilford


Financial Planners around Ann Arbor, MI

Belleville  (1)
Dearborn  (3)
Detroit  (204)
Farmington  (4)
Howell  (4)
Livonia  (3)
Milford  (2)
Northville  (3)
Novi  (6)
Plymouth  (1)
Saline  (1)
South Lyon  (1)
Southfield  (12)
Westland  (1)
White Lake  (1)
Wixom  (1)
Ypsilanti  (1)

Financial Planners in Michigan

Sub-specializations

Financial Planner  (13)