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Distance Metro area (25 miles)
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COMPENSATION Either
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DESIGNATIONS
- CFA = Chartered Financial Analyst
- CFP = Certified Financial Planner
- ChFC = Chartered Financial Consultant
- CIMA = Certified Investment Management Analyst
- CDFA = Certified Divorce Financial Analyst
- CPA = Certified Public Accountant
- PFS = Personal Financial Specialist
- CFP
- CFA
- ChFC
- CDFA
- CPA
- CIMA
- PFS
Richard Hartke (CRD# 4065862) is an Investment Advisor Representative working at Prudential Financial Planning Services in Effingham, IL and has over 24 years of experience in the finance industry.
Ashley Ottens (CRD# 5800041) is an Investment Advisor Representative working at Midland Wealth Management in Effingham, IL and has over 13 years of experience in the finance industry.
John Perry (CRD# 2895381) is an Investment Advisor Representative working at Cornerstone Wealth Management, LLC in Effingham, IL and has over 26 years of experience in the finance industry. John Perry has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
David Price (CRD# 1776625) is an Investment Advisor Representative working at Smith Moore & Company in Effingham, IL and has over 34 years of experience in the finance industry.
Alec Ring (CRD# 5821249) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Effingham, IL and has over 13 years of experience in the finance industry.
Matthew Roedl (CRD# 5821964) is an Investment Advisor Representative working at Prudential Financial Planning Services in Effingham, IL and has over 13 years of experience in the finance industry.
Kent Schmidt (CRD# 2153325) is an Investment Advisor Representative working at Smith Moore & Company in Effingham, IL and has over 28 years of experience in the finance industry. Kent Schmidt has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Douglas Schultz (CRD# 2704102) is an Investment Advisor Representative working at Smith Moore & Company in Effingham, IL and has over 28 years of experience in the finance industry.
Kurt Strullmyer (CRD# 2269051) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Effingham, IL and has over 31 years of experience in the finance industry.
Jeremy Edwards (CRD# 7113769) is an Investment Advisor Representative working at Edward Jones in Effingham, IL and has over 4 years of experience in the finance industry.