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Distance Only Geneva, IL
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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
Lance Clemens (CRD# 2498499) is an Investment Advisor Representative working at Edward Jones in Geneva, IL and has over 24 years of experience in the finance industry.
Lisa Conrath-Bova (CRD# 2294786) is an Investment Advisor Representative working at Lenity Financial, Inc. in Geneva, IL and has over 29 years of experience in the finance industry.
Christopher Crandall (CRD# 2534602) is an Investment Advisor Representative working at Leelyn Smith, LLC in Geneva, IL and has over 29 years of experience in the finance industry.
Donald Cummings is a graduate of the University of WIsconsin-Madison and has more than 32 years of experience in the financial industry. He is the founder of Blue Haven Capital, a full-fiduciary investment management firm offering low cost, fee-only investment management to individuals and small institutions.
Donald worked in the institutional bond business for 15 years before opening Blue Haven Capital and focuses on managing conservative, balanced accounts for those approaching or in retirement.
He is frequently quoted in both the local and national press regarding bonds, interest rates,...
Christopher Dieckow (CRD# 5692746) is an Investment Advisor Representative working at Leelyn Smith, LLC in Geneva, IL and has over 14 years of experience in the finance industry.
John Dorn (CRD# 2561615) is an Investment Advisor Representative working at Leelyn Smith, LLC in Geneva, IL and has over 17 years of experience in the finance industry.
Kevin Fahy (CRD# 6626926) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Geneva, IL and has over 7 years of experience in the finance industry.
Michael Flentge (CRD# 6092025) is an Investment Advisor Representative working at Edward Jones in Geneva, IL and has over 11 years of experience in the finance industry.
Michael Greenen (CRD# 4319184) is an Investment Advisor Representative working at Lantern Wealth Guardians Ltd. in Geneva, IL and has over 23 years of experience in the finance industry. Michael Greenen 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.
Andrew Grider (CRD# 5448972) is an Investment Advisor Representative working at Leelyn Smith, LLC in Geneva, IL and has over 15 years of experience in the finance industry.