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Distance Only Morton, 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
Jared Sterr (CRD# 5133784) is an Investment Advisor Representative working at Lpl Financial LLC in Morton, IL and has over 17 years of experience in the finance industry.
Bartt Stevens (CRD# 5522571) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Morton, IL and has over 16 years of experience in the finance industry.
Ian Swafford (CRD# 6622753) is an Investment Advisor Representative working at Missionsquare Retirement in Morton, IL and has over 8 years of experience in the finance industry. Ian Swafford 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.
Raymond Whitaker (CRD# 2732715) is an Investment Advisor Representative working at Ae Wealth Management, LLC in Morton, IL and has over 28 years of experience in the finance industry.
John Witzig (CRD# 5485525) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Morton, IL and has over 15 years of experience in the finance industry.
Michael Witzig (CRD# 2287946) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Morton, IL and has over 31 years of experience in the finance industry.
Connor Creekmur (CRD# 7290433) is an Investment Advisor Representative working at Creekmur Asset Management, LLC in Morton, IL and has over 2 years of experience in the finance industry.
Danielle Delong (CRD# 6372889) is an Investment Advisor Representative working at Ae Wealth Management, LLC in Morton, IL and has over 9 years of experience in the finance industry.
Amy Herring (CRD# 7644322) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Morton, IL and has 1 year of experience in the finance industry.
Jesse Psinas (CRD# 7466785) is an Investment Advisor Representative working at 210 Financial in Morton, IL and has over 2 years of experience in the finance industry.