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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
Joseph Bachmeyer (CRD# 5641250) is an Investment Advisor Representative working at Lpl Financial LLC in Beloit, WI and has over 11 years of experience in the finance industry.
Lawrence Baier (CRD# 4578709) is an Investment Advisor Representative working at Wells Fargo Advisors in Woodstock, IL and has over 21 years of experience in the finance industry. Lawrence Baier 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.
Matthew Bankston (CRD# 4774838) is an Investment Advisor Representative working at Choreo, LLC in Rockford, IL and has over 19 years of experience in the finance industry.
Scott Baril (CRD# 5209434) is an Investment Advisor Representative working at Savant Wealth Management in Rockford, IL and has over 17 years of experience in the finance industry. Scott Baril 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.
Dylan Barkley (CRD# 6770782) is an Investment Advisor Representative working at Choreo, LLC in Rockford, IL and has over 7 years of experience in the finance industry. Dylan Barkley 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.
Karl Barnes (CRD# 2436936) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Rockford, IL and has over 29 years of experience in the finance industry. Karl Barnes 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.
Daniel Basinger (CRD# 5767596) is an Investment Advisor Representative working at Victory Wealth Management, LLC in Gilberts, IL and has over 12 years of experience in the finance industry. Daniel Basinger 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.
George Bates (CRD# 14642) is an Investment Advisor Representative working at Bates Financial Advisors, Inc. in Rockford, IL and has over 35 years of experience in the finance industry.
George Bates (CRD# 1539381) is an Investment Advisor Representative working at Bates Financial Advisors, Inc. in Rockford, IL and has over 32 years of experience in the finance industry. George Bates 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.
Tracy Beard (CRD# 4123807) is an Investment Advisor Representative working at Savant Wealth Management in Rockford, IL and has over 24 years of experience in the finance industry. Tracy Beard 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.