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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
Kristian Lee (CRD# 5937659) is an Investment Advisor Representative working at Edward Jones in Brodhead, WI and has over 12 years of experience in the finance industry.
Jeremy Pinnow (CRD# 4229673) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Brodhead, WI and has over 23 years of experience in the finance industry.
Eric Adler (CRD# 5936170) is an Investment Advisor Representative working at Adler Financial in Oregon, WI and has over 9 years of experience in the finance industry.
Michael Alber (CRD# 2088227) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Davis, IL and has over 33 years of experience in the finance industry.
Jon Aldrich (CRD# 5115121) is an Investment Advisor Representative working at Focus Financial Advisors in Rockford, IL and has 1 year of experience in the finance industry. Jon Aldrich 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.
Allison Alexander (CRD# 6311988) is an Investment Advisor Representative working at Savant Wealth Management in Rockford, IL and has over 9 years of experience in the finance industry. Allison Alexander 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.
Herbert Allen (CRD# 2168057) is an Investment Advisor Representative working at Harbour Investments, Inc. in Rockford, IL and has over 32 years of experience in the finance industry.
Carol Alt (CRD# 2156432) is an Investment Advisor Representative working at Avantax Advisory Services in Beloit, WI and has over 32 years of experience in the finance industry.
Dennis Alt (CRD# 1708680) is an Investment Advisor Representative working at Avantax Advisory Services in Janesville, WI and has over 36 years of experience in the finance industry.
Kimberly Ambrogio (CRD# 4914070) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Loves Park, IL and has over 18 years of experience in the finance industry.