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Distance Only Burr Ridge, 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
James Shannon (CRD# 4136889) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Burr Ridge, IL and has over 17 years of experience in the finance industry.
Daniel Swanson (CRD# 4648179) is an Investment Advisor Representative working at Kestra Advisory Services, LLC in Burr Ridge, IL and has over 21 years of experience in the finance industry.
Kristin Sweis (CRD# 5394163) is an Investment Advisor Representative working at Paradigm Money Management, LLC in Burr Ridge, IL and has over 16 years of experience in the finance industry.
John Swiess (CRD# 3228698) is an Investment Advisor Representative working at Spc in Burr Ridge, IL and has over 24 years of experience in the finance industry.
Margaret Swiess (CRD# 3228697) is an Investment Advisor Representative working at Spc in Burr Ridge, IL and has over 24 years of experience in the finance industry.
Frank Szafranski (CRD# 1594752) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Burr Ridge, IL and has over 32 years of experience in the finance industry.
Jillian Szafranski (CRD# 6122779) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Burr Ridge, IL and has over 7 years of experience in the finance industry.
Jeffrey Thrana (CRD# 3191738) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Burr Ridge, IL and has over 25 years of experience in the finance industry.
Kevin Troke (CRD# 2951797) is an Investment Advisor Representative working at Primerica Advisors in Burr Ridge, IL and has over 26 years of experience in the finance industry.
Lisa Waldorf (CRD# 2740511) is an Investment Advisor Representative working at Primerica Advisors in Burr Ridge, IL and has over 27 years of experience in the finance industry.