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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
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.
Shane Beckman (CRD# 6461357) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Sterling, IL and has over 9 years of experience in the finance industry.
Lucas Beggin (CRD# 6276634) is an Investment Advisor Representative working at Regal Investment Advisors LLC in Freeport, IL and has over 10 years of experience in the finance industry. Lucas Beggin 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.
Richard Bender (CRD# 2202253) is an Investment Advisor Representative working at Savant Wealth Management in Rockford, IL and has over 17 years of experience in the finance industry. Richard Bender 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.
Angela Berkosky (CRD# 5908250) is an Investment Advisor Representative working at Savant Wealth Management in Rockford, IL and has over 12 years of experience in the finance industry.
Kaushik Bhatt (CRD# 4785369) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Rockford, IL and has over 19 years of experience in the finance industry.
Mark Biegel (CRD# 3070942) is an Investment Advisor Representative working at Choreo, LLC in Rockford, IL and has over 25 years of experience in the finance industry.
Patti Black (CRD# 2814232) is an Investment Advisor Representative working at Savant Wealth Management in Rockford, IL and has over 27 years of experience in the finance industry. Patti Black 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.
Tori Black- Belt (CRD# 5043271) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Rockford, IL and has over 9 years of experience in the finance industry.
Wendy Blair (CRD# 5311585) is an Investment Advisor Representative working at Savant Wealth Management in Freeport, IL and has over 16 years of experience in the finance industry. Wendy Blair 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.