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Distance Only Cary, 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
Brian Atkins (CRD# 6100366) is an Investment Advisor Representative working at Significant Wealth Partners LLC in Cary, IL and has over 10 years of experience in the finance industry.
Michael Coldwell (CRD# 4409113) is an Investment Advisor Representative working at Edward Jones in Cary, IL and has over 22 years of experience in the finance industry.
Phillip Horn (CRD# 5209964) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Cary, IL and has over 17 years of experience in the finance industry.
David Leuze (CRD# 6942438) is an Investment Advisor Representative working at Significant Wealth Partners LLC in Cary, IL and has over 5 years of experience in the finance industry.
Alayna Leuzé (CRD# 6942439) is an Investment Advisor Representative working at Significant Wealth Partners LLC in Cary, IL and has over 5 years of experience in the finance industry.
Mark Mascharka (CRD# 2976868) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Cary, IL and has over 26 years of experience in the finance industry.
Scott Smith (CRD# 6846696) is an Investment Advisor Representative working at Significant Wealth Partners LLC in Cary, IL and has over 6 years of experience in the finance industry.
Stephen Smith (CRD# 6713437) is an Investment Advisor Representative working at Significant Wealth Partners LLC in Cary, IL and has over 7 years of experience in the finance industry.
Brian Dankemeyer (CRD# 7343773) is an Investment Advisor Representative working at Lpl Financial LLC in Cary, IL and has over 2 years of experience in the finance industry.
Matthew Emerson (CRD# 6805165) is an Investment Advisor Representative working at Lincoln Financial Advisors Corporation in Cary, IL and has over 3 years of experience in the finance industry. Matthew Emerson 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.