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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
Adrienne Olson (CRD# 4221357) is an Investment Advisor Representative working at Cozad Asset Management Inc. in Champaign, IL and has over 23 years of experience in the finance industry. Adrienne Olson 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.
Larry Olthoff (CRD# 5884962) is an Investment Advisor Representative working at Mml Investors Services, LLC in Champaign, IL and has over 12 years of experience in the finance industry.
Manish Puri (CRD# 7684717) is an Investment Advisor Representative working at Edward Jones in Champaign, IL and has 1 year of experience in the finance industry.
Anna Schappaugh (CRD# 7234081) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Champaign, IL and has 1 year of experience in the finance industry.
Brent Schluter (CRD# 7171147) is an Investment Advisor Representative working at Cozad Asset Management Inc. in Champaign, IL and has 1 year of experience in the finance industry. Brent Schluter 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.
Christopher Kip Thompson (CRD# 1446862) is an Investment Advisor Representative working at Prudential Financial Planning Services in Champaign, IL and has over 29 years of experience in the finance industry.
Geovanny Vega-Zamora (CRD# 6584020) is an Investment Advisor Representative working at Holder Wealth Management in Champaign, IL and has 1 year of experience in the finance industry.
Junjie Yang (CRD# 7747631) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Champaign, IL and has 1 year of experience in the finance industry.
Pamela Adkins (CRD# 5638945) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Monticello, IL and has over 14 years of experience in the finance industry.
Curt Anderson (CRD# 1710464) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Urbana, IL and has over 33 years of experience in the finance industry. Curt Anderson 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.