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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
Scott Loos (CRD# 1111038) is an Investment Advisor Representative working at Prudential Financial Planning Services in Champaign, IL and has over 32 years of experience in the finance industry.
Emily Manganaro (CRD# 5767888) is an Investment Advisor Representative working at Lpl Financial LLC in Champaign, IL and has over 14 years of experience in the finance industry.
David Marrone (CRD# 1354715) is an Investment Advisor Representative working at Financial Synergy, Inc. in Champaign, IL and has over 37 years of experience in the finance industry.
Kim Martin (CRD# 4052113) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Champaign, IL and has over 23 years of experience in the finance industry.
Brian McClure (CRD# 3150813) is an Investment Advisor Representative working at Northwestern Mutual Investment Services,llc in Champaign, IL and has over 22 years of experience in the finance industry.
Andrew McDowell (CRD# 6453917) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Champaign, IL and has over 7 years of experience in the finance industry.
Mary McGrath (CRD# 1336517) is an Investment Advisor Representative working at Cozad Asset Management Inc. in Champaign, IL and has over 39 years of experience in the finance industry. Mary McGrath 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.
Stuart Meacham (CRD# 1094785) is an Investment Advisor Representative working at Cozad Asset Management Inc. in Champaign, IL and has over 40 years of experience in the finance industry.
Robert Meyer (CRD# 2874399) is an Investment Advisor Representative working at Commonwealth Financial Network in Champaign, IL and has over 26 years of experience in the finance industry.
Peter Newman, CFA (CRD# 6287796) founded Peak Wealth Planning, LLC in Champaign, IL to provide private clients with solutions to protect and grow their wealth. As an advisor with Peak Wealth, Peter has 2 1/2 years working with clients on achieiving specific financial goals.
Client goals include planning for retirement, transitioning to retirement, minimizing taxes, or investing operating cash from a profitable business. Peter has advised clients who have sold real estate as well as closely held stock in employee owned businesses.
Peter typically works with clients who have $2 million or...