Duane Stevens (CRD# 2619027) is an Investment Advisor Representative working at Alera Investment Advisors, LLC in Deerfield, IL and has over 28 years of experience in the finance industry. Duane Stevens 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.
CRD# 5252940
Cetera Investment Advisers LLC
CRD# 1257255
Raymond James Financial Services Advisors, Inc.
CRD# 2424715
Mesirow Financial Investment Management, Inc.
The CFP is the gold standard for financial professionals who perform comprehensive financial planning. CFPs must undergo rigorous exams and meet other requirements to obtain this designation.
Like the CFP, ChFCs take extensive coursework on a wide variety of financial planning topics. ChFCs actually take more coursework than CFPs, but are not required to prove their knowledge through a board examination.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Alera Investment Advisors, LLC | Downers Grove, IL | Nov 2017 - Current | 6 |
| Triad Advisors, Inc. | Norcross, GA | Nov 2017 - Current | 6 |
| Gcg Financial, Inc. | Westmont, IL | Apr 1999 - Current | 25 |
| Securian Financial Services | St. Paul, MN | May 1995 - Nov 2017 | 22 |
| Minnesota Life | St. Paul, MN | May 1995 - Nov 2017 | 22 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jul 1995 |
| S65 | NASAA Investment Advisors Law Examination | Oct 1998 |
- IL
- TX
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Total Assets Under Management2,732MILLIONS
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Total Number of Accounts3,323ACCOUNTS
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Average Account Value$822,251
- A percentage of assets under your management
- Hourly charges
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- Financial planning services
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- Educational seminars/workshops
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