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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
Maria Dietz (CRD# 4600525) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Rockford, IL and has over 20 years of experience in the finance industry.
Kathleen Dixon (CRD# 4033179) is an Investment Advisor Representative working at American Community Wealth Management, LLC in Crystal Lake, IL and has over 24 years of experience in the finance industry.
Michael Donnelly (CRD# 3251318) is an Investment Advisor Representative working at Edward Jones in Rockford, IL and has over 24 years of experience in the finance industry.
John Dorn (CRD# 2561615) is an Investment Advisor Representative working at Leelyn Smith, LLC in Geneva, IL and has over 17 years of experience in the finance industry.
Charles Douglas (CRD# 6252938) is an Investment Advisor Representative working at Avantax Advisory Services in Sugar Grove, IL and has over 10 years of experience in the finance industry.
John Drafall (CRD# 2238206) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Huntley, IL and has over 31 years of experience in the finance industry.
Donald Duncan (CRD# 2180060) is a Financial Advisor/Managing Director working at Savant Capital LLC in Downers Grove, IL and has over 21 years of experience in the finance industry.
Kevin Dwyer (CRD# 6197677) is an Investment Advisor Representative working at Edward Jones in Rockford, IL and has over 10 years of experience in the finance industry.
William Eaton (CRD# 2207213) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Crystal Lake, IL and has over 32 years of experience in the finance industry.
Robert Eberhardt (CRD# 2479226) is an Investment Advisor Representative working at Principal Securities, Inc. in Denver, NC and has over 29 years of experience in the finance industry. Robert Eberhardt 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.