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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
Gregory Dietz (CRD# 1251120) is an Investment Advisor Representative working at Mml Investors Services, LLC in Big Bend, WI and has over 39 years of experience in the finance industry.
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.
David Dingman (CRD# 3012901) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Fox Lake, IL and has over 23 years of experience in the finance industry.
David Distefano (CRD# 5572660) is an Investment Advisor Representative working at Harbour Investments, Inc. in Janesville, WI and has over 15 years of experience in the finance industry.
Daniel Dodd (CRD# 4527785) is an Investment Advisor Representative working at Retirement Plan Advisors, LLC in Janesville, WI and has over 21 years of experience in the finance industry. Daniel Dodd 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.
Steven Doepke (CRD# 1961858) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Loves Park, IL and has over 34 years of experience in the finance industry.
Brian Donnelly (CRD# 2845011) is an Investment Advisor Representative working at Robert W. Baird & Company Incorporated in Janesville, WI and has over 27 years of experience in the finance industry.
Victoria Dorgan (CRD# 4320867) is an Investment Advisor Representative working at Barrett Wealth Connection LLC in Spring Grove, IL and has over 17 years of experience in the finance industry. Victoria Dorgan 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.
Gregory Dowler (CRD# 1956623) is an Investment Advisor Representative working at Choreo, LLC in Rockford, IL and has over 34 years of experience in the finance industry.
Kari Drascic (CRD# 6608724) is an Investment Advisor Representative working at Robert W. Baird & Company Incorporated in Janesville, WI and has over 7 years of experience in the finance industry.