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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
Erik Bunderson (CRD# 6352532) is an Investment Advisor Representative working at Lpl Financial LLC in Janesville, WI and has over 8 years of experience in the finance industry.
Ronald Burlingame (CRD# 1030927) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Harvard, IL and has over 41 years of experience in the finance industry.
Erin Calkins (CRD# 4979426) is an Investment Advisor Representative working at Robert W. Baird & Company Incorporated in Rockford, IL and has over 18 years of experience in the finance industry.
Aurelio Callope (CRD# 4585797) is an Investment Advisor Representative working at Lpl Financial LLC in Whitewater, WI and has over 21 years of experience in the finance industry.
Marlo Carpio (CRD# 3161657) is an Investment Advisor Representative working at U.s. Bancorp Investments, Inc. in Twin Lakes, WI and has over 25 years of experience in the finance industry.
Derek Carter (CRD# 2874759) is an Investment Advisor Representative working at Savant Wealth Management in Rockford, IL and has over 26 years of experience in the finance industry. Derek Carter 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.
David Casalena (CRD# 2182262) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Rockford, IL and has over 32 years of experience in the finance industry.
Richard Casciaro (CRD# 4157127) is an Investment Advisor Representative working at Grove Point Advisors, LLC in Fontana, WI and has over 24 years of experience in the finance industry.
Diane Cassens (CRD# 2777135) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Rockford, IL and has over 27 years of experience in the finance industry.
Debra Cerny (CRD# 2192178) is an Investment Advisor Representative working at Robert W. Baird & Company Incorporated in Janesville, WI and has over 30 years of experience in the finance industry.