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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
David Cutler (CRD# 1434329) is an Investment Advisor Representative working at Lpl Financial LLC in Beaver Dam, WI and has over 38 years of experience in the finance industry.
William Czaja (CRD# 3039140) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Waterford, WI and has over 23 years of experience in the finance industry.
Lance Dahmer (CRD# 1615284) is an Investment Advisor Representative working at Lpl Financial LLC in Gurnee, IL and has over 35 years of experience in the finance industry. Lance Dahmer 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.
Faron Daugs (CRD# 2177774) is an Investment Advisor Representative working at Cwm, LLC in Libertyville, IL and has over 32 years of experience in the finance industry. Faron Daugs 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.
James Davids (CRD# 4020698) is an Investment Advisor Representative working at Lpl Financial LLC in Crystal Lake, IL and has over 23 years of experience in the finance industry.
Alicia Davis (CRD# 6930938) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Lake Forest, IL and has over 5 years of experience in the finance industry.
Ann Davis (CRD# 5994079) is an Investment Advisor Representative working at Capital Management Consultants in Northbrook, IL and has over 12 years of experience in the finance industry.
Marc Davis (CRD# 2412125) is an Investment Advisor Representative working at Capital Management Consultants in Northbrook, IL and has over 30 years of experience in the finance industry.
Scott Davis (CRD# 3224197) is an Investment Advisor Representative working at Lake County Financial Planning, a Prudential Office in Gurnee, IL and has over 19 years of experience in the finance industry.
Lake County Financial Planning (LCFP) was established in 1999 by Scott Davis as a full service firm, including financial planning services. We provide quality objective advice specifically tailored to each client’s individual needs.
My goal is to build, protect and preserve your wealth through comprehensive financial planning. I believe my clients are best served through a three step process:
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Once your personal financial goals are determined, a detailed examination of your current financial situation is analyzed. This analysis examines everything from cash flow, net worth, investments, retirement plans, protection issues, employee benefits, income taxes and estate planning strategies. Essentially each piece of your financial puzzle and how they fit together.
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Once my analysis and subsequent research is completed, I’m able to structure my specific guidance and personalize your game plan.
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Lastly, and most importantly, my ongoing commitment to meet with my clients on a regular basis along with availability on a day-to-day basis for any questions or concerns that may arise.
The wide arrays of resources at my disposal are from many financial institutions. These institutions and their broad portfolios enable me to construct a diverse platform tailored to your specific goals and comfort level.
My commitment to you is to regularly monitor your progress to help ensure that we stay on track throughout a lifetime of shifting financial climates. I take this responsibility personally and treat every person as if they were family.
The future is yours; I look forward to helping you attain it.
Mission Statement
To help my clients feel financially confident and to achieve the personalized financial goals they seek. To partner with my clients to provide financial advice, that will help create individual financial comfort, help and protect their families and to build a legacy for a lifetime. LCFP is driven to provide objective, tailored solutions that help enhance your life.
Our mission embodies what we seek to accomplish in our day-to-day activities.
“Financial Planning Is A Way of Life”
Jaime Davison (CRD# 6702190) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Wauconda, IL and has over 6 years of experience in the finance industry.