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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 Schlesselman (CRD# 6785404) is an Investment Advisor Representative working at Kdm Wealth Management Inc. in Geneva, IL and has over 6 years of experience in the finance industry.
Bret Shannon (CRD# 6685734) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Geneva, IL and has over 7 years of experience in the finance industry.
Nicholas Snow (CRD# 6958249) is an Investment Advisor Representative working at Lpl Financial LLC in Geneva, IL and has over 4 years of experience in the finance industry. Nicholas Snow 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.
Makinzie Stack (CRD# 6001292) is an Investment Advisor Representative working at Leelyn Smith, LLC in Geneva, IL and has over 5 years of experience in the finance industry.
Timothy Sullivan (CRD# 1143061) is an Investment Advisor Representative working at Ausdal Financial Partners, Inc. in Geneva, IL and has over 32 years of experience in the finance industry.
Clay Terry (CRD# 6940390) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Geneva, IL and has over 5 years of experience in the finance industry.
Michael Ulaszek (CRD# 5712479) is an Investment Advisor Representative working at Edward Jones in Geneva, IL and has over 14 years of experience in the finance industry.
Jeffrey Vaughn (CRD# 6107645) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Geneva, IL and has over 7 years of experience in the finance industry.
Mark Waldoch (CRD# 1484023) is an Investment Advisor Representative working at Harbour Investments, Inc. in Geneva, IL and has over 32 years of experience in the finance industry.
Liane Warcup (CRD# 2898258) is an Investment Advisor Representative working at Clarus Financial Planning in Geneva, IL and has over 26 years of experience in the finance industry. Liane Warcup 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.