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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
Robert Meyer (CRD# 2874399) is an Investment Advisor Representative working at Commonwealth Financial Network in Champaign, IL and has over 26 years of experience in the finance industry.
Peter Newman, CFA (CRD# 6287796) founded Peak Wealth Planning, LLC in Champaign, IL to provide private clients with solutions to protect and grow their wealth. As an advisor with Peak Wealth, Peter has 2 1/2 years working with clients on achieiving specific financial goals.
Client goals include planning for retirement, transitioning to retirement, minimizing taxes, or investing operating cash from a profitable business. Peter has advised clients who have sold real estate as well as closely held stock in employee owned businesses.
Peter typically works with clients who have $2 million or...
Richard Nichols (CRD# 5807480) is an Investment Advisor Representative working at Edward Jones in Fairbury, IL and has over 13 years of experience in the finance industry.
Abbie Osterbur (CRD# 6050350) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Champaign, IL and has over 11 years of experience in the finance industry.
Adam Owen (CRD# 4368342) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Urbana, IL and has over 22 years of experience in the finance industry.
Douglas Owens (CRD# 1936265) is an Investment Advisor Representative working at Prudential Financial Planning Services in Champaign, IL and has over 32 years of experience in the finance industry.
Karen Owens (CRD# 2772080) is an Investment Advisor Representative working at Prudential Financial Planning Services in Champaign, IL and has over 27 years of experience in the finance industry.
Niralee Patel (CRD# 6282028) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Champaign, IL and has over 10 years of experience in the finance industry.
Shanon Patterson (CRD# 6492258) is an Investment Advisor Representative working at Prudential Financial Planning Services in Champaign, IL and has over 8 years of experience in the finance industry.
Bruce Paulsrud (CRD# 5300469) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Champaign, IL and has over 16 years of experience in the finance industry.