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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
Randy Kurtz (CRD# 4579297) is an Investment Advisor Representative working at Betavisor, LLC in Chicago, IL and has over 15 years of experience in the finance industry.
Betavisor was founded with one simple aim; to reduce risk without harming expected returns. Our clients are focused on "locking in" their retirement pace through diversification and tax management.
A nationally recognized expert on risk who's obsessed with statistics, Randy challenges conventional wisdom around risk, return, diversification, asset allocation and financial planning. He developed the DataDriven Process™ to...
Jonathan Baker (CRD# 6648529) is an Investment Advisor Representative working at Balasa Dinverno Foltz LLC in Itasca, IL and has 1 year of experience in the finance industry.
Tina Barrile (CRD# 4878338) is an Investment Advisor Representative working at Balasa Dinverno Foltz LLC in Itasca, IL and has 1 year of experience in the finance industry. Tina Barrile 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 Bellinger (CRD# 1007433) is an Investment Advisor Representative working at Rcm Wealth Advisors in Itasca, IL and has over 40 years of experience in the finance industry.
Julie Bucaro (CRD# 4303206) is an Investment Advisor Representative working at Balasa Dinverno Foltz LLC in Itasca, IL and has over 21 years of experience in the finance industry. Julie Bucaro 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.
Thomas Buckley (CRD# 2212397) is an Investment Advisor Representative working at Lpl Financial LLC in Itasca, IL and has over 30 years of experience in the finance industry.
Jennifer Burgman (CRD# 1871145) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Itasca, IL and has over 30 years of experience in the finance industry.
Kristina Caragiulo (CRD# 6199092) is an Investment Advisor Representative working at Balasa Dinverno Foltz LLC in Itasca, IL and has over 6 years of experience in the finance industry. Kristina Caragiulo 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.
Chad Carlson (CRD# 4711070) is an Investment Advisor Representative working at Balasa Dinverno Foltz LLC in Itasca, IL and has over 18 years of experience in the finance industry. Chad Carlson 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.
Jared Chandler (CRD# 6649339) is an Investment Advisor Representative working at Edward Jones in Itasca, IL and has over 5 years of experience in the finance industry.