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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
Julie Plutchak (CRD# 6130556) is an Investment Advisor Representative working at Lpl Financial LLC in Kenosha, WI and has over 10 years of experience in the finance industry.
Bradly Potter (CRD# 5081627) is an Investment Advisor Representative working at Coordinated Capital Securities, Inc. in Kenosha, WI and has over 4 years of experience in the finance industry. Bradly Potter 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.
Carilu Robinson (CRD# 7526549) is an Investment Advisor Representative working at Prophet Wealth Management in Kenosha, WI and has over 2 years of experience in the finance industry.
Suzanne Rodriguez (CRD# 2606076) is an Investment Advisor Representative working at Lpl Financial LLC in Kenosha, WI and has over 28 years of experience in the finance industry.
Mark Salerno (CRD# 1426851) is an Investment Advisor Representative working at Coordinated Capital Securities, Inc. in Kenosha, WI and has over 5 years of experience in the finance industry.
William Waddle (CRD# 6398131) is an Investment Advisor Representative working at Coordinated Capital Securities, Inc. in Kenosha, WI and has over 9 years of experience in the finance industry.
Donna Adams (CRD# 4375964) is an Investment Advisor Representative working at Oneamerica Securities, Inc. in Johnsburg, IL and has over 22 years of experience in the finance industry.
Gregory Amborn (CRD# 2024588) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Burlington, WI and has over 16 years of experience in the finance industry.
Michael Amrozowicz (CRD# 6287052) is an Investment Advisor Representative working at Edward Jones in Gurnee, IL and has over 10 years of experience in the finance industry.
Eric Anders (CRD# 4139444) is an Investment Advisor Representative working at Fifth Third Securities, Inc. in Gurnee, IL and has over 23 years of experience in the finance industry.