-
Distance Metro area (25 miles)
-
COMPENSATION Either
-
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
Gina Martin (CRD# 6112813) is an Investment Advisor Representative working at Sequent Planning, LLC in Galesburg, IL and has over 11 years of experience in the finance industry.
Scott Moorhead (CRD# 6798757) is an Investment Advisor Representative working at Wisdom Financial Services, LLC in Geneseo, IL and has over 6 years of experience in the finance industry.
James Nash (CRD# 4677495) is an Investment Advisor Representative working at Wisdom Financial Services, LLC in Geneseo, IL and has over 17 years of experience in the finance industry.
Robert Nash (CRD# 4677497) is an Investment Advisor Representative working at Wisdom Financial Services, LLC in Geneseo, IL and has 1 year of experience in the finance industry. Robert Nash 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.
Carol Neuleib (CRD# 2414719) is an Investment Advisor Representative working at Lpl Financial LLC in Geneseo, IL and has over 22 years of experience in the finance industry.
Mary Kay North (CRD# 4654655) is an Investment Advisor Representative working at Lpl Financial LLC in Galesburg, IL and has over 21 years of experience in the finance industry.
Jennifer Pittman (CRD# 4238945) is an Investment Advisor Representative working at Lpl Financial LLC in Galesburg, IL and has over 23 years of experience in the finance industry.
Robert Potter (CRD# 5935448) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Galesburg, IL and has over 12 years of experience in the finance industry.
Paul Rapps (CRD# 2547742) is an Investment Advisor Representative working at Edward Jones in Geneseo, IL and has over 24 years of experience in the finance industry.
Jean Schneider (CRD# 1500842) is an Investment Advisor Representative working at Berthel Fisher & Company Financial Services, Inc. in Galesburg, IL and has over 36 years of experience in the finance industry. Jean Schneider 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.