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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
Spencer Decker (CRD# 7783924) is an Investment Advisor Representative working at Wintrust Investments in Lake Forest, IL and has 1 year of experience in the finance industry.
Jonathan Dries (CRD# 4444659) is an Investment Advisor Representative working at Exi Investment Partners in Lake Forest, IL and has over 20 years of experience in the finance industry.
Anne Egan (CRD# 7677366) is an Investment Advisor Representative working at Morgan Stanley in Lake Forest, IL and has 1 year of experience in the finance industry.
Stephanie Esposito (CRD# 5944633) is an Investment Advisor Representative working at Wells Fargo Advisors in Lake Forest, IL and has over 2 years of experience in the finance industry.
Tyler Lattery (CRD# 7606541) is an Investment Advisor Representative working at Rbc Capital Markets, LLC in Lake Forest, IL and has 1 year of experience in the finance industry.
Marc Lubkeman (CRD# 1294174) is an Investment Advisor Representative working at Wells Fargo Advisors in Lake Forest, IL and has over 39 years of experience in the finance industry. Marc Lubkeman 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.
Kevin Mathews (CRD# 1696218) is an Investment Advisor Representative working at Rbc Capital Markets, LLC in Lake Forest, IL and has over 32 years of experience in the finance industry.
Scott McDougall (CRD# 3228752) is an Investment Advisor Representative working at Fifth Third Securities, Inc. in Lake Forest, IL and has over 3 years of experience in the finance industry.
Samantha McGuire (CRD# 7708512) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Lake Forest, IL and has 1 year of experience in the finance industry.
Michael Nagel (CRD# 7625294) is an Investment Advisor Representative working at Tsfg, LLC in Lake Forest, IL and has 1 year of experience in the finance industry.