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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
Tabitha Kenney (CRD# 4389730) is an Investment Advisor Representative working at Rbc Capital Markets, LLC in Lake Forest, IL and has over 16 years of experience in the finance industry.
Joshua Kinnee (CRD# 5952543) is an Investment Advisor Representative working at Isto Advisors, LLC in Lake Forest, IL and has over 12 years of experience in the finance industry. Joshua Kinnee 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.
Nicholas Kochanski (CRD# 4608208) is an Investment Advisor Representative working at Crescent Grove Advisors in Lake Forest, IL and has over 21 years of experience in the finance industry.
Andrew Krei (CRD# 5967208) is an Investment Advisor Representative working at Crescent Grove Advisors in Lake Forest, IL and has over 12 years of experience in the finance industry.
Steven Lee (CRD# 2307532) is an Investment Advisor Representative working at Bfc Planning, Inc. in Lake Forest, IL and has over 29 years of experience in the finance industry.
Adam Liebman (CRD# 2746464) is an Investment Advisor Representative working at Wintrust Investments in Lake Forest, IL and has over 27 years of experience in the finance industry.
Justin Mack (CRD# 7064003) is an Investment Advisor Representative working at Northwestern Mutual Investment Services,llc in Lake Forest, IL and has over 4 years of experience in the finance industry.
Roger Mai (CRD# 5508419) is an Investment Advisor Representative working at Horace Mann Investors, Inc. in Lake Forest, IL and has over 15 years of experience in the finance industry.
Hal Marcus (CRD# 861802) is an Investment Advisor Representative working at Buss Capital Management, LLC in Lake Forest, IL and has over 32 years of experience in the finance industry.
Alfred Marwede (CRD# 2230521) is an Investment Advisor Representative working at Forum Financial Management, LP in Lake Forest, IL and has over 31 years of experience in the finance industry.