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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
Michael McClain (CRD# 6627233) is an Investment Advisor Representative working at Pac Capital, LLC in Lake Forest, IL and has 1 year of experience in the finance industry.
David Melsheimer (CRD# 4441591) is an Investment Advisor Representative working at North Shore Private Asset Management, LLC in Lake Forest, IL and has 1 year of experience in the finance industry.
Donald Meyer (CRD# 1287469) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Lake Forest, IL and has over 38 years of experience in the finance industry.
Jordan Micklow (CRD# 6087753) is an Investment Advisor Representative working at Edward Jones in Lake Forest, IL and has over 11 years of experience in the finance industry.
Susan Milanak (CRD# 2787875) is an Investment Advisor Representative working at Morgan Stanley in Lake Forest, IL and has over 17 years of experience in the finance industry. Susan Milanak 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.
Tracy Miller (CRD# 5183320) is an Investment Advisor Representative working at Wintrust Investments in Lake Forest, IL and has over 7 years of experience in the finance industry.
Joshua Moorman (CRD# 6344818) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Lake Forest, IL and has over 9 years of experience in the finance industry.
Daniel Nagel (CRD# 1861282) is an Investment Advisor Representative working at Tsfg, LLC in Lake Forest, IL and has over 33 years of experience in the finance industry.
Timothy Newman (CRD# 1101109) is an Investment Advisor Representative working at Morgan Stanley in Lake Forest, IL and has over 40 years of experience in the finance industry.
Charles O'neil (CRD# 2638417) is an Investment Advisor Representative working at Rbc Capital Markets, LLC in Lake Forest, IL and has over 8 years of experience in the finance industry.