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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
Lee Barczak (CRD# 1032134) is an Investment Advisor Representative working at Morgan Kenwood Advisors, LLC in Greendale, WI and has over 42 years of experience in the finance industry.
Stephanie Barnett (CRD# 6462500) is an Investment Advisor Representative working at Mml Investors Services, LLC in Libertyville, IL and has over 8 years of experience in the finance industry.
Amy Barrett (CRD# 1459516) is an Investment Advisor Representative working at Barrett Wealth Connection LLC in Spring Grove, IL and has 30+ years of experience in the finance industry. Amy Barrett 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 putclients' interests first and comply with the Financial Planning Practice Standards.
Eric Bartlett (CRD# 5098332) is an Investment Advisor Representative working at Highpoint Planning Partners in Volo, IL and has over 16 years of experience in the finance industry.
Erika Bateman (CRD# 4813330) is an Investment Advisor Representative working at Inspirion Wealth Advisors, LLC in Libertyville, IL and has over 19 years of experience in the finance industry. Erika Bateman 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.
Jefferson Batt (CRD# 2758452) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Mchenry, IL and has over 27 years of experience in the finance industry. Jefferson Batt 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.
Melissa Beaumont (CRD# 4058574) is an Investment Advisor Representative working at Wealth Enhancement Advisory Services, LLC in Clinton, WI and has over 24 years of experience in the finance industry.
Randall Benedict (CRD# 4800929) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Mukwonago, WI and has over 19 years of experience in the finance industry.
Eric Berls (CRD# 5010528) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Crystal Lake, IL and has over 18 years of experience in the finance industry.
Ronald Bernstein (CRD# 5026816) is an Investment Advisor Representative working at Prism Planning Partners in Libertyville, IL and has over 18 years of experience in the finance industry. Ronald Bernstein 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.