Distance Metro area (25 miles)
- 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
Mary Erl (CRD# 4595727) is an Investment Advisor Representative working at Nest Builder Financial Advisors in Lake Villa, IL and has over 13 years of experience in the finance industry. Mary Erl 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.
Michael Simmer (CRD# 2191236) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Lake Villa, IL and has over 25 years of experience in the finance industry.
Stephen Curry (CRD# 5207046) is an Investment Advisor Representative offered through Kestra Advisory Services, LLC and affiliated with NFP Corporate Services (IL), Inc. in Northbrook, IL and has over 9 years of experience in the finance industry.
Jonathan Neuman (CRD# 4452118) is an Investment Advisor Representative working at Wells Fargo Advisors, LLC in Deerfield, IL and has over 14 years of experience in the finance industry.
Jonathan was a Vice-President at Morgan Stanley prior to joining Wells Fargo Advisors. He holds an MBA from DePaul University and an undergraduate degree in business from The University of Illinois at Chicago where he was inducted into the National Honor Society of Business Students. He is a Certified Financial Planner ("CFP") and a Chartered Financial Consultant ("ChFC"). To learn more about Jonathan and...
John Nowak is a Financial Planner at Moller Financial Services who helps clients organize and manage their finances, important goals, and possible risks. Moller Financial strives to build positive long-term relationships by following a disciplined investment strategy, communicating with clients, updating the plan, and looking for strategic opportunities to grow and protect our clients’ wealth.
Most clients live in the Chicago area, have investments (including retirement plans and savings) worth $500,000 - $5,000,000 and value the confidence in working with an experienced professional who looks...