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
Allen Kutchins (CRD# 4478796) is an Investment Advisor Representative working at KRD Financial in Schaumburg, IL and has over 16 years of experience in the finance industry. Allen Kutchins has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass the 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 puts clients' interests first and they must comply with the Financial Planning Practice...
Jonathan M. Rogers serves as Co-Managing Partner, Director of the Investment Committee and Chief Financial Officer at Forum. He previously worked for Dimensional Fund Advisors (DFA) in their Financial Advisor Services Group, where he had both analytical and business development responsibilities.
His personal clients depend on his advice when making major financial decisions in their lives. He is an invaluable person in his clients’ lives because he provides peace of mind by looking after their investment accounts, savings plans and long-term well-being.
As the Co-Director of Forum’s Investment...
Deborah Feldman (CRD# 2648441) is an Investment Advisor Representative and President at Leonetti & Associates, LLC in Buffalo Grove, IL and has 32 years of experience in the finance industry. Deborah Feldman 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...
Brenda Knox is a Fee-Only Financial Planner serving the Northwest suburbs of Chicago and surrounding areas. With offices located in Rolling Meadows, Financial Elements, Inc. specializes in providing objective financial planning to help clients build, manage, grow, and protect their assets through life's transitions. Brenda Knox is a NAPFA-Registered Financial Advisor and a CFP® Professional.
Financial Elements, Inc. is a boutique Fee-Only financial planning and investment advisory firm located in the Northwest suburbs of Chicago.