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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
Richard Kolb (CRD# 6996271) is an Investment Advisor Representative working at Inspirion Wealth Advisors, LLC in Libertyville, IL and has over 5 years of experience in the finance industry. Richard Kolb 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.
Nancy Lagerfeldt (CRD# 1197641) is an Investment Advisor Representative working at Wintrust Investments in Libertyville, IL and has over 37 years of experience in the finance industry.
James Larson (CRD# 5400514) is an Investment Advisor Representative working at Lpl Financial LLC in Libertyville, IL and has over 16 years of experience in the finance industry.
Charles Lief (CRD# 1270916) is an Investment Advisor Representative working at Rudwall Wealth Management LLC in Libertyville, IL and has over 32 years of experience in the finance industry.
Benjamin McQueen (CRD# 6353041) is an Investment Advisor Representative working at Liberty One Investment Management in Libertyville, IL and has over 9 years of experience in the finance industry.
Linda Mozzone (CRD# 1326342) is an Investment Advisor Representative working at Lpl Financial LLC in Libertyville, IL and has over 29 years of experience in the finance industry.
John Negovetich (CRD# 5654567) is an Investment Advisor Representative working at Mml Investors Services, LLC in Libertyville, IL and has over 14 years of experience in the finance industry.
Andrei Neuhaus (CRD# 2386667) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Libertyville, IL and has over 30 years of experience in the finance industry.
Nicholas Ng (CRD# 6332774) is an Investment Advisor Representative working at Liberty One Investment Management in Libertyville, IL and has over 8 years of experience in the finance industry.
Timothy Notaro (CRD# 1355563) is an Investment Advisor Representative working at Wintrust Investments in Libertyville, IL and has over 38 years of experience in the finance industry.