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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
Jenifer Aronson (CRD# 6277446) is an Investment Advisor Representative working at Mosaic Fi LLC in Lincolnshire, IL and has 1 year of experience in the finance industry.
Stephen Bergman (CRD# 6057449) is an Investment Advisor Representative working at Forum Financial Management, LP in Lincolnshire, IL and has over 3 years of experience in the finance industry.
Christopher Brenner (CRD# 3062285) is an Investment Advisor Representative working at Lpl Financial LLC in Lincolnshire, IL and has over 22 years of experience in the finance industry.
Christopher Clark (CRD# 2155762) is an Investment Advisor Representative working at Lpl Financial LLC in Lincolnshire, IL and has over 28 years of experience in the finance industry.
Robert Cook (CRD# 2861780) is an Investment Advisor Representative working at Dream Capital Advisors, LLC in Lincolnshire, IL and has over 15 years of experience in the finance industry.
Michael Cope (CRD# 5142188) is an Investment Advisor Representative working at Pinnacle Planning Advisors, LLC in Lincolnshire, IL and has over 14 years of experience in the finance industry. Michael Cope 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.
William Cunningham (CRD# 850999) is an Investment Advisor Representative working at Saxony Capital Management, LLC in Lincolnshire, IL and has over 34 years of experience in the finance industry.
Joseph Doyle (CRD# 5427508) is an Investment Advisor Representative working at Savant Wealth Management in Lincolnshire, IL and has 1 year of experience in the finance industry. Joseph Doyle 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.
Kimberly Drake (CRD# 1328476) is an Investment Advisor Representative working at Savant Wealth Management in Lincolnshire, IL and has 1 year of experience in the finance industry.
Mary Ehlert (CRD# 2130414) is an Investment Advisor Representative working at Ehlert Financial Group, Inc. in Lincolnshire, IL and has over 29 years of experience in the finance industry. Mary Ehlert 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.