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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
Peggy Schluter (CRD# 2180250) is an Investment Advisor Representative working at Cozad Asset Management Inc. in Champaign, IL and has over 32 years of experience in the finance industry. Peggy Schluter 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.
Todd Sheets (CRD# 4679787) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Urbana, IL and has over 19 years of experience in the finance industry.
Lee Smith (CRD# 1281878) is an Investment Advisor Representative working at Cozad Asset Management Inc. in Champaign, IL and has over 39 years of experience in the finance industry. Lee Smith 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.
Caleb Smoes (CRD# 5968483) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Champaign, IL and has over 10 years of experience in the finance industry.
Brian Steidinger (CRD# 5792279) is an Investment Advisor Representative working at Edward Jones in Gibson City, IL and has over 13 years of experience in the finance industry.
James Stewart (CRD# 2594579) is an Investment Advisor Representative working at Edward Jones in Urbana, IL and has over 29 years of experience in the finance industry. James Stewart 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.
Anne Storsved (CRD# 4299254) is an Investment Advisor Representative working at Cozad Asset Management Inc. in Champaign, IL and has over 23 years of experience in the finance industry. Anne Storsved 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.
Aaron Sutton (CRD# 4409913) is an Investment Advisor Representative working at Busey Capital Management, Inc. in Urbana, IL and has 1 year of experience in the finance industry.
Stephen Tarrant (CRD# 4618520) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Champaign, IL and has over 21 years of experience in the finance industry.
Mark Thies (CRD# 4072126) is an Investment Advisor Representative working at Edward Jones in Champaign, IL and has over 24 years of experience in the finance industry.