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
Nicholas Latko (CRD# 5061704) is an Investment Advisor Representative working at Clear Perspective Advisors, LLC in Saint Charles, IL and has over 12 years of experience in the finance industry. Nicholas Latko 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.
Jose Cuevas (CRD# 4550864) is an Investment Advisor Representative working at High Five Financial in Elgin, IL and has over 14 years of experience in the finance industry. High Five Financial was created to serve an ever-growing need for clients to have one on one attention from a financial planner who is not tied to the interests of a giant corporation. As Independent, Fiduciary, fee-based financial planners, we are able to provide you with unbiased advice while still utilizing the best products available for your goals. In addition, while many financial institutions have changed their business...
Donald Cummings is a graduate of the University of WIsconsin-Madison and has more than 32 years of experience in the financial industry. He is the founder of Blue Haven Capital, a full-fiduciary investment management firm offering low cost, fee-only investment management to individuals and small institutions.
Donald worked in the institutional bond business for 15 years before opening Blue Haven Capital and focuses on managing conservative, balanced accounts for those approaching or in retirement.
He is frequently quoted in both the local and national press regarding bonds, interest rates,...