-
Distance Metro area (25 miles)
-
COMPENSATION Either
-
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
Matthew Sivertsen (CRD# 5455790) is an Investment Advisor Representative working at The Planning Center, Inc. in Moline, IL and has over 20 years of experience in the finance industry. Matthew Sivertsen 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.
Darlene Steffen (CRD# 5860379) is an Investment Advisor Representative working at Life Planning Solutions, LLC in Moline, IL and has 1 year of experience in the finance industry. Darlene Steffen 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.
Kenneth Stotmeister (CRD# 1435589) is an Investment Advisor Representative working at Lpl Financial LLC in Moline, IL and has over 37 years of experience in the finance industry.
Shane Swift (CRD# 3231439) is an Investment Advisor Representative working at Lpl Financial LLC in Moline, IL and has over 24 years of experience in the finance industry.
Rian Waterman (CRD# 5121837) is an Investment Advisor Representative working at United Capital Financial Advisors in Moline, IL and has over 17 years of experience in the finance industry.
Gregory Weber (CRD# 5499063) is an Investment Advisor Representative working at Lpl Financial LLC in Moline, IL and has over 17 years of experience in the finance industry.
Christopher Zimmerman (CRD# 3218522) is an Investment Advisor Representative working at Edward Jones in Moline, IL and has over 24 years of experience in the finance industry.
Maribel Fernandez (CRD# 7740482) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Moline, IL and has 1 year of experience in the finance industry.
Michael Leabo (CRD# 7302238) is an Investment Advisor Representative working at Lpl Financial LLC in Moline, IL and has over 2 years of experience in the finance industry.
Brennen Schmertmann (CRD# 7365374) is an Investment Advisor Representative working at Lpl Financial LLC in Moline, IL and has over 2 years of experience in the finance industry.