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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
Michael Mancini (CRD# 5912640) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Monroe, WI and has over 8 years of experience in the finance industry.
Robert Page (CRD# 7127428) is an Investment Advisor Representative working at Edward Jones in Monroe, WI and has over 4 years of experience in the finance industry.
Eric Adler (CRD# 5936170) is an Investment Advisor Representative working at Adler Financial in Oregon, WI and has over 9 years of experience in the finance industry.
Michael Alber (CRD# 2088227) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Davis, IL and has over 33 years of experience in the finance industry.
Rodney Andrae (CRD# 1954734) is an Investment Advisor Representative working at Andrae Financial Services LLC in Darlington, WI and has over 9 years of experience in the finance industry.
Trina Bankord Andersen (CRD# 6601416) is an Investment Advisor Representative working at Edward Jones in Freeport, IL and has over 7 years of experience in the finance industry.
Lucas Beggin (CRD# 6276634) is an Investment Advisor Representative working at Regal Investment Advisors LLC in Freeport, IL and has over 10 years of experience in the finance industry. Lucas Beggin 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.
Wendy Blair (CRD# 5311585) is an Investment Advisor Representative working at Savant Wealth Management in Freeport, IL and has over 16 years of experience in the finance industry. Wendy Blair 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.
Michelle Bowman (CRD# 5139137) is an Investment Advisor Representative working at Edward Jones in Rockford, IL and has over 10 years of experience in the finance industry.
Adam Breedlove (CRD# 6253128) is an Investment Advisor Representative working at Edward Jones in Freeport, IL and has over 10 years of experience in the finance industry.