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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
Mary McGrath (CRD# 1336517) 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. Mary McGrath 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.
Stuart Meacham (CRD# 1094785) is an Investment Advisor Representative working at Cozad Asset Management Inc. in Champaign, IL and has over 40 years of experience in the finance industry.
Robert Meyer (CRD# 2874399) is an Investment Advisor Representative working at Commonwealth Financial Network in Champaign, IL and has over 26 years of experience in the finance industry.
Vickie Miller (CRD# 3088570) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Decatur, IL and has over 25 years of experience in the finance industry. Vickie Miller 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.
James Minton (CRD# 2240878) is an Investment Advisor Representative working at Ipi Wealth Management, Inc. in Decatur, IL and has over 31 years of experience in the finance industry.
Rochelle Moore (CRD# 6901561) is an Investment Advisor Representative working at Sound Financial Solutions, Inc. in Clinton, IL and has 1 year of experience in the finance industry. Rochelle Moore 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.
James Neff (CRD# 1213898) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Decatur, IL and has over 40 years of experience in the finance industry.
Peter Newman, CFA (CRD# 6287796) founded Peak Wealth Planning, LLC in Champaign, IL to provide private clients with solutions to protect and grow their wealth. As an advisor with Peak Wealth, Peter has 2 1/2 years working with clients on achieiving specific financial goals.
Client goals include planning for retirement, transitioning to retirement, minimizing taxes, or investing operating cash from a profitable business. Peter has advised clients who have sold real estate as well as closely held stock in employee owned businesses.
Peter typically works with clients who have $2 million or...
Mary Nolan (CRD# 4263033) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Decatur, IL and has over 23 years of experience in the finance industry.
Richard Nolte (CRD# 2514143) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Decatur, IL and has over 29 years of experience in the finance industry.