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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
Elizabeth Tucker (CRD# 4130062) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Northfield, IL and has over 24 years of experience in the finance industry.
Margaret Twombly (CRD# 1172341) is an Investment Advisor Representative working at Twombly Asset Management LLC in Northfield, IL and has over 40 years of experience in the finance industry.
Hai Vu (CRD# 4340547) is an Investment Advisor Representative working at Brentview Investment Management, LLC in Northfield, IL and has over 22 years of experience in the finance industry.
Daniel Waddick (CRD# 1723191) is an Investment Advisor Representative working at Lpl Financial LLC in Northfield, IL and has over 34 years of experience in the finance industry.
Bradford Walker (CRD# 2963026) is an Investment Advisor Representative working at Wintrust Investments in Northfield, IL and has over 26 years of experience in the finance industry. Bradford Walker 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.
Kevin Yeoman (CRD# 2636473) is an Investment Advisor Representative working at Treetop Wealth Management, LLC in Northfield, IL and has over 23 years of experience in the finance industry. Kevin Yeoman 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.
Lisa Yoest (CRD# 1963265) is an Investment Advisor Representative working at Baker & Yoest Investment Advisers, Inc. in Northfield, IL and has over 32 years of experience in the finance industry. Lisa Yoest 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.
Daniel Zenisek (CRD# 5207840) is an Investment Advisor Representative working at Bernardi Asset Management, LLC in Northfield, IL and has over 17 years of experience in the finance industry.
Robert Biondi (CRD# 716281) is an Investment Advisor Representative working at Bernardi Asset Management, LLC in Northfield, IL and has over 39 years of experience in the finance industry.
Matthew Butler (CRD# 7175344) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Northfield, IL and has over 4 years of experience in the finance industry.