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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
John Kuhlman, Jr. (CRD# 859650) is an Investment Advisor Representative working at Rbc Capital Markets, LLC in Oakbrook Terrace, IL and has over 43 years of experience in the finance industry.
Donald Larsen (CRD# 5343809) is an Investment Advisor Representative working at Forvis Wealth Advisors, LLC in Oakbrook Terrace, IL and has over 17 years of experience in the finance industry. Donald Larsen 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.
Alan Lazzara (CRD# 1700328) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Oakbrook Terrace, IL and has over 36 years of experience in the finance industry.
Jacob Lee (CRD# 7015673) is an Investment Advisor Representative working at Park Avenue Securities LLC in Oakbrook Terrace, IL and has over 5 years of experience in the finance industry.
David Lewandowski (CRD# 6078698) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Oakbrook Terrace, IL and has over 9 years of experience in the finance industry.
Kevin Loffredi (CRD# 2750551) is an Investment Advisor Representative working at Harvest Investment Services, LLC in Oakbrook Terrace, IL and has over 27 years of experience in the finance industry. Kevin Loffredi 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 Longo (CRD# 4542543) is an Investment Advisor Representative working at Lincoln Financial Advisors Corporation in Oakbrook Terrace, IL and has over 21 years of experience in the finance industry. James Longo 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.
Bryan Lopez (CRD# 6392954) is an Investment Advisor Representative working at Edelman Financial Engines in Oakbrook Terrace, IL and has over 9 years of experience in the finance industry.
Thomas Manno (CRD# 4819912) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Oakbrook Terrace, IL and has over 19 years of experience in the finance industry. Thomas Manno 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.
Michael Martin (CRD# 1968244) is an Investment Advisor Representative working at Rbc Capital Markets, LLC in Oakbrook Terrace, IL and has over 34 years of experience in the finance industry.