Distance Metro area (25 miles)
- 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
Timothy Rueter (CRD# 4470049) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Wheaton, IL and has over 17 years of experience in the finance industry. He holds the CFP® and ChFC® designations, has assets of more than $100 million under management, and primary works as a fee-based planner. He services the soon-to-retire and already-retired segments of the market, primarily helping executives, business owners, entrepreneurs, and professionals in healthcare and education. His expertise lies in wealth management, legacy planning, risk mitigation...
Patrick A. McNamara, CFP®, CPA (CRD# 5141738) is an Investment Advisor Representative working at LPL Financial LLC in Homer Glen, IL and has over 11 years of experience in the finance industry. Patrick 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 putclients' interests first and comply with the Financial Planning Practice Standards.
Brian Niksa (CRD# 6314089) is an Investment Advisor Representative working at Capstone Financial Advisors Inc. in Downers Grove, IL since 2009. Brian is a Certified Financial Planner (CFP®) providing comprehensive financial, tax and estate planning services to high net worth professionals, families and business owners. He focuses on providing unbiased, pro-active, comprehensive financial planning and has experience working with a variety of clients including physicians, corporate executives, business owners and retirees. In addition to financial planning, Brian has also worked in the financial...