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
Stephen Barasch (CRD# 1782805) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Pleasant Prairie, WI and has over 30 years of experience in the finance industry.
Jamie Young (CRD# 1371006) is an Investment Advisor Representative working at Woodbury Financial Services, Inc. in Pleasant Prairie, WI and has over 32 years of experience in the finance industry.
Jonathan Neuman (CRD# 4452118) is an Investment Advisor Representative working at Wells Fargo Advisors, LLC in Deerfield, IL and has over 14 years of experience in the finance industry.
Jonathan was a Vice-President at Morgan Stanley prior to joining Wells Fargo Advisors. He holds an MBA from DePaul University and an undergraduate degree in business from The University of Illinois at Chicago where he was inducted into the National Honor Society of Business Students. He is a Certified Financial Planner ("CFP") and a Chartered Financial Consultant ("ChFC"). To learn more about Jonathan and...
Deborah Feldman (CRD# 2648441) is an Investment Advisor Representative and President at Leonetti & Associates, LLC in Buffalo Grove, IL and has 32 years of experience in the finance industry. Deborah Feldman 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...
I work with successful individuals and families to help them achieve their financial goals through the use of strategic comprehensive wealth management utilizing advanced financial planning, investment management, and professional adviser relationship management. My areas of expertise include retirement, investment, estate, insurance, and college planning. I develop a deep understanding of my clients' goals, values, and relationships in order to design and implement a wealth management strategy that is specifically tailored to each client's needs. I work on a Fee-Only basis, which means that I...