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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
David Dahl (CRD# 1266359) is an Investment Advisor Representative working at Dahl Financial Services, Inc. in Polo, IL and has over 38 years of experience in the finance industry. David Dahl 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.
Trina Bankord Andersen (CRD# 6601416) is an Investment Advisor Representative working at Edward Jones in Freeport, IL and has over 7 years of experience in the finance industry.
Shane Beckman (CRD# 6461357) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Sterling, IL and has over 9 years of experience in the finance industry.
Lucas Beggin (CRD# 6276634) is an Investment Advisor Representative working at Regal Investment Advisors LLC in Freeport, IL and has over 10 years of experience in the finance industry. Lucas Beggin 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.
Wendy Blair (CRD# 5311585) is an Investment Advisor Representative working at Savant Wealth Management in Freeport, IL and has over 16 years of experience in the finance industry. Wendy Blair 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.
Kenneth Boone (CRD# 2451808) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Dixon, IL and has over 30 years of experience in the finance industry. Kenneth Boone 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.
Michelle Bowman (CRD# 5139137) is an Investment Advisor Representative working at Edward Jones in Rockford, IL and has over 10 years of experience in the finance industry.
Adam Breedlove (CRD# 6253128) is an Investment Advisor Representative working at Edward Jones in Freeport, IL and has over 10 years of experience in the finance industry.
Mark Bretzmann (CRD# 4433508) is an Investment Advisor Representative working at Edward Jones in Freeport, IL and has over 22 years of experience in the finance industry.
Michael Brooks (CRD# 2019731) is an Investment Advisor Representative working at Lpl Financial LLC in Oregon, IL and has over 31 years of experience in the finance industry.