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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
Joshua Lelah (CRD# 4228668) is an Investment Advisor Representative working at Lelah Financial, LLC in Riverwoods, IL and has over 21 years of experience in the finance industry. Joshua Lelah 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.
Scott Loochtan (CRD# 2544304) is an Investment Advisor Representative working at Allworth Financial, LP in Riverwoods, IL and has over 29 years of experience in the finance industry.
Nicole Mayer (CRD# 5023598) is an Investment Advisor Representative working at Allworth Financial, LP in Riverwoods, IL and has over 17 years of experience in the finance industry.
Patrick Pasqualicchio (CRD# 3262663) is an Investment Advisor Representative working at Independent Financial Group, LLC in Riverwoods, IL and has over 24 years of experience in the finance industry.
Howard Simon (CRD# 1013265) is an Investment Advisor Representative working at Independent Financial Group, LLC in Riverwoods, IL and has over 42 years of experience in the finance industry.
Andrew Niebur (CRD# 6328359) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Riverwoods, IL and has over 9 years of experience in the finance industry.
Daniel Roseth (CRD# 7687302) is an Investment Advisor Representative working at 83rd St. Wealth Management, LLC in Riverwoods, IL and has 1 year of experience in the finance industry.
Charles Melka (CRD# 2216510) is an Investment Advisor Representative working at Sequoia Wealth Management, LLC in Glen Ellyn, IL and has over 32 years of experience in the finance industry. Charles Melka 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.
Phillip Shaw has spent his career helping people to better understand their finances and accomplish their goals and passions. As a guide for his clients, he creates plans that address not only the necessities of life, but the hopes and dreams as well. Transitions are never easy in life; whether it is a new family, a new career, or a retirement -Phillip’s goal is to be a partner to lead people through these times.
Outside of finances, Phillip enjoys the outdoors; he is an avid rock climber, sailboat racer, hiker, cyclist and generally anything that involves being active in the sun. He regularly...