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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
Scott Laue (CRD# 5512394) is an Investment Advisor Representative working at Savant Wealth Management in Rockford, IL and has over 16 years of experience in the finance industry. Scott Laue 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.
Christine Lawrence (CRD# 4619508) is an Investment Advisor Representative working at Savant Wealth Management in Rockford, IL and has over 22 years of experience in the finance industry.
David Lecompte (CRD# 4920307) is an Investment Advisor Representative working at Savant Wealth Management in Rockford, IL and has over 19 years of experience in the finance industry. David Lecompte 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.
Daniel Leonard (CRD# 4685267) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Rockford, IL and has over 20 years of experience in the finance industry.
Jeffrey Lewis (CRD# 6339211) is an Investment Advisor Representative working at Savant Wealth Management in Rockford, IL and has over 6 years of experience in the finance industry. Jeffrey Lewis 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.
Jakob Loescher (CRD# 5729433) is an Investment Advisor Representative working at Savant Wealth Management in Rockford, IL and has over 14 years of experience in the finance industry. Jakob Loescher 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.
Paul Loner (CRD# 4559562) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Rockford, IL and has over 21 years of experience in the finance industry. Paul Loner 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.
Stephen Lorence (CRD# 6207909) is an Investment Advisor Representative working at Savant Wealth Management in Rockford, IL and has over 9 years of experience in the finance industry. Stephen Lorence 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.
Mark Lotzer (CRD# 1019013) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Rockford, IL and has over 32 years of experience in the finance industry.
Carrie Loven (CRD# 6306740) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Rockford, IL and has over 9 years of experience in the finance industry.