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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 Casalena (CRD# 2182262) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Rockford, IL and has over 32 years of experience in the finance industry.
Diane Cassens (CRD# 2777135) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Rockford, IL and has over 27 years of experience in the finance industry.
Rianna Caswell (CRD# 6697251) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Rockford, IL and has over 5 years of experience in the finance industry.
Daniel Christiansen (CRD# 1906425) is an Investment Advisor Representative working at Rbc Capital Markets, LLC in Rockford, IL and has over 35 years of experience in the finance industry.
John Clarke (CRD# 5702537) is an Investment Advisor Representative working at Savant Wealth Management in Rockford, IL and has over 14 years of experience in the finance industry. John Clarke 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.
Travis Cliff (CRD# 4458105) is an Investment Advisor Representative working at Savant Wealth Management in Rockford, IL and has over 22 years of experience in the finance industry. Travis Cliff 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 Clure (CRD# 2477274) is an Investment Advisor Representative working at Choreo, LLC in Rockford, IL and has over 29 years of experience in the finance industry. Mark Clure 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.
Erna Colborn (CRD# 6932738) is an Investment Advisor Representative working at Edward Jones in Rockford, IL and has over 5 years of experience in the finance industry.
Kelly Condon (CRD# 4770815) is an Investment Advisor Representative working at Choreo, LLC in Rockford, IL and has over 19 years of experience in the finance industry.
Brian Conroy (CRD# 3207688) is an Investment Advisor Representative working at Savant Wealth Management in Rockford, IL and has over 25 years of experience in the finance industry. Brian Conroy 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.