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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
Brian McNamara (CRD# 2580307) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Saint Charles, IL and has over 29 years of experience in the finance industry.
John Michalak (CRD# 4293554) is an Investment Advisor Representative working at Chicago Investment Advisory Council, Inc. in Saint Charles, IL and has over 23 years of experience in the finance industry.
Kraig Mickelsen (CRD# 2845238) is an Investment Advisor Representative working at Arete Wealth Advisors, LLC in Saint Charles, IL and has over 27 years of experience in the finance industry. Kraig Mickelsen 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.
William Morrison (CRD# 1562574) is an Investment Advisor Representative working at Forum Financial Management, LP in Saint Charles, IL and has over 33 years of experience in the finance industry.
Terrance Murphy (CRD# 2191779) is an Investment Advisor Representative working at Total Clarity Wealth Management, Inc. in Saint Charles, IL and has over 32 years of experience in the finance industry. Terrance Murphy 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.
Patrick Naughton (CRD# 1865322) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Saint Charles, IL and has over 32 years of experience in the finance industry.
Robert Perez (CRD# 2582253) is an Investment Advisor Representative working at Highpoint Planning Partners in Saint Charles, IL and has over 25 years of experience in the finance industry. Robert Perez 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.
Brandon Perry (CRD# 5157906) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Saint Charles, IL and has over 17 years of experience in the finance industry. Brandon Perry 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.
Edward Perry (CRD# 2455574) is an Investment Advisor Representative working at Commonwealth Financial Network in Saint Charles, IL and has over 30 years of experience in the finance industry. Edward Perry 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.
Jorie Pitt (CRD# 5966197) is an Investment Advisor Representative working at Mission Wealth Management, LP in Saint Charles, IL and has over 10 years of experience in the finance industry. Jorie Pitt 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.