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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
John Loeffler (CRD# 6732992) is an Investment Advisor Representative working at Kingswood Wealth Advisors, LLC in Freeport, IL and has over 7 years of experience in the finance industry.
Patrick Lonergan (CRD# 5722415) is an Investment Advisor Representative working at Vital Capital LLC in Clinton, IA and has over 13 years of experience in the finance industry.
Shawn Lorion (CRD# 4470693) is an Investment Advisor Representative working at U.s. Bancorp Investments, Inc. in Clinton, IA and has over 22 years of experience in the finance industry.
Adam Ludwig (CRD# 4923562) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Lanark, IL and has over 18 years of experience in the finance industry.
Chrissie Martin (CRD# 4069922) is an Investment Advisor Representative working at Lpl Financial LLC in Oregon, IL and has over 24 years of experience in the finance industry.
Andrew Meyers (CRD# 5012591) is an Investment Advisor Representative working at Stratos Wealth Partners, Ltd in Clinton, IA and has over 18 years of experience in the finance industry.
Joseph Mills (CRD# 5765801) is an Investment Advisor Representative working at Stratos Wealth Partners, Ltd in Clinton, IA and has over 13 years of experience in the finance industry.
Wes Morrissey (CRD# 6449115) is an Investment Advisor Representative working at Edward Jones in Dixon, IL and has over 8 years of experience in the finance industry.
Steven Napolitano (CRD# 2850115) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Clinton, IA and has over 27 years of experience in the finance industry.
David Nelson (CRD# 2120855) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Clinton, IA and has over 33 years of experience in the finance industry. David Nelson 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.