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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
Justin Wilson (CRD# 4826167) is an Investment Advisor Representative working at Fifth Third Securities, Inc. in South Elgin, IL and has over 13 years of experience in the finance industry. Justin Wilson 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.
Gregg Cummings (CRD# 4680862) is an Investment Advisor Representative working at Lpl Financial LLC in South Elgin, IL and has over 14 years of experience in the finance industry.
Michael McGavin (CRD# 1345099) is an Investment Advisor Representative working at Bmo Harris Financial Advisors, Inc. in South Elgin, IL and has over 14 years of experience in the finance industry.
Mark Sessa (CRD# 5585689) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in South Elgin, IL and has over 9 years of experience in the finance industry. Mark Sessa 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.
Taylor Garner (CRD# 6142914) is an Investment Advisor Representative working at Edward Jones in South Elgin, IL and has over 5 years of experience in the finance industry.
Brian Lee (CRD# 4154579) is an Investment Advisor Representative working at First American National Investment Advisors, LLC in South Elgin, IL and has over 14 years of experience in the finance industry.
Scott Lambrecht (CRD# 6272685) is an Investment Advisor Representative working at Fifth Third Securities, Inc. in South Elgin, IL and has over 4 years of experience in the finance industry.
Allen Kutchins (CRD# 4478796) is an Investment Advisor Representative working at KRD Financial in Schaumburg, IL and has over 16 years of experience in the finance industry. Allen Kutchins has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass the 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 puts clients' interests first and they must comply with the Financial Planning Practice...
Jonathan M. Rogers serves as Co-Managing Partner, Director of the Investment Committee and Chief Financial Officer at Forum. He previously worked for Dimensional Fund Advisors (DFA) in their Financial Advisor Services Group, where he had both analytical and business development responsibilities.
His personal clients depend on his advice when making major financial decisions in their lives. He is an invaluable person in his clients’ lives because he provides peace of mind by looking after their investment accounts, savings plans and long-term well-being.
As the Co-Director of Forum’s Investment...
Stephen Curry (CRD# 5207046) is an Investment Advisor Representative offered through Kestra Advisory Services, LLC and affiliated with NFP Corporate Services (IL), Inc. in Northbrook, IL and has over 9 years of experience in the finance industry.