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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
Joseph Ambrosia (CRD# 2646777) is an Investment Advisor Representative working at Avantax Advisory Services in Elizabeth, IL and has over 28 years of experience in the finance industry.
John Anderson (CRD# 5103781) is an Investment Advisor Representative working at Investments By Design, Inc. in Galena, IL and has over 17 years of experience in the finance industry.
Rodney Andrae (CRD# 1954734) is an Investment Advisor Representative working at Andrae Financial Services LLC in Darlington, WI and has over 9 years of experience in the finance industry.
Nicole Austin (CRD# 6593585) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Monroe, WI and has over 8 years of experience in the finance industry.
Trina Bankord Andersen (CRD# 6601416) is an Investment Advisor Representative working at Edward Jones in Freeport, IL and has over 7 years of experience in the finance industry.
Lucas Beggin (CRD# 6276634) is an Investment Advisor Representative working at Regal Investment Advisors LLC in Freeport, IL and has over 10 years of experience in the finance industry. Lucas Beggin 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.
Alan Bird (CRD# 1236787) is an Investment Advisor Representative working at Mcdevitt & Bird Investment Management Co in Elizabeth, IL and has over 37 years of experience in the finance industry.
Wendy Blair (CRD# 5311585) is an Investment Advisor Representative working at Savant Wealth Management in Freeport, IL and has over 16 years of experience in the finance industry. Wendy Blair 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.
Adam Breedlove (CRD# 6253128) is an Investment Advisor Representative working at Edward Jones in Freeport, IL and has over 10 years of experience in the finance industry.
Mark Bretzmann (CRD# 4433508) is an Investment Advisor Representative working at Edward Jones in Freeport, IL and has over 22 years of experience in the finance industry.