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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
Patrick Phalen (CRD# 2816489) is an Investment Advisor Representative working at Osaic Institutions, Inc. in Springfield, IL and has over 26 years of experience in the finance industry.
Julie-anne Pickett (CRD# 5385659) is an Investment Advisor Representative working at Ipi Wealth Management, Inc. in Decatur, IL and has over 16 years of experience in the finance industry.
Bradley Punke (CRD# 4603366) is an Investment Advisor Representative working at Avantax Advisory Services in Springfield, IL and has over 24 years of experience in the finance industry.
Elamparithi Rajaguru (CRD# 6399655) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Springfield, IL and has over 9 years of experience in the finance industry.
Kevin Reed (CRD# 6190929) is an Investment Advisor Representative working at Edward Jones in Springfield, IL and has over 10 years of experience in the finance industry.
Kipton Reiss (CRD# 2889207) is an Investment Advisor Representative working at Lpl Financial LLC in Decatur, IL and has over 26 years of experience in the finance industry.
Nathan Rewerts (CRD# 2913269) is an Investment Advisor Representative working at Ipi Wealth Management, Inc. in Decatur, IL and has over 26 years of experience in the finance industry.
Karen Reynolds (CRD# 4445349) is an Investment Advisor Representative working at Ipi Wealth Management, Inc. in Decatur, IL and has over 22 years of experience in the finance industry.
Susan Richards-Dresback (CRD# 6602095) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Springfield, IL and has over 8 years of experience in the finance industry.
Travis Roach (CRD# 5654694) is an Investment Advisor Representative working at Edward Jones in Mt Zion, IL and has over 15 years of experience in the finance industry.