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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
Ryan Kleiss (CRD# 4138316) is an Investment Advisor Representative working at Edward Jones in Arthur, IL and has over 8 years of experience in the finance industry.
David Koshinski (CRD# 1765543) is an Investment Advisor Representative working at Ipi Wealth Management, Inc. in Decatur, IL and has over 32 years of experience in the finance industry.
Kevin Koslofski (CRD# 3033810) is an Investment Advisor Representative working at Berthel Fisher & Company Financial Services, Inc. in Forsyth, IL and has over 26 years of experience in the finance industry.
William Krueger (CRD# 2182747) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Decatur, IL and has over 32 years of experience in the finance industry.
Jennifer Larson (CRD# 5503766) 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. Jennifer Larson 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.
Robert Lipic (CRD# 4427775) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Decatur, IL and has over 22 years of experience in the finance industry.
Joshua Lipson (CRD# 5703979) is an Investment Advisor Representative working at Ipi Wealth Management, Inc. in Decatur, IL and has over 14 years of experience in the finance industry.
James Livasy (CRD# 1185234) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Decatur, IL and has over 40 years of experience in the finance industry.
Michael Mandrell (CRD# 3015887) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Decatur, IL and has over 23 years of experience in the finance industry.
J Bret Mason (CRD# 1865923) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Decatur, IL and has over 35 years of experience in the finance industry.