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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
Lois Basil (CRD# 5899498) is an Investment Advisor Representative working at Savant Wealth Management in Rockford, IL and has 1 year of experience in the finance industry. Lois Basil 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.
Daniel Basinger (CRD# 5767596) is an Investment Advisor Representative working at Victory Wealth Management, LLC in Gilberts, IL and has over 12 years of experience in the finance industry. Daniel Basinger 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.
George Bates (CRD# 14642) is an Investment Advisor Representative working at Bates Financial Advisors, Inc. in Rockford, IL and has over 35 years of experience in the finance industry.
George Bates (CRD# 1539381) is an Investment Advisor Representative working at Bates Financial Advisors, Inc. in Rockford, IL and has over 32 years of experience in the finance industry. George Bates 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.
Jefferson Batt (CRD# 2758452) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Mchenry, IL and has over 27 years of experience in the finance industry. Jefferson Batt 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.
Gary Baumgartner (CRD# 850669) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Saint Charles, IL and has over 39 years of experience in the finance industry.
Stewart Beach (CRD# 2555962) is an Investment Advisor Representative working at Hightower Advisors, LLC in Aurora, IL and has over 29 years of experience in the finance industry. Stewart Beach 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.
Tracy Beard (CRD# 4123807) is an Investment Advisor Representative working at Savant Wealth Management in Rockford, IL and has over 24 years of experience in the finance industry. Tracy Beard 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.
Richard Behan (CRD# 2306399) is an Investment Advisor Representative working at Lpl Financial LLC in South Elgin, IL and has over 31 years of experience in the finance industry.
Ann Behrens (CRD# 6014256) is an Investment Advisor Representative working at Iht Wealth Management LLC in Elgin, IL and has over 7 years of experience in the finance industry.