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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
Matthew Roedl (CRD# 5821964) is an Investment Advisor Representative working at Prudential Financial Planning Services in Effingham, IL and has over 13 years of experience in the finance industry.
Kent Schmidt (CRD# 2153325) is an Investment Advisor Representative working at Smith Moore & Company in Effingham, IL and has over 28 years of experience in the finance industry. Kent Schmidt 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.
Douglas Schultz (CRD# 2704102) is an Investment Advisor Representative working at Smith Moore & Company in Effingham, IL and has over 28 years of experience in the finance industry.
Renee Servis (CRD# 4488899) is an Investment Advisor Representative working at Lpl Financial LLC in Toledo, IL and has over 22 years of experience in the finance industry.
Cesar Sison (CRD# 4195448) is an Investment Advisor Representative working at Wintrust Investments in Altamont, IL and has over 23 years of experience in the finance industry.
John Stewart (CRD# 716694) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Mattoon, IL and has over 32 years of experience in the finance industry.
Shane Todd (CRD# 6789291) is an Investment Advisor Representative working at Edward Jones in Greenup, IL and has over 6 years of experience in the finance industry.
Jill Worman (CRD# 6564950) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Mattoon, IL and has over 8 years of experience in the finance industry.
Jerry Yockey (CRD# 2275235) is an Investment Advisor Representative working at Ipi Wealth Management, Inc. in Shelbyville, IL and has over 31 years of experience in the finance industry.
Devin Aherin (CRD# 7396688) is an Investment Advisor Representative working at Lpl Financial LLC in Dieterich, IL and has over 3 years of experience in the finance industry.