Distance Metro area (25 miles)
- 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
Bruce Melling (CRD# 2102262) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Twin Lakes, WI and has over 25 years of experience in the finance industry. Bruce Melling 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.
Jonathan Neuman (CRD# 4452118) is an Investment Advisor Representative working at Wells Fargo Advisors, LLC in Deerfield, IL and has over 14 years of experience in the finance industry.
Jonathan was a Vice-President at Morgan Stanley prior to joining Wells Fargo Advisors. He holds an MBA from DePaul University and an undergraduate degree in business from The University of Illinois at Chicago where he was inducted into the National Honor Society of Business Students. He is a Certified Financial Planner ("CFP") and a Chartered Financial Consultant ("ChFC"). To learn more about Jonathan and...
I work with successful individuals and families to help them achieve their financial goals through the use of strategic comprehensive wealth management utilizing advanced financial planning, investment management, and professional adviser relationship management. My areas of expertise include retirement, investment, estate, insurance, and college planning. I develop a deep understanding of my clients' goals, values, and relationships in order to design and implement a wealth management strategy that is specifically tailored to each client's needs. I work on a Fee-Only basis, which means that I...
Alan Friedlander is a Syndicated Financial Planning Columnist. He also advises clients in Private Wealth Management. ASF Financial Services helps clients make intelligent, long-range plans to coordinate all of their assets. Advice is based on the M.I.N.D. Risk Management System, a unique and time-tested method of wealth management that emphasizes risk reduction. Now there is a way to measure ALL of the risk in your portfolio. Your portfolio M.I.N.D. score is similar to your FICO credit score the higher the score the lower the risk.
Mr. Friedlander (CRD# 1890289) is an Investment Advisor Representative working at D.h. Hill Advisors, Inc. in Gurnee, IL and has over 23 years of experience in the finance industry.
Robert Wickenkamp AIF®, RICP® (CRD# 2756495) founded RJW Investment Consultants in order to help clients pursue financial freedom. He offers over 20 years of financial services experience and currently holds FINRA Series 7, 63, and 66 licenses along with the Accredited Investment Fiduciary® (AIF®) and Retirement Income Certified Professional (RICP®) designations.
RJW is an independent financial services firm focused on preserving and protecting what matters most to you. Through our relationship with Cambridge, one of the most respected independent broker dealers in the industry, we have the...