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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
Daniel Sappenfield (CRD# 2116382) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Villa Grove, IL and has over 27 years of experience in the finance industry. Daniel Sappenfield 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.
Drew Sappenfield (CRD# 6139626) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Villa Grove, IL and has 1 year of experience in the finance industry.
Peter Newman, CFA (CRD# 6287796) founded Peak Wealth Planning, LLC in Champaign, IL to provide private clients with solutions to protect and grow their wealth. As an advisor with Peak Wealth, Peter has 2 1/2 years working with clients on achieiving specific financial goals.
Client goals include planning for retirement, transitioning to retirement, minimizing taxes, or investing operating cash from a profitable business. Peter has advised clients who have sold real estate as well as closely held stock in employee owned businesses.
Peter typically works with clients who have $2 million or...
Curt Anderson (CRD# 1710464) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Urbana, IL and has over 27 years of experience in the finance industry. Curt Anderson 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.
Daly Andersson (CRD# 5761631) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Urbana, IL and has over 7 years of experience in the finance industry.
Eric Boland (CRD# 4324026) is an Investment Advisor Representative working at Commonwealth Financial Network in Champaign, IL and has over 16 years of experience in the finance industry. Eric Boland 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.
Raymon Brown (CRD# 2403010) is an Investment Advisor Representative working at Sterling Wealth Management, Inc. in Champaign, IL and has over 24 years of experience in the finance industry. Raymon Brown 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.
Gregory Cozad (CRD# 1046058) is an Investment Advisor Representative working at Cozad Asset Management Inc. in Champaign, IL and has over 35 years of experience in the finance industry. Gregory Cozad 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.
Jack Earley (CRD# 1107435) is an Investment Advisor Representative working at Cozad Asset Management Inc. in Champaign, IL and has over 34 years of experience in the finance industry. Jack Earley 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.
R Erhard (CRD# 1562117) is an Investment Advisor Representative working at Northwestern Mutual Investment Services,llc in Champaign, IL and has over 26 years of experience in the finance industry.