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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.
Jacob Kuebler (CRD# 5797905) is an Investment Advisor Representative working at Bluestem Financial Advisors, LLC in Savoy, IL and has over 13 years of experience in the finance industry. Jacob Kuebler 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.
Randall Lane (CRD# 5081237) is an Investment Advisor Representative working at Ipi Wealth Management, Inc. in Savoy, IL and has over 18 years of experience in the finance industry.
Todd Lester (CRD# 2619323) is an Investment Advisor Representative working at Lester Financial Group, LLC in Champaign, IL and has over 28 years of experience in the finance industry.
Vanessa Levan (CRD# 4610360) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Urbana, IL and has over 21 years of experience in the finance industry.
George Levi (CRD# 4218427) is an Investment Advisor Representative working at Edward Jones in Sullivan, IL and has over 23 years of experience in the finance industry.
Nathan Lewis (CRD# 5005338) is an Investment Advisor Representative working at Belpointe Asset Management LLC in Champaign, IL and has over 11 years of experience in the finance industry.
Paul Lewis (CRD# 1052535) is an Investment Advisor Representative working at Belpointe Asset Management LLC in Champaign, IL and has over 32 years of experience in the finance industry. Paul Lewis 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.
Xinhong Liu (CRD# 6686467) is an Investment Advisor Representative working at Financial Planning, Asset Management in Champaign, IL and has over 7 years of experience in the finance industry. Xinhong Liu 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.
Scott Loos (CRD# 1111038) is an Investment Advisor Representative working at Prudential Financial Planning Services in Champaign, IL and has over 32 years of experience in the finance industry.