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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
Eric Bartlett (CRD# 5098332) is an Investment Advisor Representative working at Highpoint Planning Partners in Volo, IL and has over 16 years of experience in the finance industry.
Sam Bartolai (CRD# 1138782) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Barrington, IL and has over 37 years of experience in the finance industry.
Steven Bartz (CRD# 3007487) is an Investment Advisor Representative working at Graybill Wealth Management, Ltd. in Elmhurst, IL and has over 26 years of experience in the finance industry.
Bahman Barzideh (CRD# 4479188) is an Investment Advisor Representative working at Apollon Wealth Management, LLC in Barrington, IL and has over 21 years of experience in the finance industry.
Lucas Baschnagel (CRD# 5682477) is an Investment Advisor Representative working at Northwestern Mutual Investment Services,llc in Lake Forest, IL and has over 13 years of experience in the finance industry.
Lois Basil (CRD# 5899498) is an Investment Advisor Representative working at Savant Wealth Management in Chicago, 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.
Erika Bateman (CRD# 4813330) is an Investment Advisor Representative working at Inspirion Wealth Advisors, LLC in Libertyville, IL and has over 19 years of experience in the finance industry. Erika Bateman 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.
Jeff Batterson (CRD# 2747931) is an Investment Advisor Representative working at Landolt Securities, Inc. in Lake Bluff, IL and has over 27 years of experience in the finance industry. Jeff Batterson 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.