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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
Charles Boe (CRD# 702865) is an Investment Advisor Representative working at Wells Fargo Advisors in Woodstock, IL and has over 43 years of experience in the finance industry. Charles Boe 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.
Eric Bowden (CRD# 6668807) is an Investment Advisor Representative working at Lpl Financial LLC in Lake Villa, IL and has over 7 years of experience in the finance industry.
Jonathon Bowker (CRD# 4802053) is an Investment Advisor Representative working at Robert W. Baird & Company Incorporated in Rockford, IL and has over 19 years of experience in the finance industry.
Brian Boyer (CRD# 3012043) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Rockford, IL and has over 23 years of experience in the finance industry.
Clay Brandt (CRD# 2104171) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Burlington, WI and has over 33 years of experience in the finance industry. Clay Brandt 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.
Genise Brandt (CRD# 2936274) is an Investment Advisor Representative working at Robert W. Baird & Company Incorporated in Janesville, WI and has over 23 years of experience in the finance industry.
Nathaniel Brandt (CRD# 6539015) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Burlington, WI and has over 7 years of experience in the finance industry.
Richard Braun (CRD# 2032152) is an Investment Advisor Representative working at Robert W. Baird & Company Incorporated in Janesville, WI and has over 31 years of experience in the finance industry. Richard Braun 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.
Steven Briggs (CRD# 6567788) is an Investment Advisor Representative working at Briggs Financial Inc. in Round Lake Beach, IL and has over 8 years of experience in the finance industry.
Timothy Brockmann (CRD# 2070268) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Fort Atkinson, WI and has over 33 years of experience in the finance industry.