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Distance Only Wilmette, IL
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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
William Smith (CRD# 429272) is an Investment Advisor Representative working at W.r.t. Smith & Company in Wilmette, IL and has 1 year of experience in the finance industry.
Anthony Spangenberg (CRD# 5440521) is an Investment Advisor Representative working at Savant Wealth Management in Wilmette, IL and has over 16 years of experience in the finance industry. Anthony Spangenberg 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.
Jennifer Stapleton (CRD# 5341464) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Wilmette, IL and has over 15 years of experience in the finance industry.
Kevin Tavas (CRD# 4296953) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Wilmette, IL and has over 23 years of experience in the finance industry.
Mark Toledo (CRD# 1153789) is an Investment Advisor Representative working at Total Portfolio Management, LLC in Wilmette, IL and has over 41 years of experience in the finance industry.
William Vellon (CRD# 1954258) is an Investment Advisor Representative working at Kingsbury Capital Investment Advisors LLC in Wilmette, IL and has over 34 years of experience in the finance industry.
John Vitt (CRD# 735171) is an Investment Advisor Representative working at Esi Financial Advisors in Wilmette, IL and has over 32 years of experience in the finance industry.
Thomas Wiscomb (CRD# 1145390) is an Investment Advisor Representative working at Northpoint Advisory LLC in Wilmette, IL and has over 22 years of experience in the finance industry.
Asher Wolmark (CRD# 2064857) is an Investment Advisor Representative working at Kingsbury Capital Investment Advisors LLC in Wilmette, IL and has over 32 years of experience in the finance industry.
Monika Chrupek (CRD# 6708179) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Wilmette, IL and has 1 year of experience in the finance industry.