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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
Gregory Harman (CRD# 3204152) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Germantown Hills, IL and has over 23 years of experience in the finance industry.
Christopher Jackson (CRD# 5514024) is an Investment Advisor Representative working at Lpl Financial LLC in Germantown Hills, IL and has over 15 years of experience in the finance industry.
David Krake (CRD# 2231628) is an Investment Advisor Representative working at Oneamerica Securities, Inc. in Germantown Hills, IL and has over 31 years of experience in the finance industry.
Gregory Lippert (CRD# 6582836) is an Investment Advisor Representative working at Mml Investors Services, LLC in Germantown Hills, IL and has over 7 years of experience in the finance industry. Gregory Lippert 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.
Brandon Shaw (CRD# 5971178) is an Investment Advisor Representative working at Mml Investors Services, LLC in Germantown Hills, IL and has over 12 years of experience in the finance industry. Brandon Shaw 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.
Vincent Silvio (CRD# 6837273) is an Investment Advisor Representative working at Mml Investors Services, LLC in Germantown Hills, IL and has over 6 years of experience in the finance industry.
Rockie Zeigler III (CRD# 4746685) is a Certified Financial Planner (CFP®) in North Peoria IL, with over 13 years of experience. Rockie has been featured in publications such as CNBC, The Huffington Post, The Peoria Journal Star, and WMBD TV. Rockie is also the author of the new book "Mutual Funds Are So 1999." The book is a detailed look at the complex world of mutual funds and exchange traded funds (ETFs) written in a laid back, humurous style.
We can help you answer questions such as:
- When should I take Social Security?
- Should I do a Traditional IRA, or a Roth IRA?
- How much do I need...
Gregory Abbott (CRD# 1047258) is an Investment Advisor Representative working at Robert W. Baird & Company Incorporated in Peoria, IL and has over 41 years of experience in the finance industry.
Brian Abraham (CRD# 3039582) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Peoria, IL and has over 20 years of experience in the finance industry.
Lisa Affolter (CRD# 4080772) is an Investment Advisor Representative working at Lpl Financial LLC in Washington, IL and has over 23 years of experience in the finance industry.