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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
Craig Woolman (CRD# 862898) is an Investment Advisor Representative working at Stonebasin Capital Management, Inc. in Berwick, IL and has over 44 years of experience in the finance industry.
Terry Anderson (CRD# 5581) is an Investment Advisor Representative working at Equitable Advisors, LLC in Cuba, IL and has over 35 years of experience in the finance industry.
Lance Aten (CRD# 2414650) is an Investment Advisor Representative working at Lpl Financial LLC in Galesburg, IL and has over 21 years of experience in the finance industry. Lance Aten 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.
Jerry Brookhart (CRD# 5135008) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Macomb, IL and has over 17 years of experience in the finance industry.
Daniel Butler (CRD# 4006061) is an Investment Advisor Representative working at Edward Jones in Galesburg, IL and has over 24 years of experience in the finance industry.
James Christopher (CRD# 6895114) is an Investment Advisor Representative working at Avantax Advisory Services in Galesburg, IL and has over 5 years of experience in the finance industry.
Cory Clem (CRD# 5760743) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Macomb, IL and has over 14 years of experience in the finance industry.
John Crock (CRD# 2313341) is an Investment Advisor Representative working at Benjamin F. Edwards & Company, Incorporated in Galesburg, IL and has over 31 years of experience in the finance industry.
David Crose (CRD# 2209158) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Galesburg, IL and has over 31 years of experience in the finance industry. David Crose 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 Dewolfe (CRD# 6138312) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Oneida, IL and has over 11 years of experience in the finance industry.