Distance Metro area (25 miles)
- 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
Randy Kurtz (CRD# 4579297) is an Investment Advisor Representative working at Betavisor, LLC in Chicago, IL and has over 15 years of experience in the finance industry.
Betavisor was founded with one simple aim; to reduce risk without harming expected returns. Our clients are focused on "locking in" their retirement pace through diversification and tax management.
A nationally recognized expert on risk who's obsessed with statistics, Randy challenges conventional wisdom around risk, return, diversification, asset allocation and financial planning. He developed the DataDriven Process™ to...
Douglas Nardi is a registered investment advisor experienced in serving complex client relationships. Doug has over 28 years of experience working with sophisticated clients on unique wealth issues.
In addition to his client responsibilities, Doug chairs the firm’s Asset Allocation Committee, works on investment strategy and directs the firms external debt strategies. Prior to becoming the leader of the Investment Advisory practice, Doug served as Chief Investment Officer at HPM Partners.
Timothy Obendorf (CRD# 3154295) founded Steward Advisors in 2011 and has 28 years of experience in the finance industry. Tim started his career as a commercial and investment banker where he worked with businesses to solve complex financial problems. Often these solutions involved coordinating financial, accounting, legal and business strategy expertise. Tim then used those skills to help The ServiceMaster Company with strategic financial planning and capital markets transactions. As a member of ServiceMaster’s 401k oversight committee, Tim became passionate about helping individuals and families...
Neha Prabhu is an Research Analyst, Financial Planner, and Principal at Studio Investment Management in Chicago, IL and has nearly 10 years of experience in the investment management industry. Neha Prabhu has taken additional exams to become a Certified Financial Planner (CFP®), and Chartered Financial Analyst (CFA).
CFP(R) 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...
John Wimbiscus (CRD# 2771598) is an Investment Advisor Representative working at Trinity Financial Advisors LLC in Chicago, IL and has over 30 years of experience in the finance industry. John Wimbiscus 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 putclients' interests first and comply with the Financial Planning Practice...
Kyle Bruner (CRD# 6069647) is an Investment Advisor Representative and partner of Baird's Private Asset Management group in Chicago, IL and has over 5 years of experience in the finance industry.
Utilizing the family office principles and strategies that have guided the wealthiest familiesthroughout history, PRIVATE ASSET MANAGEMENT offers advanced planning andcomprehensive wealth management to the nation’s most successful business owners, theirfamilies and private foundations.