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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
Stephen Gibbs (CRD# 1258154) is an Investment Advisor Representative working at Lpl Financial LLC in Edwards, IL and has over 32 years of experience in the finance industry.
Brendan Kaar (CRD# 6660545) is an Investment Advisor Representative working at Total Clarity Wealth Management, Inc. in Edwards, IL and has 1 year of experience in the finance industry.
Nhan Tran (CRD# 6844042) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Edwards, IL and has 1 year 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.
Jeffrey Alexander (CRD# 2776) is an Investment Advisor Representative working at Ic Advisory Services, Inc. in Washington, IL and has over 35 years of experience in the finance industry.
James Anderson (CRD# 6469376) is an Investment Advisor Representative working at Creekmur Asset Management, LLC in Morton, IL and has over 8 years of experience in the finance industry. James Anderson 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.
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.