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Distance Only Evanston, 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
John Swee (CRD# 5440961) is an Investment Advisor Representative working at Gryphon Advisors, LLC in Evanston, IL and has over 15 years of experience in the finance industry. John Swee 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.
Thomas Swigert (CRD# 1686025) is an Investment Advisor Representative working at Avantax Advisory Services in Evanston, IL and has over 36 years of experience in the finance industry.
Nancy Tani (CRD# 1327010) is an Investment Advisor Representative working at Retire Secure Financial Planning, LLC in Evanston, IL and has 1 year of experience in the finance industry. Nancy Tani 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.
Brett Thomas (CRD# 4688463) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Evanston, IL and has over 20 years of experience in the finance industry.
Michael Topper (CRD# 5591238) is an Investment Advisor Representative working at Lpl Financial LLC in Evanston, IL and has over 14 years of experience in the finance industry.
Steven Urban (CRD# 2349888) is an Investment Advisor Representative working at Urban Financial Advisory Corporation in Evanston, IL and has over 31 years of experience in the finance industry. Steven Urban 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.
Bradley Verber (CRD# 4178016) is an Investment Advisor Representative working at Edward Jones in Evanston, IL and has over 23 years of experience in the finance industry.
Lawrence Vick (CRD# 2908257) is an Investment Advisor Representative working at Lpl Financial LLC in Evanston, IL and has over 25 years of experience in the finance industry. Lawrence Vick 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.
Stephen Wendling (CRD# 5741018) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Evanston, IL and has over 14 years of experience in the finance industry.
Michael Willman (CRD# 5430365) is an Investment Advisor Representative working at Blue Sky Investment Partners, Inc. in Evanston, IL and has over 16 years of experience in the finance industry.