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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
John Anderson (CRD# 5103781) is an Investment Advisor Representative working at Investments By Design, Inc. in Galena, IL and has over 18 years of experience in the finance industry.
Christopher Curran (CRD# 2206471) is an Investment Advisor Representative working at Edward Jones in Galena, IL and has over 31 years of experience in the finance industry.
Gavin Doyle (CRD# 4909634) is an Investment Advisor Representative working at Lpl Financial LLC in Galena, IL and has over 18 years of experience in the finance industry.
David Swisher (CRD# 2266323) is an Investment Advisor Representative working at Benchmark Capital Group Ltd. in Galena, IL and has over 31 years of experience in the finance industry. David Swisher 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.
Marsha Abbott (CRD# 4802967) is an Investment Advisor Representative working at Edward Jones in Dubuque, IA and has over 19 years of experience in the finance industry.
Colin Allison (CRD# 4638956) is an Investment Advisor Representative working at Empower Advisory Group, LLC in Dubuque, IA and has over 20 years of experience in the finance industry.
Joseph Ambrosia (CRD# 2646777) is an Investment Advisor Representative working at Avantax Advisory Services in Elizabeth, IL and has over 28 years of experience in the finance industry.
Rodney Andrae (CRD# 1954734) is an Investment Advisor Representative working at Andrae Financial Services LLC in Darlington, WI and has over 9 years of experience in the finance industry.
Timothy Augustine (CRD# 2373135) is an Investment Advisor Representative working at Avantax Planning Partners, Inc. in Dubuque, IA and has over 30 years of experience in the finance industry. Timothy Augustine 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.
Brian Aunan (CRD# 4460039) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Maquoketa, IA and has over 22 years of experience in the finance industry.