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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
Lucas Baschnagel (CRD# 5682477) is an Investment Advisor Representative working at Northwestern Mutual Investment Services,llc in Lake Forest, IL and has over 13 years of experience in the finance industry.
Daniel Basinger (CRD# 5767596) is an Investment Advisor Representative working at Victory Wealth Management, LLC in Gilberts, IL and has over 12 years of experience in the finance industry. Daniel Basinger 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.
Erika Bateman (CRD# 4813330) is an Investment Advisor Representative working at Inspirion Wealth Advisors, LLC in Libertyville, IL and has over 19 years of experience in the finance industry. Erika Bateman 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.
Jefferson Batt (CRD# 2758452) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Mchenry, IL and has over 27 years of experience in the finance industry. Jefferson Batt 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.
Jeff Batterson (CRD# 2747931) is an Investment Advisor Representative working at Landolt Securities, Inc. in Lake Bluff, IL and has over 28 years of experience in the finance industry. Jeff Batterson 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.
Wendy Baum (CRD# 5612957) is an Investment Advisor Representative working at Equitable Advisors, LLC in Northbrook, IL and has over 15 years of experience in the finance industry.
Todd Bauman (CRD# 2631144) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Deerfield, IL and has over 28 years of experience in the finance industry.
Kelly Bays (CRD# 5051664) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in North Barrington, IL and has over 18 years of experience in the finance industry.
Joshua Beachler (CRD# 6521283) is an Investment Advisor Representative working at Clearwater Capital Partners in Hoffman Estates, IL and has over 7 years of experience in the finance industry.
Tyler Beachler (CRD# 5929206) is an Investment Advisor Representative working at Clearwater Capital Partners in Hoffman Estates, IL and has over 11 years of experience in the finance industry.