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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
Donald Puyear (CRD# 1094582) is an Investment Advisor Representative working at Cozad Asset Management Inc. in Hudson, IL and has over 25 years of experience in the finance industry.
Dena Abdelaziz (CRD# 7074382) is an Investment Advisor Representative working at Three Sixty Wealth Management, LLC in Bloomington, IL and has over 5 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.
John Antrobus (CRD# 2736425) is an Investment Advisor Representative working at Milestone Advisory Group, LLC in Washington, IL and has over 27 years of experience in the finance industry.
Nancy Armstrong (CRD# 1743751) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Normal, IL and has over 36 years of experience in the finance industry.
Jeffrey Augspurger (CRD# 1882111) is an Investment Advisor Representative working at Nepsis, Inc. in Bloomington, IL and has over 33 years of experience in the finance industry.
Dale Banwart (CRD# 2976084) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Morton, IL and has over 26 years of experience in the finance industry.
Daniel Basham (CRD# 6768675) is an Investment Advisor Representative working at Edward Jones in Mackinaw, IL and has over 6 years of experience in the finance industry.