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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 Bean (CRD# 4594454) is an Investment Advisor Representative working at Wisdom Financial Services, LLC in Geneseo, IL and has over 21 years of experience in the finance industry.
Daniel Butler (CRD# 4006061) is an Investment Advisor Representative working at Edward Jones in Galesburg, IL and has over 24 years of experience in the finance industry.
Richard Charlet (CRD# 1593010) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Geneseo, IL and has over 37 years of experience in the finance industry. Richard Charlet 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.
James Christopher (CRD# 6895114) is an Investment Advisor Representative working at Avantax Advisory Services in Galesburg, IL and has over 5 years of experience in the finance industry.
John Crock (CRD# 2313341) is an Investment Advisor Representative working at Benjamin F. Edwards & Company, Incorporated in Galesburg, IL and has over 31 years of experience in the finance industry.
David Crose (CRD# 2209158) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Galesburg, IL and has over 31 years of experience in the finance industry. David Crose 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.
Douglas Curran (CRD# 4361565) is an Investment Advisor Representative working at Edward Jones in Geneseo, IL and has over 23 years of experience in the finance industry.
Jennifer Dewolfe (CRD# 6138312) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Oneida, IL and has over 11 years of experience in the finance industry.
Jeremy Downin (CRD# 5800750) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Galesburg, IL and has over 6 years of experience in the finance industry. Jeremy Downin 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 Dunker (CRD# 3060564) is an Investment Advisor Representative working at Lpl Financial LLC in Galesburg, IL and has over 25 years of experience in the finance industry.