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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
Douglas Morton (CRD# 4586522) is an Investment Advisor Representative working at Savant Wealth Management in Lincolnshire, IL and has over 21 years of experience in the finance industry. Douglas Morton 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.
Jeffery Mowery (CRD# 4494731) is an Investment Advisor Representative working at Mowery & Schoenfeld Wealth Management, LLC in Lincolnshire, IL and has over 24 years of experience in the finance industry. Jeffery Mowery 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 Olson (CRD# 5610074) is an Investment Advisor Representative working at Lpl Financial LLC in Lincolnshire, IL and has over 15 years of experience in the finance industry. Brian Olson 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.
Jonathan Rick (CRD# 4134901) is an Investment Advisor Representative working at B.b. Graham & Company, Inc. in Lincolnshire, IL and has over 24 years of experience in the finance industry.
Larry Rivkin (CRD# 6580891) is an Investment Advisor Representative working at Rw Financial Planning, LLC in Lincolnshire, IL and has 1 year of experience in the finance industry. Larry Rivkin 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.
Keith Schoenfeld (CRD# 4494732) is an Investment Advisor Representative working at Mowery & Schoenfeld Wealth Management, LLC in Lincolnshire, IL and has over 24 years of experience in the finance industry.
Trevor Thomas (CRD# 5593504) is an Investment Advisor Representative working at Alight Financial Advisors, LLC in Lincolnshire, IL and has over 15 years of experience in the finance industry.
Robert Vincic (CRD# 6581064) is an Investment Advisor Representative working at Alight Financial Advisors, LLC in Lincolnshire, IL and has over 8 years of experience in the finance industry.
Shreekkanth Viswanathan (CRD# 3111350) is an Investment Advisor Representative working at Svn Capital, LLC in Lincolnshire, IL and has over 19 years of experience in the finance industry.
Tamra Wener (CRD# 2286725) is an Investment Advisor Representative working at Rw Financial Planning, LLC in Lincolnshire, IL and has over 19 years of experience in the finance industry. Tamra Wener 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.