-
Distance Metro area (25 miles)
-
COMPENSATION Either
-
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
Mark Osnowitz (CRD# 6629953) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Bloomington, IL and has over 7 years of experience in the finance industry.
A. Bruce Otto (CRD# 2124765) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Minier, IL and has over 33 years of experience in the finance industry.
Jed Otto (CRD# 6134739) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Minier, IL and has over 8 years of experience in the finance industry.
Andrea Payne (CRD# 5276171) is an Investment Advisor Representative working at Edward Jones in Metamora, IL and has over 10 years of experience in the finance industry.
Roger Phillis (CRD# 7014259) is an Investment Advisor Representative working at Lpl Financial LLC in Bloomington, IL and has over 5 years of experience in the finance industry.
Hope Pollmann (CRD# 6435005) is an Investment Advisor Representative working at Edward Jones in Eureka, IL and has over 9 years of experience in the finance industry.
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.
Glenn Raufer (CRD# 1082808) is an Investment Advisor Representative working at Edward Jones in Bloomington, IL and has over 41 years of experience in the finance industry.
Cheryl Rolofson (CRD# 4503894) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Bloomington, IL and has 1 year of experience in the finance industry.
Christopher Ruedi (CRD# 6113807) is an Investment Advisor Representative working at Savant Wealth Management in Bloomington, IL and has over 11 years of experience in the finance industry. Christopher Ruedi 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.