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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
Ronald Pozen (CRD# 2218777) is an Investment Advisor Representative working at Fifth Third Securities, Inc. in Sterling, IL and has over 31 years of experience in the finance industry.
Paul Rapps (CRD# 2547742) is an Investment Advisor Representative working at Edward Jones in Geneseo, IL and has over 24 years of experience in the finance industry.
Amy Simmons (CRD# 4352673) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Dixon, IL and has over 23 years of experience in the finance industry.
Steven Strum (CRD# 6395312) is an Investment Advisor Representative working at Lpl Financial LLC in Dixon, IL and has over 8 years of experience in the finance industry.
Gregory Timmerman (CRD# 2937867) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Geneseo, IL and has over 26 years of experience in the finance industry.
Tricia Vandersnick (CRD# 2769080) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Geneseo, IL and has over 27 years of experience in the finance industry.
Chad Weigle (CRD# 5327684) is an Investment Advisor Representative working at Edward Jones in Dixon, IL and has over 17 years of experience in the finance industry.
Joseph Wells (CRD# 1271339) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Morrison, IL and has over 38 years of experience in the finance industry. Joseph Wells 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.
Nathan Wells (CRD# 5553359) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Morrison, IL and has over 14 years of experience in the finance industry. Nathan Wells 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.
Michael Wiegand (CRD# 5574198) is an Investment Advisor Representative working at Wisdom Financial Services, LLC in Geneseo, IL and has over 18 years of experience in the finance industry.