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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
Gregory Massino (CRD# 1634462) is an Investment Advisor Representative working at Principal Securities, Inc. in Rockford, IL and has over 32 years of experience in the finance industry. Gregory Massino 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.
Holly Mathiesen (CRD# 4651131) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Rockford, IL and has over 20 years of experience in the finance industry.
Kenneth Mathiesen (CRD# 6413101) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Rockford, IL and has over 8 years of experience in the finance industry.
David McCormick-Goodhart (CRD# 6288585) is an Investment Advisor Representative working at Savant Wealth Management in Rockford, IL and has over 10 years of experience in the finance industry. David McCormick-Goodhart 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.
Kevin McFadden (CRD# 6097175) is an Investment Advisor Representative working at Savant Wealth Management in Rockford, IL and has over 11 years of experience in the finance industry. Kevin McFadden 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.
Jeffrey Meyer (CRD# 4523272) is an Investment Advisor Representative working at Lpl Financial LLC in Rockford, IL and has over 21 years of experience in the finance industry.
James Michelsen (CRD# 2285713) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Rockford, IL and has over 31 years of experience in the finance industry. James Michelsen 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 Millican (CRD# 5035703) is an Investment Advisor Representative working at Savant Wealth Management in Rockford, IL and has 1 year of experience in the finance industry. Jonathan Millican 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.
Ryan Monette (CRD# 5998202) is an Investment Advisor Representative working at Savant Wealth Management in Rockford, IL and has 1 year of experience in the finance industry. Ryan Monette 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.
Matthew Montalbano (CRD# 2936226) is an Investment Advisor Representative working at Rbc Capital Markets, LLC in Rockford, IL and has over 26 years of experience in the finance industry. Matthew Montalbano 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.