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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
Grant Moore (CRD# 5476591) is an Investment Advisor Representative working at Savant Wealth Management in Rockford, IL and has over 16 years of experience in the finance industry. Grant Moore 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.
Ronald Mortellaro (CRD# 1897734) is an Investment Advisor Representative working at Kestra Advisory Services, LLC in Rockford, IL and has over 35 years of experience in the finance industry.
Douglas Morton (CRD# 4586522) is an Investment Advisor Representative working at Savant Wealth Management in Rockford, 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.
Bryan Moscinski (CRD# 5653893) is an Investment Advisor Representative working at Choreo, LLC in Rockford, IL and has over 15 years of experience in the finance industry. Bryan Moscinski 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.
Elizabeth Muldowney (CRD# 4600987) is an Investment Advisor Representative working at Savant Wealth Management in Rockford, IL and has over 19 years of experience in the finance industry. Elizabeth Muldowney 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 Mulford (CRD# 1315139) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Rockford, IL and has over 39 years of experience in the finance industry.
Adam Munger (CRD# 5486821) is an Investment Advisor Representative working at Savant Wealth Management in Rockford, IL and has over 16 years of experience in the finance industry. Adam Munger 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.
Birju Munshi (CRD# 5660028) is an Investment Advisor Representative working at Choreo, LLC in Rockford, IL and has over 11 years of experience in the finance industry.
Sarah Nolte (CRD# 6062407) is an Investment Advisor Representative working at Savant Wealth Management in Rockford, IL and has over 9 years of experience in the finance industry. Sarah Nolte 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.
John O'connor (CRD# 4949139) is an Investment Advisor Representative working at Lpl Financial LLC in Rockford, IL and has over 19 years of experience in the finance industry. John O'connor 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.