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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
Jonathan Alton (CRD# 7488812) is an Investment Advisor Representative working at Savant Wealth Management in Rockford, IL and has 1 year of experience in the finance industry. Jonathan Alton 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.
Stephen Ambrose (CRD# 7492504) is an Investment Advisor Representative working at Savant Wealth Management in Rockford, IL and has over 2 years of experience in the finance industry.
Tanya Arreguin (CRD# 7284642) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Rockford, IL and has over 3 years of experience in the finance industry.
Cory Barel (CRD# 7374076) is an Investment Advisor Representative working at Savant Wealth Management in Rockford, IL and has over 3 years of experience in the finance industry. Cory Barel 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.
Zachary Bargman (CRD# 7635939) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Rockford, IL and has 1 year of experience in the finance industry.
Peter Basile (CRD# 6610742) is an Investment Advisor Representative working at Savant Wealth Management in Rockford, IL and has over 2 years of experience in the finance industry.
Brennan Blecker (CRD# 7628513) is an Investment Advisor Representative working at Savant Wealth Management in Rockford, IL and has 1 year of experience in the finance industry. Brennan Blecker 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.
Emily Burke (CRD# 7426170) is an Investment Advisor Representative working at Savant Wealth Management in Rockford, IL and has 1 year of experience in the finance industry.
Daniel Camberos (CRD# 7745703) is an Investment Advisor Representative working at Savant Wealth Management in Rockford, IL and has 1 year of experience in the finance industry.
Casey Christianson (CRD# 6989361) is an Investment Advisor Representative working at Savant Wealth Management in Rockford, IL and has over 5 years of experience in the finance industry. Casey Christianson 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.