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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
Stephen Hofmann (CRD# 6994818) is an Investment Advisor Representative working at Ridgeline Private Wealth in Rockford, IL and has 1 year of experience in the finance industry. Stephen Hofmann 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 Homan (CRD# 7001083) is an Investment Advisor Representative working at Savant Wealth Management in Rockford, IL and has over 4 years of experience in the finance industry.
Joshua Hunt (CRD# 7842159) is an Investment Advisor Representative working at Lpl Financial LLC in Rockford, IL and has 1 year of experience in the finance industry.
Stephanie Jacobs (CRD# 2458828) is an Investment Advisor Representative working at Midland Wealth Management in Rockford, IL and has 1 year of experience in the finance industry.
Ritu Jain (CRD# 7789438) is an Investment Advisor Representative working at Savant Wealth Management in Rockford, IL and has 1 year of experience in the finance industry.
Amanda Kelderman (CRD# 7804580) is an Investment Advisor Representative working at Choreo, LLC in Rockford, IL and has 1 year of experience in the finance industry.
Stephen Knutson (CRD# 7030042) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Rockford, IL and has over 5 years of experience in the finance industry.
Paulina Ksiazek (CRD# 7307012) is an Investment Advisor Representative working at Savant Wealth Management in Rockford, IL and has over 3 years of experience in the finance industry. Paulina Ksiazek 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.
Evan Kuykendall (CRD# 7606069) is an Investment Advisor Representative working at Savant Wealth Management in Rockford, IL and has 1 year of experience in the finance industry. Evan Kuykendall 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.
Mary Lynch (CRD# 5993712) is an Investment Advisor Representative working at Savant Wealth Management in Rockford, IL and has 1 year of experience in the finance industry. Mary Lynch 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.