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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
Mark Votruba (CRD# 2393284) is an Investment Advisor Representative working at Midland Wealth Management in Rockford, IL and has over 30 years of experience in the finance industry.
Julie Weaver (CRD# 4764602) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Rockford, IL and has over 15 years of experience in the finance industry.
William Wetzler (CRD# 7438116) is an Investment Advisor Representative working at Savant Wealth Management in Rockford, IL and has 1 year of experience in the finance industry. William Wetzler 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.
Scott Williams (CRD# 7003662) is an Investment Advisor Representative working at Savant Wealth Management in Rockford, IL and has over 5 years of experience in the finance industry.
Wendy York (CRD# 4719450) is an Investment Advisor Representative working at Wells Fargo Advisors in Rockford, IL and has over 19 years of experience in the finance industry. Wendy York 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.
Christopher Zabel (CRD# 7831794) is an Investment Advisor Representative working at Midland Wealth Management in Rockford, IL and has 1 year of experience in the finance industry.
Jennifer Zalapi (CRD# 5907828) is an Investment Advisor Representative working at Harbour Investments, Inc. in Rockford, IL and has over 3 years of experience in the finance industry.
Daniel Zeigler (CRD# 7796068) is an Investment Advisor Representative working at Midland Wealth Management in Rockford, IL and has 1 year of experience in the finance industry. Daniel Zeigler 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 Zion (CRD# 7176790) is an Investment Advisor Representative working at Savant Wealth Management in Rockford, IL and has over 4 years of experience in the finance industry. Matthew Zion 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 Alber (CRD# 2088227) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Davis, IL and has over 33 years of experience in the finance industry.