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Distance Only Rockford, IL
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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
David Gruber (CRD# 6582967) is an Investment Advisor Representative working at Savant Wealth Management in Rockford, IL and has over 7 years of experience in the finance industry.
Jeffrey Gump (CRD# 3217954) is an Investment Advisor Representative working at Choreo, LLC in Rockford, IL and has over 24 years of experience in the finance industry.
William Gunlicks (CRD# 4767227) is an Investment Advisor Representative working at Savant Wealth Management in Rockford, IL and has over 17 years of experience in the finance industry. William Gunlicks 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.
Philip Guske (CRD# 1137474) is an Investment Advisor Representative working at Pathfinder Advisory, Inc. in Rockford, IL and has over 38 years of experience in the finance industry.
Philip Guske (CRD# 4427682) is an Investment Advisor Representative working at Pathfinder Advisory, Inc. in Rockford, IL and has over 15 years of experience in the finance industry. Philip Guske 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.
Rachel Hall (CRD# 6306680) is an Investment Advisor Representative working at United Capital Financial Advisors in Rockford, IL and has over 7 years of experience in the finance industry.
Theresa Harezlak (CRD# 5433479) is an Investment Advisor Representative working at Savant Wealth Management in Rockford, IL and has 1 year of experience in the finance industry. Theresa Harezlak 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.
Charles Harker (CRD# 4961745) is an Investment Advisor Representative working at Choreo, LLC in Rockford, IL and has over 18 years of experience in the finance industry. Charles Harker 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.
Amy Harris (CRD# 6244617) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Rockford, IL and has over 10 years of experience in the finance industry.
Tara Harris (CRD# 5903341) is an Investment Advisor Representative working at Edward Jones in Rockford, IL and has over 12 years of experience in the finance industry.