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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
Philip Corcoran (CRD# 2339161) is an Investment Advisor Representative working at Savant Wealth Management in Rockford, IL and has over 30 years of experience in the finance industry. Philip Corcoran 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.
Karre Cromwell (CRD# 6852302) is an Investment Advisor Representative working at Edward Jones in Rockford, IL and has over 4 years of experience in the finance industry.
Jason Crouch (CRD# 2905955) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Rockford, IL and has over 23 years of experience in the finance industry.
Edward Cruickshank (CRD# 4859070) is an Investment Advisor Representative working at Savant Wealth Management in Rockford, IL and has over 19 years of experience in the finance industry. Edward Cruickshank 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.
Joel Cundick (CRD# 5451575) is an Investment Advisor Representative working at Savant Wealth Management in Rockford, IL and has 1 year of experience in the finance industry. Joel Cundick 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.
Kristie Curtiss (CRD# 4579111) is an Investment Advisor Representative working at Fifth Third Securities, Inc. in Rockford, IL and has over 21 years of experience in the finance industry.
Michael Cyrs (CRD# 6407276) is an Investment Advisor Representative working at Savant Wealth Management in Rockford, IL and has 1 year of experience in the finance industry. Michael Cyrs 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.
Daryl Dagit (CRD# 1532987) is an Investment Advisor Representative working at Savant Wealth Management in Rockford, IL and has over 37 years of experience in the finance industry. Daryl Dagit 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.
Steve Danekas (CRD# 2891932) is an Investment Advisor Representative working at Edward Jones in Rockford, IL and has over 26 years of experience in the finance industry.
Jacob Davenport (CRD# 6900265) is an Investment Advisor Representative working at Savant Wealth Management in Rockford, IL and has 1 year of experience in the finance industry. Jacob Davenport 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.