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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
Maria Dietz (CRD# 4600525) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Rockford, IL and has over 20 years of experience in the finance industry.
Michael Donnelly (CRD# 3251318) is an Investment Advisor Representative working at Edward Jones in Rockford, IL and has over 24 years of experience in the finance industry.
Gregory Dowler (CRD# 1956623) is an Investment Advisor Representative working at Choreo, LLC in Rockford, IL and has over 34 years of experience in the finance industry.
Donald Duncan (CRD# 2180060) is a Financial Advisor/Managing Director working at Savant Capital LLC in Downers Grove, IL and has over 21 years of experience in the finance industry.
Kevin Dwyer (CRD# 6197677) is an Investment Advisor Representative working at Edward Jones in Rockford, IL and has over 10 years of experience in the finance industry.
James Easton (CRD# 1377978) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Rockford, IL and has over 36 years of experience in the finance industry. James Easton 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.
Trevor Emery (CRD# 2578153) is an Investment Advisor Representative working at Choreo, LLC in Rockford, IL and has over 28 years of experience in the finance industry.
Lana Engen (CRD# 713037) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Rockford, IL and has over 43 years of experience in the finance industry.
Kenneth Eshleman (CRD# 4959741) is an Investment Advisor Representative working at Savant Wealth Management in Rockford, IL and has over 18 years of experience in the finance industry. Kenneth Eshleman 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.
James Farrelly (CRD# 1496669) is an Investment Advisor Representative working at Choreo, LLC in Rockford, IL and has over 27 years of experience in the finance industry.