![Aaron Urbelis, financial advisor Rockford IL](/img/ws/profile-blank-sq.png)
Aaron Urbelis (CRD# 6816828) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Rockford, IL and has over 6 years of experience in the finance industry.
![Michael Alber, financial advisor Rockford IL](/img/ws/profile-blank-sq.png)
CRD# 2088227
Cetera Investment Advisers LLC
![Jon Aldrich, financial advisor Rockford IL](/img/ws/profile-blank-sq.png)
CRD# 5115121
Focus Financial Advisors
![Allison Alexander, financial advisor Rockford IL](/img/ws/profile-blank-sq.png)
CRD# 6311988
Savant Wealth Management
Company Name | Location | Dates | Years |
---|---|---|---|
Charles Schwab & Company, Inc. | Rockford, IL | Jun 2017 - Current | 7 |
The Studio | Rockford, IL | May 2016 - Dec 2018 | 2 |
Lenscrafters | Cherry Valley, IL | Mar 2015 - May 2017 | 2 |
Forest City Music Studio | Rockford, IL | Mar 2013 - Mar 2016 | 3 |
Ymca Of Rock River Valley | Rockford, IL | Nov 2013 - Mar 2015 | 1 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Feb 2018 |
- IL
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Total Assets Under Management0MILLIONS
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Total Number of Accounts0ACCOUNTS
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Average Account Value$0
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Selection of other advisers (including private fund managers)
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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