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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
Andrew Obrien (CRD# 5371822) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Springfield, IL and has over 16 years of experience in the finance industry.
Joseph Oettel (CRD# 5573657) is an Investment Advisor Representative working at Lighthouse Financial & Consulting Services, LLC in Springfield, IL and has 1 year of experience in the finance industry. Joseph Oettel 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.
Eric Ortiz-Berrios (CRD# 4493967) is an Investment Advisor Representative working at Ipi Wealth Management, Inc. in Decatur, IL and has over 9 years of experience in the finance industry.
Garvis Owens (CRD# 6625627) is an Investment Advisor Representative working at Ipi Wealth Management, Inc. in Decatur, IL and has over 8 years of experience in the finance industry.
Christopher Parks (CRD# 4974240) is an Investment Advisor Representative working at Osaic Institutions, Inc. in Springfield, IL and has over 18 years of experience in the finance industry. Christopher Parks 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.
Patrick Phalen (CRD# 2816489) is an Investment Advisor Representative working at Osaic Institutions, Inc. in Springfield, IL and has over 26 years of experience in the finance industry.
Julie-anne Pickett (CRD# 5385659) is an Investment Advisor Representative working at Ipi Wealth Management, Inc. in Decatur, IL and has over 16 years of experience in the finance industry.
Bradley Punke (CRD# 4603366) is an Investment Advisor Representative working at Avantax Advisory Services in Springfield, IL and has over 24 years of experience in the finance industry.
Elamparithi Rajaguru (CRD# 6399655) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Springfield, IL and has over 9 years of experience in the finance industry.
Kevin Reed (CRD# 6190929) is an Investment Advisor Representative working at Edward Jones in Springfield, IL and has over 10 years of experience in the finance industry.