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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
Gregory Barson (CRD# 4874815) is an Investment Advisor Representative working at Ipi Wealth Management, Inc. in Decatur, IL and has over 19 years of experience in the finance industry.
Bradley Beesley (CRD# 2669254) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Mattoon, IL and has over 28 years of experience in the finance industry.
John Bennett (CRD# 6112283) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Arcola, IL and has over 11 years of experience in the finance industry.
Mark Berndt (CRD# 5416781) 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.
Lisa Boyer (CRD# 1227722) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Arcola, IL and has over 32 years of experience in the finance industry. Lisa Boyer 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.
Stan Boyer (CRD# 5388698) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Arcola, IL and has over 14 years of experience in the finance industry.
Michael Brewer (CRD# 5732710) is an Investment Advisor Representative working at Edward Jones in Decatur, IL and has over 14 years of experience in the finance industry.
Paul Brown (CRD# 6569754) 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.
Joshua Chamblin (CRD# 6470448) is an Investment Advisor Representative working at Grove Point Advisors, LLC in Decatur, IL and has over 6 years of experience in the finance industry.
Allen Closser (CRD# 1101000) is an Investment Advisor Representative working at Ipi Wealth Management, Inc. in Decatur, IL and has over 41 years of experience in the finance industry. Allen Closser 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.