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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
David Hone (CRD# 2785735) is an Investment Advisor Representative working at Lcv Advisors LLC in Vernon Hills, IL and has over 12 years of experience in the finance industry.
David Kalfen (CRD# 1327131) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Vernon Hills, IL and has over 39 years of experience in the finance industry.
James Kastner (CRD# 4211485) is an Investment Advisor Representative working at Bcu Wealth Advisors, LLC in Vernon Hills, IL and has over 23 years of experience in the finance industry. James Kastner 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.
Steven Kopala (CRD# 4854868) is an Investment Advisor Representative working at Northwestern Mutual Investment Services,llc in Vernon Hills, IL and has over 10 years of experience in the finance industry.
Jeffrey Kostis (CRD# 5415496) is an Investment Advisor Representative working at Jk Financial Planning,inc. in Vernon Hills, IL and has over 16 years of experience in the finance industry. Jeffrey Kostis 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.
Louis Leone (CRD# 2269726) is an Investment Advisor Representative working at Northwestern Mutual Investment Services,llc in Vernon Hills, IL and has over 30 years of experience in the finance industry.
Susan Marks (CRD# 7051444) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Vernon Hills, IL and has over 5 years of experience in the finance industry.
Kristi Mertens (CRD# 4789908) is an Investment Advisor Representative working at Bcu Wealth Advisors, LLC in Vernon Hills, IL and has over 19 years of experience in the finance industry. Kristi Mertens 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.
Thomas Michelotti (CRD# 3064966) is an Investment Advisor Representative working at U.s. Bancorp Investments, Inc. in Vernon Hills, IL and has over 25 years of experience in the finance industry.
Christopher Preston (CRD# 4923414) is an Investment Advisor Representative working at Northwestern Mutual Investment Services,llc in Vernon Hills, IL and has over 12 years of experience in the finance industry.