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Certified Financial Planners in Illinois

Certified Financial Planners in Bloomington, IL

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24 results found

Drake Zimmerman Bloomington, IL

Professions & Specialties

Financial Planner • Certified Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Puchasing and Estimating Manager • Advisor • Planner • Activist • Non-Profit • Financial Analyst • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Sports Trainer • Sports Trainers • Financial Manager

Experience & Education

Position:
Investment Advisor at First Allied Securities, Inc. Member FINRA/SIPC, Financial Planner at...
Title:
Financial Planner
Location:
Bloomington/Normal, Illinois Area
Industry:
Financial Services
Work history:
First Allied Securities, Inc. Member FINRA/SIPC Investment Advisorsince Apr 1983Zimmerman & Armstrong Investment Advisors, Inc Financial Plannersince Jan 1982
Languages:
Spanish, German
Certifications:
Chartered Financial Analyst, CFA Institute
Financial Analyst,CFA,and Planner,CFP,
Full Profile

Latoyia Godfrey Bloomington, IL

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Financial Manager

Experience & Education

Work

Company:
Luther oaks - Bloomington, IL
Cfp (cna)
Full Profile

Edna Steidinger Bloomington, IL

Professions & Specialties

Certified Financial Planner • Financial Planner • Puchasing and Estimating Manager • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Owner • Chief Executive • Financial Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Owner at The Financial Center, Inc. of Illinois
Title:
Owner, The Financial Center, Inc. of Illinois
Location:
Bloomington/Normal, Illinois Area
Industry:
Financial Services
Work history:
The Financial Center, Inc. of Illinois Ownersince Oct 2002Bluestem Financial Services, Inc. Financial PlannerJul 1993 - Oct 2002
Full Profile

Carol Burroughs Bloomington, IL

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • School Principal • School Administrator • Educational Manager • Advisor • Certified Nurse Aide • Nurse • Nurse Practitioner • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Manager

Experience & Education

Position:
Principal at Forward Financial Planning
Title:
--Certified Financial Planner
Location:
Bloomington/Normal, Illinois Area
Industry:
Financial Services
Work history:
Forward Financial Planning - 211 Landmark Drive Suite B 4-F Normal, IL 61761Principalsince May 2004
Full Profile

Caroline Burroughs Bloomington, IL

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Manager

Experience & Education

Title:
--Certified Financial Planner
Location:
Bloomington/Normal, Illinois Area
Industry:
Financial Services
Full Profile

Chet Bandy Bloomington, IL

Professions & Specialties

Financial Consultant • Certified Financial Planner • Financial Services Professional • Financial Services Sales Agent • Puchasing and Estimating Manager • Chief Executive Officer • Corporate Executive • Chief Executive • Financial Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Managing Director and Financial Advisor, CFP®,CLU®, ChFC® at Northwestern Mutual
Title:
Managing Director and Financial Advisor, CFP®, CLU®,ChFC®
Location:
Bloomington/Normal, Illinois Area
Industry:
Financial Services
Work history:
Northwestern Mutual Managing Director and Financial Advisor, CFP®,CLU®, ChFC®since 2004Northwestern Mutual Financial Advisor2004 - 2011
Full Profile

David Gibson Bloomington, IL

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Owner • Manager • Chief Executive • Financial Manager • Operations Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Owner, Certified Financial Planner at Gibson Financial Services, LLC
Location:
Bloomington/Normal, Illinois Area
Industry:
Financial Services
Work history:
Gibson Financial Services, LLC Owner, Certified Financial PlannerCOUNTRY Financial Agency ManagerAug 1991 - May 2008
Full Profile

Chester Bandy Bloomington, IL

Professions & Specialties

Financial Consultant • Certified Financial Planner • Financial Services Professional • Financial Services Sales Agent • Puchasing and Estimating Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Manager

Experience & Education

Title:
Financial Advisor, CFP,CLU, ChFC at Northwestern Mutual Financial Network
Location:
Bloomington/Normal, Illinois Area
Industry:
Financial Services
Full Profile

Mark Fennelly Bloomington, IL

Professions & Specialties

Certified Financial Planner • Financial Consultant • Puchasing and Estimating Manager • Financial Services Professional • Financial Services Sales Agent • Business Analyst • Analyst • Analysts • Financial Manager

Experience & Education

Work

Company:
Integrated solutions department (isd)
Business analyst
Company:
Integrated solutions department (isd)
Personal financial counselor
Full Profile

Bryan Crabtree Bloomington, IL

Professions & Specialties

Financial Consultant • Certified Financial Planner • Financial Services Professional • Financial Services Sales Agent • Puchasing and Estimating Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Manager

Experience & Education

Position:
Financial Advisor at Edward Jones Investments
Location:
Bloomington/Normal, Illinois Area
Industry:
Financial Services
Work history:
Edward Jones Investments Financial Advisorsince Sep 2004
Full Profile

John Plattner Bloomington, IL

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Owner • Chief Executive • Financial Manager

Experience & Education

Title:
OWNER at JOHN E PLATTNER, CFP, EA
Location:
Bloomington/Normal, Illinois Area
Industry:
Accounting
Full Profile

John Plattner Bloomington, IL

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Owner • Chief Executive • Financial Manager

Experience & Education

Title:
OWNER at JOHN E PLATTNER, CFP, EA
Location:
Bloomington/Normal, Illinois Area
Industry:
Accounting
Full Profile

Poonam Palande Bloomington, IL

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Assistant Manager • Managers • Manager • Operations Manager • Counselor • Chief Administrative Officer • Chief Executive • Financial Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Account Service Manager • Client Service Officer • Customer Service

Experience & Education

Location:
Bloomington/Normal, Illinois Area
Industry:
Investment Management
Work history:
ICICI Prudential AMC Ltd Assistant Manager2008 - 2009ICICI Prudential Asset Management Ltd Assistant Manager - Channel SalesSep 2008 - Oct 2009
Skills:
channel sales management, mutualfunds, structured products, product management and devlopment,...
CFP
Full Profile

Don Fernandes Bloomington, IL

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Puchasing and Estimating Manager • Vice President • Chairperson • Chief Executive Officer • Chief Executive • Corporate Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Director • Financial Manager • Financial Officer • Auditor • Chief Accountant • Tax Accountant • Account Manager • Counselor • Advisor • Nurse • Nurse Practitioner

Experience & Education

Position:
First Vice President - Investments at Wells Fargo Advisors, LLC
Location:
Bloomington/Normal, Illinois Area
Industry:
Financial Services
Work history:
Wells Fargo Advisors, LLC First Vice President - Investmentssince Feb 2000First Federal Savings & Loan of Bloomington President & CEOFeb 1983 - Oct 1999
CERTIFIED FINANCIAL PLANNER TM certificant
Full Profile

Jeff Secord Bloomington, IL

Professions & Specialties

Partner • Chief Executive • Advisor • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Manager • Operations Manager

Experience & Education

Position:
Partner at IPI Wealth Management
Title:
Partner with IPI Wealth Management
Location:
Bloomington/Normal, Illinois Area
Industry:
Investment Management
Work history:
IPI Wealth Management - Bloomington, IllinoisPartnersince Jun 2013Clifton Larson Allen, New England Financial, First Busey Securities, Integrated Resources, Drexel Bu Investment advisorAug 1973 - May 2013
Certified Financial Planner Board of Standards
Full Profile

Eric Kingery Bloomington, IL

Professions & Specialties

Puchasing and Estimating Manager • Financial Services Professional • Financial Services Sales Agent • Business Analyst • Analyst • Analysts • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Manager

Experience & Education

Position:
Business Analyst at COUNTRY ® Financial
Title:
Business Analyst at COUNTRY Financial
Location:
Bloomington/Normal, Illinois Area
Industry:
Financial Services
Work history:
COUNTRY ® Financial - Bloomington/Normal, Illinois AreaBusiness Analystsince Mar 2012COUNTRY ® Financial - Bloomington/Normal, Illinois AreaAdvice Center SpecialistApr 2007 - Mar 2012
Skills:
Financial Planning, Investments, Microsoft Office, Leadership Development, Business Analysis, Six...
Certifications:
Certified Financial Planner, CFP Board
Chartered Financial Consultant, American College
Full Profile

Kimberly Kelly Bloomington, IL

Professions & Specialties

Puchasing and Estimating Manager • Representative • Security • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Business Administrator • Student Worker • Nurse • Nurse Practitioner • Financial Manager • Operations Manager

Experience & Education

Position:
Financial Representative at Northwestern Mutual
Location:
Bloomington/Normal, Illinois Area
Industry:
Financial Services
Work history:
Northwestern Mutual Financial Representativesince May 2010
I would like to become a certified CFP and CLU
Full Profile

Lisa Rich Bloomington, IL

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Manager • Operations Manager • Human Resources Specialist • Recruitment • Finance and Accounting Specialist • Benefits Manager • Accounting Bookkeeper • Bookkeeper • Compensations and Benefits

Experience & Education

Position:
Manager, HR Payroll at COUNTRY ® Financial
Title:
Manager, HR Payroll at Country Financial
Location:
Bloomington/Normal, Illinois Area
Industry:
Financial Services
Work history:
COUNTRY ® Financial Manager, HR Payrollsince Oct 2008COUNTRY ® Financial Benefits ManagerJul 2000 - Oct 2008
Certifications:
Certified Financial Planner (CFP)
Chartered Life Underwriter (CLU)
Full Profile

Mary Meginnes Bloomington, IL

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Clerk • Dispatcher • Clerical Specialist • Coordinator • Administrative Associate • Business Administrator • Planner • Managers • Administrative Clerk • Client Service Officer • Data Entry Specialist • Data Scientist • Owner • Chief Administrative Officer • Chief Executive • Financial Manager • Operations Manager • Juris Doctor • Master of Business Administration • Accounts Receivable

Experience & Education

Position:
Buried Service Wire Clerk at Frontier Communications
Location:
Bloomington/Normal, Illinois Area
Industry:
Consumer Services
Work history:
Frontier Communications - 109 E. Market, Bloomington, ILBuried Service Wire Clerksince Aug 2012Frontier Communications Lead DispatcherDec 2010 - Feb 2013
Skills:
Visio, Process Scheduler, Outlook, Customer Service, Employee Relations, Microsoft Office,...
CFP
Full Profile

Matt Johnston Bloomington, IL

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Manager • Operations Manager • Agent • Sales Agent • Sales Representative • Supervisor • Managers • Marketing Manager • Financial Manager • Counselor • Team Member • Advisor • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Manager Broker Dealer Operations at COUNTRY Financial
Title:
Manager Broker Dealer Operations
Location:
Bloomington/Normal, Illinois Area
Industry:
Insurance
Work history:
COUNTRY Financial Manager Broker Dealer Operationssince May 2010COUNTRY Financial Supervisor CCMC OperationsJul 2004 - Apr 2010
Skills:
Retirement Planning, Retirement, Insurance, Fixed Annuities, Series 6, Strategic Financial...
Full Profile

Helen Steidinger Bloomington, IL

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Advertising Professional • Advertising Sales Agent • Vice President • Chairperson • Chief Executive • Internet Marketing Manager • Web Marketer • Marketing Manager • Financial Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
VP at The Business Connection, Inc. of America
Title:
Independent Marketing and Advertising Professional
Location:
Bloomington/Normal, Illinois Area
Industry:
Marketing and Advertising
Work history:
The Business Connection, Inc. of America VPsince 2004Denali KASH Strategies, Inc. President2000 - 2009
Skills:
Strategic Planning, New Business Development, Marketing Strategy, Business Strategy, Business...
Languages:
German
CFP
Full Profile

James Wiley Bloomington, IL

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Research Analyst • Research Assistant • Researcher • Survey Researcher • Manager • Operations Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Work

Company:
Country capital management company - Bloomington, IL
Compliance & research analyst
Company:
Country financial - Bloomington, IL
Manager, legal services, financial services division
Full Profile

Poonam Warang Bloomington, IL

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Assistant Manager • Advisor • Managers • Relationship Manager • Account Service Manager • Client Service Officer • Customer Service • Financial Manager

Experience & Education

Title:
Experienced in channel sales management for MNC banks.
Location:
Bloomington/Normal, Illinois Area
Industry:
Investment Management
CFP
Full Profile

G. Leighton Bloomington, IL

Professions & Specialties

Puchasing and Estimating Manager • Chief Executive Officer • Corporate Executive • Chief Executive • Financial Manager • Counselor • Advisor • Juris Doctor • Bachelor of Arts • Lecturer • Postsecondary Teacher

Experience & Education

Company:
Leighton Legal Group, Llc
Address:
802 N Clinton St Suite 1, Bloomington, IL 61701 - Property Information
Phone:
(309) 828-7600 (Office)
Specialties:
Business - 35%(36 years, 200+ cases)
Estate Planning - 35%(36 years, 250+ cases)
Licenses:
Dist. of Columbia - Active     1989
Illinois - Active And Authorized To Practice Law     1999
Experience:
Managing Director at Leighton Legal Group, LLC     2004-present
Adjunct Professor at Illinois State University     2002-present
School:
George Washington University National Law Center     1988
Degree:
JD - Juris Doctor - Law
School:
Georgetown University     1981
Degree:
BA - Bachelor of Arts - Honors in Government
Languages:
English
Associations:
Multicultural Leadership Institute - Mentor; Pro Bono Counsel     2013-present
Illinois Prairie Community Foundation - Board Member and Treasurer     2010-present

Tim Leighton counsels clients in Central Illinois and metropolitan Washington, DC as a lawyer and...

Full Profile

Certified Financial Planners near Bloomington, IL0123DecaturNormalLincoln


Certified Financial Planners around Bloomington, IL

Decatur  (3)
Lincoln  (1)
Normal  (2)

Certified Financial Planners in Illinois