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Certified Financial Planners in Illinois

Certified Financial Planners in Rockford, IL

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25 results found

Laura Feliciano Rockford, IL

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Coordinator • Advisor • Managers • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Agent • Sales Agent • Sales Representative • Financial Manager • Operations Manager • Business Development Manager • Secretary • Automotive Professional

Experience & Education

Title:
Actively Seeking Employment
Location:
Rockford, Illinois Area
Industry:
Financial Services
Work history:
Upstream Investment Partners, LLC - Rockford, Illinois AreaOffice CoordinatorJun 2011 - Apr 2012Upstream Investment Partners Office CoordinatorJan 2011 - Jan 2012
Assisted CFP in all meetings conducted with clients
Full Profile

Marshall Dedrick Rockford, IL

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Financial Manager

Experience & Education

Position:
Territory Hydraulic/Automation Connector Sales at CFP
Title:
Sales at CFP
Location:
Rockford, Illinois Area
Industry:
Industrial Automation
Work history:
CFP Territory Hydraulic/Automation Connector Salessince Oct 1992Catching Fluidpower Territory Sales1992 - 2012
Full Profile

Kelly Johnson Rockford, IL

Professions & Specialties

Certified Financial Planner • Financial Consultant • Puchasing and Estimating Manager • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Assistant Vice President • Financial Manager • Vice President • Chief Executive • Operations Manager • Retail Salesperson

Experience & Education

Position:
CERTIFIED FINANCIAL PLANNER, Financial Advisor at Virtus Capital Partners, LLC an Independent Firm
Title:
CERTIFIED FINANCIAL PLANNER, Financial Advisor at Virtus Capital Partners LLC, an Independent Firm
Location:
Rockford, Illinois Area
Industry:
Investment Management
Work history:
Virtus Capital Partners, LLC an Independent Firm - Byron, ILCERTIFIED FINANCIAL PLANNER, Financial Advisorsince Mar 2013Morgan Stanley Smith Barney - Rockford OfficeAssociate Vice President, Financial AdvisorApr 2005 - Feb 2013
Full Profile

David Boccignone Rockford, 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 • Vice President • Financial Manager • Chief Executive • Financial Officer • Operations Manager • Advisor • Entertainer

Experience & Education

Position:
Financial Advisor, CERTIFIED FINANCIAL PLANNER at Ameriprise Financial
Title:
Financial Advisor, CERTIFIED FINANCIAL PLANNER, at Ameriprise Financial
Location:
Rockford, Illinois Area
Industry:
Financial Services
Work history:
Ameriprise Financial - Rockford, Illinois AreaFinancial Advisor, CERTIFIED FINANCIAL PLANNERsince 2002Ameriprise Financial Field Vice President1997 - 2002
Full Profile

Scott Johnson Rockford, IL

Professions & Specialties

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

Experience & Education

Position:
CFP®, CPWA® at Robert W. Baird & Co.
Title:
Helping Successful Professionals and Retirees Protect their Wealth since 1996
Location:
Rockford, Illinois Area
Industry:
Financial Services
Work history:
Robert W. Baird & Co. CFP®, CPWA®since Jan 2010KLAAS FINANCIAL, inc. - Rockford, Illinois AreaPrivate Wealth AdvisorMay 1996 - Jan 2010
Full Profile

Brian Aarvig Rockford, IL

Professions & Specialties

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

Experience & Education

Position:
Financial Advisor, Financial Planning Specialist at Morgan Stanley
Title:
Financial Advisor, Financial Planning Specialist, CFP(R), CRPC(R), Portfolio Manager
Location:
Rockford, Illinois Area
Industry:
Financial Services
Work history:
Morgan Stanley Financial Advisor, Financial Planning Specialistsince Nov 2007Merrill Lynch Financial AdvisorMay 2004 - Nov 2007
Full Profile

Glenn Kautt Rockford, IL

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Chairperson • Chief Executive • Financial Manager • Editorial Writer • Reporter • Author

Experience & Education

Position:
Vice Chairman at Savant Capital Management, Regular Columnist at Financial Planning magazine
Title:
Vice Chairman at Savant Capital Management
Location:
Rockford, Illinois Area
Industry:
Investment Management
Work history:
Savant Capital Management - Rockford, ILVice Chairmansince Jul 2012Financial Planning magazine Regular Columnistsince 2005
First and only CFP practitioner to write a regular column for Fin..
Full Profile

Kirk Osborne Rockford, 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 • Supporting Member • Team Member • Financial Manager

Experience & Education

Position:
FINANCIAL ADVISOR / Certified Financial Planner at OSBORNE, BLISS, BROWN AND ASSOC A financial...
Title:
FINANCIAL ADVISOR / Certified Financial Planner
Location:
Rockford, Illinois Area
Industry:
Financial Services
Work history:
OSBORNE, BLISS, BROWN AND ASSOC A financial advisory practice of Ameriprise Financial Services, Inc. - 6067 Strathmoor Drive, Rockford, IL 61107FINANCIAL ADVISOR / Certified Financial Plannersince Apr 1981
Certifications:
CFP® CERTIFIED FINANCIAL PLANNER™ practitioner, Certified Financial Planner Board of Standards, Inc.
Full Profile

Penny Il-Il Rockford, IL

Professions & Specialties

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

Experience & Education

Title:
Certified Financial Planner/Farm Succession Planner at Farm Financial Strategies
Location:
Rockford, Illinois Area
Industry:
Financial Services
Full Profile

John Larson Rockford, IL

Professions & Specialties

Financial Consultant • Certified Financial Planner • Financial Services Professional • Financial Services Sales Agent • Puchasing and Estimating Manager • Assistant Vice President • Vice President • Chief Executive • Financial Manager • Advisor • Bachelor of Science • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Assistant Vice President at Merrill Lynch
Title:
Financial Advisor at Merrill Lynch
Location:
Rockford, Illinois Area
Industry:
Financial Services
Work history:
Merrill Lynch Assistant Vice Presidentsince Jan 2000
Full Profile

Chris Kovarik Rockford, 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 at McGladrey
Location:
Rockford, Illinois Area
Industry:
Financial Services
Full Profile

Christine Kovarik Rockford, 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 at McGladrey
Location:
Rockford, Illinois Area
Industry:
Financial Services
Full Profile

Gary Davis Rockford, IL

Professions & Specialties

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

Experience & Education

Position:
Certified Financial Planner at Country Insurance & Financial Services
Location:
Rockford, Illinois Area
Industry:
Financial Services
Work history:
Country Insurance & Financial Services Certified Financial Planner
Full Profile

Christopher Kovarik Rockford, 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 at McGladrey
Location:
Rockford, Illinois Area
Industry:
Financial Services
Full Profile

E Easton Rockford, IL

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Branch Manager • Field Marketing Specialist • Marketing Administrator • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Marketing Manager • Financial Manager

Experience & Education

Title:
Branch Manager at James E. Easton, CFP
Location:
Rockford, Illinois Area
Industry:
Financial Services
Full Profile

Sandra Bainter Rockford, IL

Professions & Specialties

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

Experience & Education

Position:
Owner at Sandra Bainter, CFP
Title:
Owner, Sandra Bainter, CFP
Location:
Rockford, Illinois Area
Industry:
Financial Services
Work history:
Sandra Bainter, CFP Owner
Full Profile

Jefferson Gee Rockford, 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 at Raymond James & Associates
Location:
Rockford, Illinois Area
Industry:
Financial Services
Full Profile

David Cyrs Rockford, IL

Professions & Specialties

Certified Financial Planner • Financial Services Professional • Financial Services Sales Agent • Puchasing and Estimating Manager • Chairperson • Chief Executive • Advisor • Representative • Executive Vice President • Director • Board Member • Treasurer • Financial Manager • Vice President • Operations Manager • Management Team Executive • Financial Officer • Philanthrope • Organization Management • Non-Profit • Fiduciary • Trust Law Attorney • Lawyers • Associate Professor • Lecturer • Postsecondary Teacher • Master of Business Administration

Experience & Education

Position:
President at CYRS Wealth Advisors, Member at Fusion Advisor Network, Registered Representative NFP...
Location:
Rockford, Illinois Area
Industry:
Investment Management
Work history:
CYRS Wealth Advisors Presidentsince Dec 2006Fusion Advisor Network Membersince 2006
Skills:
- Investment Advisory, - Retirement Plans, - Financial Planning, - Estate Planning, - Tax Planning, ...
Full Profile

Elliot Goodman Rockford, IL

Professions & Specialties

Puchasing and Estimating Manager • Mechanical Engineer • Senior Design Engineer • Staff Engineer • Mechanical Engineering Professional • Mechanical Engineering • Head Engineer • Engineering Manager • Professional Engineer • Engineering Specialist • Software Tester • Computer Specialist • Student Worker • Financial Manager

Experience & Education

Position:
Mechanical Engineer at Accelerated Machine Design and Engineering LLC
Title:
Mechanical Engineer at Accelerated Machine Design & Engineering
Location:
Rockford, Illinois Area
Industry:
Mechanical or Industrial Engineering
Work history:
Accelerated Machine Design and Engineering LLC Mechanical Engineersince Feb 2011Power Systems Mfg., LLC (An Alstom Company) Senior Engineer, Quality AssuranceJul 2007 - Feb 2011
..for automated carbon fiber placement,CFP,machines and high speed milling machines
Full Profile

Bruce Vandegrift Rockford, IL

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Advisor • Examiner • Inspector • Senior Vice President • Chief Executive Officer • Vice President • Chief Executive • Corporate Executive • Financial Manager • Controlling Specialist • Finance and Accounting Specialist • Controller • Accounting Bookkeeper • Bookkeeper • Juris Doctor

Experience & Education

Position:
Wealth Advisor at Rockford Bank and Trust Company
Location:
Rockford, Illinois Area
Industry:
Banking
Work history:
Rockford Bank and Trust Company - Rockford, Illinois AreaWealth Advisorsince Jun 2013BMO Private Bank Senior Wealth AdvisorApr 2010 - May 2013
Full Profile

Gary Love Rockford, IL

Professions & Specialties

Vice President • Chief Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Vice President - Private Wealth Management at Robert W. Baird & Co.
Location:
Rockford, Illinois Area
Industry:
Financial Services
Work history:
Robert W. Baird & Co. Vice President - Private Wealth Management
Certified Financial Planner,CFP,
Full Profile

Andrew West Rockford, IL

Professions & Specialties

Puchasing and Estimating Manager • Advisor • Vice President • Chief Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Officer

Experience & Education

Position:
Wealth Management Advisor, Vice President at Merrill Lynch Wealth Management, Bank of America...
Title:
Wealth Management Advisor at Merrill Lynch Wealth Management
Location:
Rockford, Illinois Area
Industry:
Financial Services
Work history:
Merrill Lynch Wealth Management, Bank of America Corporation Wealth Management Advisor, Vice Presidentsince May 1997
Languages:
English
Certifications:
Certified Financial Planner, CFP Board of Standards
Certified Special Needs Advisor, Merrill Lynch Internal
Full Profile

Scot Dobbs Rockford, IL

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Manager • Operations Manager • Financial Manager

Experience & Education

Title:
Manager at Wipfli LLP
Location:
Rockford, Illinois Area
Industry:
Accounting
CFP Certification
Full Profile

Grant Moore Rockford, IL

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Counselor • Advisor • Fiduciary • Trust Law Attorney • Lawyers • Financial Manager

Experience & Education

Location:
Rockford, Illinois Area
Industry:
Investment Management
Certifications:
Certified Financial Planner (CFP®)
Chartered Retirement Planning Counselor (CRPC®)
Full Profile

Michael Cyrs Rockford, IL

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Lawyer • Treasurer • Director • Chairperson • Financial Manager • Financial Officer • Operations Manager • Chief Executive

Experience & Education

Office:
WilliamsMcCarthy, LLP
120 W. State Street, 4Th Floor, Rockford, IL 61105
Phone:
(815) 987-8900 (Phone)
Specialties:
Estate Planning, Estate Administration
ISLN:
900363892
Admitted:
1994, Wisconsin and Illinois
Biography:
Certified Financial Planner, 2000.
Full Profile

Certified Financial Planners near Rockford, IL01234JanesvilleOregonSycamoreByron


Certified Financial Planners around Rockford, IL

Byron  (1)
Janesville  (4)
Oregon  (2)
Sycamore  (1)

Certified Financial Planners in Illinois