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Distance Only Spring Grove, IL
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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
Amy Barrett (CRD# 1459516) is an Investment Advisor Representative working at Barrett Wealth Connection LLC in Spring Grove, IL and has 30+ years of experience in the finance industry. Amy Barrett 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 putclients' interests first and comply with the Financial Planning Practice Standards.
Victoria Dorgan (CRD# 4320867) is an Investment Advisor Representative working at Barrett Wealth Connection LLC in Spring Grove, IL and has over 17 years of experience in the finance industry. Victoria Dorgan 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.
Jonathan Mrowiec (CRD# 4516855) is an Investment Advisor Representative working at Lpl Financial LLC in Spring Grove, IL and has over 10 years of experience in the finance industry.
Dennison White (CRD# 4792510) is an Investment Advisor Representative working at Edward Jones in Spring Grove, IL and has over 16 years of experience in the finance industry.
Philip Pace (CRD# 6593182) is an Investment Advisor Representative working at Rra Wealth, LLC in Spring Grove, IL and has over 7 years of experience in the finance industry.