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Educational Seminars & Workshops Advisors in Naperville, Illinois
448 Results
Unclaimed

Edward Jones | CFP ® (Certifications)

location

NAPERVILLE, IL

experience

24 Years Experience

0 Disclosures

ADVISOR BIO

Sean Bradshaw is a financial advisor who has been in the industry for over 20 years. Sean is currently registered with Edward Jones and has been with the firm since 2008. Sean specializes in providing financial planning, portfolio management, and pension consulting services to individuals, businesses, and charitable organizations. Sean holds the Series 6, 7, 63, and 65 licenses. Sean has extensive experience in the financial services industry and is dedicated to helping clients achieve their financial goals.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Unclaimed

Fidelity Personal AND Workplace Advisors

location

NAPERVILLE, IL

experience

8 Years Experience

0 Disclosures

ADVISOR BIO

Sean Adair is a financial advisor with Fidelity Personal AND Workplace Advisors. Sean is based in NAPERVILLE, IL and has over 6 years of experience in the industry. Sean is licensed in Illinois and Texas. Sean is a registered representative with FINRA and a registered investment advisor. Prior to joining Fidelity Personal AND Workplace Advisors, Sean was employed by Merrill Lynch, Pierce, Fenner & Smith Incorporated. Sean holds the Series 7, Series 9, Series 10 and Series 66 securities licenses.

SPECIALIZATIONS

Financial Planning Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Unclaimed

Prairie Investment Advisors, LLC | CFP ® (Certifications)

location

NAPERVILLE, IL

0 Disclosures

ADVISOR BIO

Sharon Adelmann is a financial advisor with Prairie Investment Advisors, LLC. Sharon has been in the financial industry since 1991. Sharon is licensed to provide investment advisory services in Illinois, Pennsylvania, and Texas. Sharon has experience working with charitable organizations, high-net-worth individuals, and individuals other than high-net-worth. Sharon is a Certified Financial Planner.

SPECIALIZATIONS

Financial Planning Services
Selection of Other Advisors
Portfolio Management for Individuals
LIFE PLANNING SERVICES
Unclaimed

Fidelity Personal AND Workplace Advisors

location

NAPERVILLE, IL

experience

4 Years Experience

0 Disclosures

ADVISOR BIO

Siara Spaulding is a registered representative with Fidelity Personal And Workplace Advisors. Siara has been in the financial industry since November 2020 and currently holds registrations in Illinois and Texas. Siara specializes in financial planning, portfolio management for individuals and businesses, and selecting other advisors. Siara has been with Fidelity Investments since December 2021 and previously worked at Thrivent Investment Management Inc. and J.P. Morgan Securities LLC.

SPECIALIZATIONS

Financial Planning Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Unclaimed

LPL Financial LLC | CFP ® (Certifications)

location

NAPERVILLE, IL

experience

9 Years Experience

0 Disclosures

ADVISOR BIO

Silva Padowski, is a CERTIFIED FINANCIAL PLANNER® professional with over 20 years of experience in the financial services industry. Silva is currently registered with LPL Financial LLC, a large independent broker-dealer with over $50 billion in assets under management. Silva offers financial planning and investment management services to a wide range of clients, including individuals, families, businesses, and retirement plans. Silva holds multiple licenses and certifications, including Series 7 and 66, which allows Silva to provide a comprehensive range of investment services.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES
Unclaimed

LPL Financial LLC

location

Naperville, IL

experience

11 Years Experience

0 Disclosures

ADVISOR BIO

Stefan Tobin Borso is a financial advisor with over 20 years of experience in the financial services industry. Stefan currently works with LPL Financial LLC in Naperville, IL and has also held positions with Charles Schwab & Co., INC. and REFCO Securities, LLC. Stefan holds multiple licenses including Series 7, 72, 63 and 66. Stefan specializes in providing a range of financial services including portfolio management, financial planning and consulting.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES
Unclaimed

Robert W. Baird & Co. Inc.

location

NAPERVILLE, IL

experience

23 Years Experience

0 Disclosures

ADVISOR BIO

Stephan Charles Roberts is a financial advisor with Robert W. Baird & Co. Inc. based in Naperville, IL. Stephan has been in the financial services industry since 2001. Stephan holds Series 7, 52, 53, 54 and 63 licenses, as well as the SIE exam. Stephan is registered with the state of Illinois, Indiana, Iowa, Louisiana and Michigan.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
SEE SCHEDULE D
Portfolio Management for Pooled Investment Vehicles
Publication of Financial Periodicals
Unclaimed

Highpoint Planning Partners

location

Naperville, IL

experience

25 Years Experience

disclosure

2 Disclosures

ADVISOR BIO

Stephen Visser is a financial advisor at Highpoint Planning Partners with over 20 years of experience in the industry. Stephen has a broad range of experience providing financial and investment advice to individuals and families. Stephen is registered to provide investment advice in over 20 states. In addition to his role at Highpoint Planning Partners, Stephen is also a registered representative of LPL Financial LLC.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Unclaimed

Calamos Wealth Management LLC

location

NAPERVILLE, IL

experience

26 Years Experience

0 Disclosures

ADVISOR BIO

Stephen David Perl is a financial advisor with over 20 years of experience in the industry. Stephen is currently registered with Calamos Wealth Management LLC as an investment advisor representative in both Illinois and New York. Stephen has previously worked with Fidelity Brokerage Services LLC in New York and National Financial Services Corporation in Boston. Stephen has a strong background in providing financial planning and portfolio management services to individuals, corporations, and charitable organizations. Stephen is also a qualified pension consultant.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Individuals
ASSET ALLOCATION SERVICES
Unclaimed

Fifth Third Securities, Inc.

location

NAPERVILLE, IL

experience

32 Years Experience

0 Disclosures

ADVISOR BIO

Stephen John Temmer is a financial professional with over 30 years of experience in the industry. Stephen is currently registered as an investment advisor representative with Fifth Third Securities, Inc., a firm with over $1 billion - $10 billion in assets under management. Stephen has worked for several firms in the past, including Charles Schwab & Co., Inc. and Franklin-Lord, Inc. Stephen holds several licenses and certifications including Series 66, Series 63, Series 10, Series 9, Series 24, Series 7, and Series SIE. Stephen specializes in providing financial planning, portfolio management for individuals and businesses, and selection of other advisors.

SPECIALIZATIONS

Financial Planning Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
SPONSOR WRAP FEE PROGRAM

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