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Selection of Other Advisors Advisors in Rockford, Illinois
369 Results
Unclaimed

Savant Wealth Management | CFP ®,CFC ® (Certifications)

location

ROCKFORD, IL

0 Disclosures

ADVISOR BIO

Edward Franklin Thomas is an investment advisor representative associated with Savant Wealth Management. Edward is a Certified Financial Planner and a Chartered Financial Consultant. Edward has been a commissioned Marine Officer in the United States Marine Corps since 2017. Edward is registered in Alabama and has been active in the industry since 2017. Edward previously worked at MML Investors Services, LLC and MassMutual Life Insurance Co in Birmingham, Alabama.

SPECIALIZATIONS

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

Savant Wealth Management | CFP ® (Certifications)

location

ROCKFORD, IL

0 Disclosures

ADVISOR BIO

Elizabeth Muldowney is a financial advisor at Savant Wealth Management. Elizabeth has been a registered investment advisor for over 15 years. Elizabeth specializes in providing financial planning, pension consulting, and portfolio management services. Elizabeth is also a certified financial planner.

SPECIALIZATIONS

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

Mercer Global Advisors Inc.

location

Rockford, IL

experience

1 Years Experience

0 Disclosures

ADVISOR BIO

Ellie Johnson is a Registered Representative with Mercer Global Advisors Inc. Ellie is also a General Securities Representative and has passed the Securities Industry Essentials Examination. Ellie has worked in the financial industry for over 10 years. Ellie specializes in providing financial planning, pension consulting, educational seminars, and portfolio management for businesses and individuals. Ellie has been with Mercer Global Advisors Inc. since January 2025.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
TRUST SERVICES, ESTATE PLANNING, TAX RETURN PREPARATION, CONSULTATION
Publication of Financial Periodicals
Unclaimed

Wells Fargo Clearing Services, LLC

location

ROCKFORD, IL

experience

16 Years Experience

0 Disclosures

ADVISOR BIO

Emily Vanhille is a financial advisor with Wells Fargo Clearing Services, LLC. Emily has been in the financial industry since 2009. Emily holds Series 7 and Series 66 licenses and has previously worked at Wells Fargo Advisors, LLC and Stifel, Nicolaus & Company, Incorporated. Emily specializes in providing financial planning, investment consulting services, and portfolio management to individuals, corporations, and institutions.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
INVESTMENT CONSULTING SERVICES TO INSTITUTIONAL CLIENTS
Unclaimed

Savant Wealth Management

location

ROCKFORD, IL

0 Disclosures

ADVISOR BIO

Emily Katherine Burke is a financial advisor at Savant Wealth Management. Emily is licensed in Illinois and has been working in the financial services industry since 2022. Emily has a Series 63 and 65 licenses and has earned the SIE license. Emily is experienced in financial planning and portfolio management for individuals and businesses. Emily is also experienced in providing pension consulting services and educational seminars. Emily previously worked at Northwestern Mutual Investment Services, LLC. Emily is an owner of ProseP Ltd.

SPECIALIZATIONS

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

Robert W. Baird & Co. Inc.

location

Rockford, IL

experience

8 Years Experience

0 Disclosures

ADVISOR BIO

Eric Nathan Jones is a financial advisor registered with Robert W. Baird & Co. Inc. with offices in Rockford, IL, Elgin, IL, and Sycamore, IL. Eric has been in the industry since March 19, 2017. Eric is currently registered as a broker-dealer with a variety of states, including Illinois, Texas, Florida, and other states. Eric is also registered as an investment advisor in Illinois, Texas, and Florida. Eric has obtained the SIE, Series 7, and Series 66 licenses. Eric has experience in providing a range of financial planning services, including portfolio management, investment management for businesses, and investment management for individuals.

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

Wells Fargo Clearing Services, LLC | CFP ® (Certifications)

location

ROCKFORD, IL

experience

11 Years Experience

0 Disclosures

ADVISOR BIO

Erich Lee Vargaz is a financial advisor at Wells Fargo Clearing Services, LLC. Erich has been in the financial services industry since 2008. Erich is registered in 26 states and is a Certified Financial Planner. Erich has experience working with a variety of clients, including individuals, high-net-worth individuals, businesses, and charitable organizations. Erich specializes in financial planning, portfolio management, and investment consulting.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
INVESTMENT CONSULTING SERVICES TO INSTITUTIONAL CLIENTS
Unclaimed

Ameriprise Financial Services, LLC

location

Rockford, IL

experience

14 Years Experience

0 Disclosures

ADVISOR BIO

Erik Valenza is a financial advisor with Ameriprise Financial Services, LLC. Erik has been in the industry since 2010. Erik provides financial planning, portfolio management, and other investment advisory services to individuals, businesses, trusts and estates, corporations, charitable organizations, and pension and profit-sharing plans. Erik holds both a Series 7 and Series 65 license and is registered with the Financial Industry Regulatory Authority (FINRA) and the Securities and Exchange Commission (SEC).

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
ASSET ALLOCATION SERVICES
Publication of Financial Periodicals
Unclaimed

Robert W. Baird & Co. Inc.

location

Rockford, IL

experience

20 Years Experience

0 Disclosures

ADVISOR BIO

Erin Marie Calkins is a registered representative with Robert W. Baird & Co. Inc. in Rockford, Illinois, and has been in the securities industry since August 2005. Erin has a strong background in financial services, having worked with the firm for over 18 years. She holds Series 7, 66 and SIE licenses, and has registered as a broker-dealer in 31 states. Erin has also been involved in other businesses, serving on boards of directors and investment advisory committees.

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

Edward Jones | CFP ® (Certifications)

location

ROCKFORD, IL

experience

7 Years Experience

0 Disclosures

ADVISOR BIO

Erna Esther Colborn is a financial advisor at Edward Jones, with over 15 years of experience in the financial industry. Erna holds a Series 7, Series 66, and SIE licenses and is also a Certified Financial Planner. Erna focuses on providing financial planning, portfolio management, and selection of other advisors services to individuals and businesses. Erna is registered with the state of Illinois and with FINRA. Erna has been with Edward Jones since 2018 and is based in Rockford, IL.

SPECIALIZATIONS

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

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