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

Choreo, LLC | CFP ® (Certifications)

location

ROCKFORD, IL

0 Disclosures

ADVISOR BIO

Ryan Flynn is a financial advisor in the state of Washington, offering advisory services through Choreo, LLC. He specializes in financial planning, pension consulting and portfolio management. Ryan is a Certified Financial Planner™ professional, who has been in the financial industry since 2004. He has worked with Russell Investments and RSM US Wealth Management before joining Choreo, LLC.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
ADVISORY SERVICES INCLUDING INVESTMENT REVIEW AND REPORTING OF NON-MANAGED ASSETS AND RETIREMENT PLAN SERVICES TO PLANS
Unclaimed

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

location

ROCKFORD, IL

0 Disclosures

ADVISOR BIO

Ryan Gregory Monette is a financial advisor with Savant Wealth Management, a firm that manages more than $50 billion in assets. Ryan is a Certified Financial Planner™ and a Chartered Financial Consultant. Ryan has been a registered representative since November 8, 2011, and is licensed in Illinois.

SPECIALIZATIONS

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

ROCKFORD, IL

experience

12 Years Experience

0 Disclosures

ADVISOR BIO

Ryan Wesley Jeffrey is a financial advisor with Edward Jones. Ryan has been in the financial services industry since 2013. Ryan is registered with the state of Illinois and Texas. Ryan offers financial planning, pension consulting, and portfolio management services.

SPECIALIZATIONS

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

ROCKFORD, IL

0 Disclosures

ADVISOR BIO

Samuel Spector Nelson is a registered Investment Advisor Representative with Choreo, LLC. Samuel has been in the industry since June 2015 and has a Series 7, Series 66 and SIE licenses. Samuel is a member of the state of Florida and has been employed with Choreo, LLC since December 2022. Samuel has experience in working with insurance companies, charitable organizations, high net worth individuals, pension and profit sharing plans, corporations, individuals other than high net worth and other individuals. Samuel provides investment review, financial planning, retirement plan services, selection of other advisors, and portfolio management for individuals and businesses.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
ADVISORY SERVICES INCLUDING INVESTMENT REVIEW AND REPORTING OF NON-MANAGED ASSETS AND RETIREMENT PLAN SERVICES TO PLANS
Unclaimed

Savant Wealth Management | CFP ® (Certifications)

location

ROCKFORD, IL

0 Disclosures

ADVISOR BIO

Sarah Anne Nolte is a financial advisor registered in Iowa and has been in the industry since 2014. Sarah Nolte is currently employed by Savant Wealth Management, a firm that manages more than $50 billion in assets. The firm provides services to a variety of clients, including individuals, families, businesses, and charitable organizations. Sarah Nolte is a Certified Financial Planner and specializes in financial planning, pension consulting, educational seminars, and portfolio management.

SPECIALIZATIONS

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

Ameriprise Financial Services, LLC

location

ROCKFORD, IL

experience

23 Years Experience

0 Disclosures

ADVISOR BIO

Sarah Marie Johnson is a financial advisor with over 20 years of experience in the industry. Sarah is currently registered with Ameriprise Financial Services, LLC in Illinois and Texas. Prior to joining Ameriprise, Sarah worked with VALIC FINANCIAL ADVISORS, INC. and AIG RETIREMENT ADVISORS, INC. Sarah is dedicated to providing comprehensive financial planning and investment management services to individuals, families, and businesses.

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

Savant Wealth Management | CFP ® (Certifications)

location

ROCKFORD, IL

0 Disclosures

ADVISOR BIO

Sarah Beth Specht is a financial advisor with Savant Wealth Management, with over 7 years of experience in the financial services industry. Sarah Beth Specht has a Series 63, Series 65, and a Series 6 license. Sarah Beth Specht is also a Certified Financial Planner. Sarah Beth Specht has previously worked at Ausdal Financial Partners, Inc., World Trend Financial Planning Services, Ltd., and Northwestern Mutual Investment Services, LLC.

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

location

ROCKFORD, IL

0 Disclosures

ADVISOR BIO

Scott V Williams is an investment advisor representative at Savant Wealth Management in Rockford, Illinois. Scott is licensed to offer investment advisory services in Illinois. Scott has a strong background in the financial services industry, having worked previously at LPL Financial LLC and BMO Harris Financial Advisors, Inc. Scott holds the Series 6, Series 63, and Series 65 licenses. Scott has been working in the financial services industry since May 2012. Scott specializes in working with individuals, businesses, charitable organizations, and pension and profit-sharing plans. Scott is committed to providing his clients with personalized financial advice and guidance.

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. | CFP ® (Certifications)

location

Rockford, IL

experience

28 Years Experience

0 Disclosures

ADVISOR BIO

Scott Alan Johnson is a financial advisor with Robert W. Baird & Co. Inc.. Scott has over 25 years of experience in the financial industry, and is registered to provide investment advice in 26 states, including Florida, Illinois, Texas, and Wisconsin. Scott also holds the Series 7, 24 and 63 licenses. In addition, he has earned the Certified Financial Planner designation. Scott is a member of the Eagle Education Fund board and Treasurer. He has also authored books on financial planning.

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

Savant Wealth Management | CFP ® (Certifications)

location

ROCKFORD, IL

0 Disclosures

ADVISOR BIO

Scott Demler is a financial advisor with Savant Wealth Management. Scott is a Certified Financial Planner with over 14 years of experience in the financial services industry. Scott is a registered representative in the state of Illinois and has passed both the Series 7 and the Series 66 exams. Scott has a background in providing financial advice to individuals, families, and businesses. Scott specializes in financial planning, investment management, retirement planning, and estate planning. Prior to joining Savant Wealth Management, Scott worked with Edward Jones.

SPECIALIZATIONS

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

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