Financial advisers in Geneva, Illinois
14 profiles with reported offices in Geneva, Illinois. Explore advisers’ roles, firms and public regulatory records.
Adviser profiles
Donald CummingsPrincipal/CCOBlue Haven CapitalCRD 1882353
John DornCheif Investment OfficerLeelyn SmithCRD 2561615
Charles HartmanInvestment adviser representativeLeelyn SmithCRD 2643962- Liane WarcupInvestment adviser representativeKlaas Financial Asset AdvisorsCRD 2898258
Ryan KahlenbergInvestment adviser representativeLeelyn SmithCRD 4302251
Jeffrey MartinPresident and Chief Compliance OfficerKDM Wealth ManagementCRD 5040957- Laura ChamnessInvestment adviser representativeLeelyn SmithCRD 5305513
- Andrew GriderPresidentLeelyn SmithCRD 5448972
- Makinzie StackInvestment adviser representativeLeelyn SmithCRD 6001292
- Karmen RittInvestment adviser representativeLeelyn SmithCRD 6572473
David SchlesselmanInvestment adviser representativeKDM Wealth ManagementCRD 6785404
Kevin KleinmanInvestment adviser representativeBlue Haven CapitalCRD 6895179
Sean PoquetteInvestment adviser representativeLeelyn SmithCRD 7787621- Maxwell MartinInvestment adviser representativeKDM Wealth ManagementCRD 7793484
Locations reflect the office in each adviser’s sourced profile, rather than their firm’s headquarters or the states where they hold registrations. Profiles without a reported office remain in the main directory. Source dates and links appear on each profile. How this directory is compiled.