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Tower Trust & Investment Company
Keith Bonjour
Senior Vice President & Portfolio Manager
CFP®
Location
Davenport,IA
Compensation
Fee Only
FORM Wealth Advisors, LLC
Tyson Ray
CEO & Founding Partner
CFP® +1
Location
Lake Geneva,WI
Compensation
Fee Only
Praetorian Guard
Richard Hewitt
President
CFP®
Location
Carmel,CA
Compensation
Fee Only
LPL Financial LLC
Lori Miller
Wealth Mngr/Financial Planner/Registered Principal
CFP®, MS, CPCU
Location
Denver,CO
Compensation
Commission and Fee
Abacus Financial Planning, LLC
Dr. Katy Cook
Principal
CFP®, CDFA®, PhD
Location
Kirkland,WA
Compensation
Fee Only
Carriere Financial Planning
Paul Carriere
Financial Planner
CFP®
Location
Colorado Springs,CO
Compensation
Fee Only
Black Diamond Planners
John Duckworth
Principal
CFP®
Location
Downers Grove,IL
Compensation
Commission and Fee
Wegner Asset Management, LLC
Shannon Wegner
Fee Only Fiduciary
CFP®
Location
Middleton,WI
Compensation
Fee Only
Michael Resnick
MR
CFP®
Location
Northbrook,IL
Compensation
Commission and Fee
PJS Investment Management
Jason Lacey
Executive Vice President - Wealth Adviser
CFP®, CFA®, AEP®
Location
Cedarburg,WI
Compensation
Fee Only
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