Advisor at Investments By Design, Inc
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Investments By Design, Inc
Location
Galena, IL 61036
Credentials
ChFC®, Series 63, Series 66
Industry experience
17 years
Fixed fees for specific financial planning services (e.g., $255 for Investment Planning, Retirement Planning, Estate Planning; $170 for Insurance, Tax, Education Planning)
1.25% annually
Hourly fees at $85 per hour; financial planning services approximately $170-$255 per service
Fee-only: Hourly fees ranging from $85 per hour; specific financial planning services priced between $170 and $255
Investments by Design, Inc (163070)
2012 - Present (14 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
CFP®, Series 66
Galena, IL
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CFP®, Series 66
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Edward Jones
CFP®, Series 66
Dubuque, IA
Edward Jones
CFA®, Series 63
Elizabeth, IL
McDevitt & Bird Investment Management Co
CFP®, Series 63, Series 65
Galena, IL
Benchmark Capital Group Ltd.
Series 65
Dubuque, IA
Rosemeyer Management Group
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