Allison Kolar

FINANCIAL INSTRUMENT PROVIDER at Brownson, Rehmus & Foxworth
  • Claim this Profile
Contact Information
us****@****om
(386) 825-5501
Location
Grayslake, Illinois, United States, US
Languages
  • English -

Topline Score

Topline score feature will be out soon.

Bio

Generated by
Topline AI

You need to have a working account to view this content.
You need to have a working account to view this content.

Credentials

  • CERTIFIED FINANCIAL PLANNER™ practitioner
    Certified Financial Planner Board of Standards

Experience

    • United States
    • Financial Services
    • 1 - 100 Employee
    • FINANCIAL INSTRUMENT PROVIDER
      • Feb 2008 - Present

      I received My BS in Economics from the University of Illinois. I am a CERTIFIED FINANCIAL PLANNER™ practitioner. I received My BS in Economics from the University of Illinois. I am a CERTIFIED FINANCIAL PLANNER™ practitioner.

    • Switzerland
    • Banking
    • 700 & Above Employee
    • Wealth Management Advisor
      • Sep 2004 - Jan 2008

      I was part of a team providing financial planning services to high net worth families. Prior to my four years at Credit Suisse ,I also worked for two fee-only financial planners providing comprehensive planning services to families and individuals. I was part of a team providing financial planning services to high net worth families. Prior to my four years at Credit Suisse ,I also worked for two fee-only financial planners providing comprehensive planning services to families and individuals.

    • United States
    • Wellness and Fitness Services
    • 700 & Above Employee
    • Financial Advisor
      • Jul 1992 - Aug 2004

    • United States
    • Financial Services
    • 700 & Above Employee
    • Financial Advisor
      • Oct 1988 - Jun 1992

Education

  • University of Illinois System
    BS in Economics, Economics
    1983 - 1987

Community

You need to have a working account to view this content. Click here to join now