Profilo
Ms. Joanne K.
Topham is Financial Planner at Leonetti & Associates LLC.
Ms. joined Leonetti & Associates in 1997.
She has a wealth of experience with two Chicago-based community banks as a senior vice president primarily working with retail banking clients.
She graduated from Marquette University with a bachelor's degree in finance, and earned a master of business administration from Loyola University with a major in international management.
She is also a graduate of the Graduate School of Banking in Madison, Wisconsin.
Joanne received the CFP certification in 1992 from the Certified Financial Planner Board of Standards, Inc. Joanne is a Registered Investment Advisor Representative, a NAPFA - Registered Financial Advisor and a member of the Financial Planning Association.
Precedenti posizioni note di Joanne K. Topham
| Società | Posizione | Fine |
|---|---|---|
Leonetti & Associates LLC
 Leonetti & Associates LLC Investment ManagersFinance Founded by Michael Leonetti in 1982, Leonetti & Associates LLC is a registered investment advisor located in Buffalo Grove, Illinois. The firm's principal owners are Michael Leonetti and Summer Wealth Management LLC. The principal owners of Summer Wealth Management LLC are Affiliated Wealth Partners Holdings LLC and LEP Realization Feeder, LP through intermediaries. Leonetti & Associates provides investment management and financial planning services to individuals, families, professionals and business owners. ^ | Corporate Officer/Principal | - |
Formazione di Joanne K. Topham
| Marquette University | Undergraduate Degree |
| Loyola University of Chicago | Masters Business Admin |
Esperienze
Posizioni ricoperte
Attive
Inattive
Società quotate in Borsa
Aziende private
Relazioni
Relazioni di 1° grado
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
| Aziende private | 1 |
|---|---|
Leonetti & Associates LLC
Leonetti & Associates LLC Investment ManagersFinance Founded by Michael Leonetti in 1982, Leonetti & Associates LLC is a registered investment advisor located in Buffalo Grove, Illinois. The firm's principal owners are Michael Leonetti and Summer Wealth Management LLC. The principal owners of Summer Wealth Management LLC are Affiliated Wealth Partners Holdings LLC and LEP Realization Feeder, LP through intermediaries. Leonetti & Associates provides investment management and financial planning services to individuals, families, professionals and business owners. ^ | Finance |
- Borsa valori
- Insiders
- Joanne K. Topham
