Profundus GmbH Competitors

We help our clients bridge the gap between their financial assets AND living a life of fulfillment and balance. We objectively advise clients on retirement, investment, college and insurance planning. Brad Rosley, CFP®, has been providing financial solutions to his client’s since 1986. He is the founder and President of FFG which opened in Glen Ellyn in 1996. He graduated from the University of Iowa in 1986 with a Bachelor’s Degree in Finance. He has been a Certified Financial Planner since 1990 and helping individuals with their financial decisions for over 25 years. Brad is a long standing member of the Financial Planning Association of Illinois (FPA®) holding several offices over the years. In 2009 he served as President and Chairman of the Board in 2010 of the 1,100 member Illinois Chapter of the FPA®. Cris Kalivas, CFP® began her career in financial services in 1987 on a municipal bond trading desk. She became the Head National Underwriter and underwrote hundred's of millions of debt for municipalities across the country. She transitioned to financial planning and now speaks frequently to groups on day to day financial issues as well as investments, taxes, insurance and retirement savings as well as running her financial planning practice. Her greatest desire is to educate and empower her clients. She holds a BA in Public Administration from Drake University and the professional designation of a Certified Financial Planner (CFP®). She is also a member of the Financial Planners Association of Illinois. Along with financial planning, Cris is actively involved with Young Life, Booster's, Cross Fit and spending time with her husband, four children and black lab, Sammy.

At Investor Services, our team is focused on building an ultra-secure real-time always-on API platform for establishing and transacting Private Funds, Retirement, and Taxable accounts for Individuals, Advisors, and Institutions.

CMG - Capital Markets Group, Inc. Since 1979, Family Business Owners have successfully trusted us to assist and advise them in the sale, recapitalization and generational transition of their privately-held companies. Over 40+ years of experience means we've developed personal access to literally hundreds of national and worldwide financing and acquisition sources. These direct relationships provide our clients multiple, pre-screened, well-qualified, and targeted financing/acquisition potential candidates to pick from without having to go door-to-door or simply responding to a single inquiry at a time. Capital Markets Group, Inc.'s 40+ years of experience gives our clients the ability to foresee opportunities and resolve problems to reach the best results.