Jeff Prentice, CFP®, CLU, ChFC, CFS, REBC - Registered Representative
Jeff, Grew up in Oswego IL, and graduated from Western Illinois University with a degree in finance while attending on a football scholarship. After Graduation, he started his career in the insurance and financial services industry. In 1994, he started Prentice Financial Services, Inc. Since he started in the industry, Jeff has had a strong commitment to continued education, and believes it shows his commitment to his clients' success. Jeff specializes in working with individuals and business owners who are serious about their financial futures.
Jeff has earned the following designations and Certifications:
- CFP® certification: Certified Financial Planner™. A comprehensive program covering all aspects of Financial Planning. The CFP® certification is one of the most recognized certifications in the industry. To learn more about CERTIFIED FIANCIAL PLANNER Board of Standards Inc. click here to visit their web site. Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP , which it awards to individuals who successfully complete their initial and ongoing certification requirements.
- CLU/ChFC: Chartered Life Underwriter and Chartered Financial Consultant. Advance course work in the application of insurance and financial products in the personal, business and estate planning market. To learn about the courses visit the CLU/ChFC web site.
- CFS: Certified Fund Specialist. Coursework in the development and management of investments and portfolio's.
Jeff is also a member of various organizations:
- MDRT: The premier association of insurance and financial professionals. MDRT is an international organization of the world's best insurance and financial service professionals from 74 countries. Qualifying member 1998,2000,2001,2002, Court of the table for 2003. Click here to learn more about MDRT.
- PRG: Premier Resource Group. Nationwide network of insurance and financial professionals from around the country with the purpose of sharing ideas in the advance planning markets.
- BEI: Business Exitplanning Institute. An organization dedicated to helping business owners maximize the value of their business, through strategic planning. To learn more about the benefits of exit planning visit www.exitplanning.com.*
- FPA: Member Financial Planners Association since 1996.
- NAIFA : Member National Association of Insurance and Financial Advisors since 1988.
- SFSP: Member Society of Financial Service Professionals since 1996.
Jeff lives in Oswego with his wife Ellen and their two daughters Brittany and Stephanie. In his free time he enjoys golfing, fishing and hunting.
Registered Representative - Securian Financial Services, Inc.
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