Nicole David, Financial Advisor with Blackhawk Investment & Retirement Services, has attained the CFP® certification, the standard in financial planning, and has been authorized by CFP Board to use the CERTIFIED FINANCIAL PLANNER™ and CFP® certification marks.
David, a Western Illinois University alumnae, started with Blackhawk Bank & Trust in 2016 and joined the Blackhawk Investment and Retirement Services team** in July 2019. She also holds her SIE, Series 7 and 66 securities registrations and Life & Health Insurance licenses.
For 50 years, CERTIFIED FINANCIAL PLANNER™ certification has been the standard of excellence for financial planners. CFP® professionals have met extensive training and experience requirements, and commit to CFP Board's ethical standards that require them to put their clients' interests first.
The certification is attained by individuals who have met the rigorous experience and ethical requirements of CFP Board, including successfully completing financial planning coursework at an accredited college or university and passing the 6-hour comprehensive CFP® certification exam. The exam covers the following areas: Professional Conduct and Regulations, General Principles of Financial Planning, Risk Management and Insurance Planning, Investment Planning, Tax Planning, Retirement Savings and Income Planning, Estate Planning and Psychology of Financial Planning.
To learn more about Nicole and our Investment Services team, visit https://choosethechief.com/trust-and-investment/investment-services/.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks. For more about CFP Board, visit www.CFP.net.
**Securities and insurance products are offered through Cetera Investment Services LLC (doing insurance business in CA as CFG STC Insurance Agency LLC), member FINRA/SIPC. Advisory services are offered through Cetera Investment Advisers LLC. Neither firm is affiliated with the financial institution where investment services are offered. 2009 E 10th
Ave, Milan, IL 62164 (309)-787-9518
Investments: • Are not FDIC/NCUSIF insured • May lose value • Are not financial institution guaranteed • Are not a deposit • Are not insured by any federal government agency.