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Distance Metro area (25 miles)
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COMPENSATION Either
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DESIGNATIONS
- CFA = Chartered Financial Analyst
- CFP = Certified Financial Planner
- ChFC = Chartered Financial Consultant
- CIMA = Certified Investment Management Analyst
- CDFA = Certified Divorce Financial Analyst
- CPA = Certified Public Accountant
- PFS = Personal Financial Specialist
- CFP
- CFA
- ChFC
- CDFA
- CPA
- CIMA
- PFS
Mark McCombs (CRD# 2777238) is an Investment Advisor Representative working at Lsb Wealth Management in Cedar Falls, IA and has over 27 years of experience in the finance industry. Mark McCombs has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
William McIntee (CRD# 3179359) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Waterloo, IA and has over 25 years of experience in the finance industry.
Casey McLaughlin (CRD# 1267410) is an Investment Advisor Representative working at Lpl Financial LLC in Waterloo, IA and has over 39 years of experience in the finance industry.
Joshua Mercurio (CRD# 6325232) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Waterloo, IA and has over 7 years of experience in the finance industry.
David Messina (CRD# 6304925) is an Investment Advisor Representative working at Lpl Financial LLC in Waverly, IA and has over 9 years of experience in the finance industry.
Patricia Monat (CRD# 1781524) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Waterloo, IA and has over 36 years of experience in the finance industry. Patricia Monat has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Robert Moore (CRD# 5638410) is an LPL Investment Advisor Representative in Cedar Falls, IA and has over 9 years of experience in the finance industry.
Matthew Mummelthei (CRD# 6425181) is an Investment Advisor Representative working at Edward Jones in New Hampton, IA and has over 7 years of experience in the finance industry.
Isaiah Mundell (CRD# 6507704) is an Investment Advisor Representative working at Wells Fargo Advisors in Waterloo, IA and has over 5 years of experience in the finance industry.
James Mundell (CRD# 2702405) is an Investment Advisor Representative working at Wells Fargo Advisors in Waterloo, IA and has over 28 years of experience in the finance industry.