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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
Kevin Eslick (CRD# 6029823) is an Investment Advisor Representative working at M Holdings Securities, Inc. in Waterloo, IA and has over 11 years of experience in the finance industry.
Cheryl Farrell (CRD# 1474879) is an Investment Advisor Representative working at Lpl Financial LLC in Clarksville, IA and has over 24 years of experience in the finance industry. Cheryl Farrell 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.
Nolan Farwell (CRD# 4983567) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Waterloo, IA and has over 15 years of experience in the finance industry.
Chase Felchle (CRD# 6210927) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Waterloo, IA and has over 10 years of experience in the finance industry.
Erich Feller (CRD# 6074652) is an Investment Advisor Representative working at Principal Securities, Inc. in Charles City, IA and has over 11 years of experience in the finance industry. Erich Feller 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 Feller (CRD# 1807994) is an Investment Advisor Representative working at Principal Securities, Inc. in Charles City, IA and has over 18 years of experience in the finance industry. William Feller 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.
Daniel Fencl (CRD# 1430404) is an Investment Advisor Representative working at Fencl Advisory Services LLC in Cedar Falls, IA and has over 38 years of experience in the finance industry.
Steven Flack (CRD# 2774660) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Cedar Falls, IA and has over 27 years of experience in the finance industry.
Andrew Fober (CRD# 5189698) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Cedar Falls, IA and has over 16 years of experience in the finance industry.
Adam Folkerts (CRD# 5149538) is an Investment Advisor Representative working at Mml Investors Services, LLC in Waverly, IA and has over 17 years of experience in the finance industry.