Distance Metro area (25 miles)
- 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
Jason Schlepphorst (CRD# 4592505) is an Investment Advisor Representative working at Lincoln Financial Securities Corporation in Altoona, IA and has over 14 years of experience in the finance industry.
Brian McKibban (CRD# 5400733) is an Investment Advisor Representative working at Cliftonlarsonallen Wealth Advisors, LLC in West Des Moines, IA and has 15 years of experience in the finance industry. Brian McKibban 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 putclients' interests first and comply with the Financial Planning...