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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
Andrew Murdoch (CRD# 5575143) is an Investment Advisor Representative working at Edward Jones in Ames, IA and has over 15 years of experience in the finance industry.
Richard Nelson (CRD# 2765913) is an Investment Advisor Representative working at Lpl Financial LLC in Ames, IA and has over 27 years of experience in the finance industry.
Megan Niffenegger (CRD# 5664895) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Ames, IA and has over 11 years of experience in the finance industry.
Charles Orngard (CRD# 3144781) is an Investment Advisor Representative working at Lpl Financial LLC in Ames, IA and has over 25 years of experience in the finance industry.
Mitchel Peterson (CRD# 2913288) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Ames, IA and has over 26 years of experience in the finance industry.
Andra Reason (CRD# 6630443) is an Investment Advisor Representative working at Mercer Global Advisors Inc. in Ames, IA and has 1 year of experience in the finance industry. Andra Reason 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.
Karla Sexton (CRD# 2791641) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Ames, IA and has over 22 years of experience in the finance industry.
Richard Smith (CRD# 2608336) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Ames, IA and has over 28 years of experience in the finance industry.
Nicholas Stanley (CRD# 5383115) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Ames, IA and has over 11 years of experience in the finance industry.
Joni Steenhoek (CRD# 4954609) is an Investment Advisor Representative working at U.s. Bancorp Investments, Inc. in Ames, IA and has over 16 years of experience in the finance industry.