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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
Kacy Bass (CRD# 6460989) is an Investment Advisor Representative working at Clarity Asset Management, Inc. in Ames, IA and has over 9 years of experience in the finance industry. Kacy Bass 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.
Jay Black (CRD# 5996880) is an Investment Advisor Representative working at Eagle Strategies LLC in Ames, IA and has over 12 years of experience in the finance industry.
Michelle Blenderman (CRD# 4596249) is an Investment Advisor Representative working at Nations Financial Group, Inc. in Ames, IA and has over 21 years of experience in the finance industry.
Eric Bryan (CRD# 6907662) is an Investment Advisor Representative working at Edward Jones in Ames, IA and has over 5 years of experience in the finance industry.
Jonathan Close (CRD# 6074284) is an Investment Advisor Representative working at Edward Jones in Ames, IA and has over 11 years of experience in the finance industry.
Nevin Conlon (CRD# 6708883) is an Investment Advisor Representative working at Clarity Asset Management, Inc. in Ames, IA and has over 6 years of experience in the finance industry. Nevin Conlon 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.
Chad Cook (CRD# 5135137) is an Investment Advisor Representative working at Advice And Planning Services in Ames, IA and has over 17 years of experience in the finance industry.
Chad Copley (CRD# 4846414) is an Investment Advisor Representative working at Northwestern Mutual Investment Services,llc in Ames, IA and has over 19 years of experience in the finance industry.
Terry Cross (CRD# 1736280) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Ames, IA and has over 36 years of experience in the finance industry.
Daniel Divine (CRD# 2731289) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Ames, IA and has over 27 years of experience in the finance industry.