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Distance Only Ankeny, IA
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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
Michael Mathis (CRD# 2279918) is an Investment Advisor Representative working at U.s. Bancorp Investments, Inc. in Ankeny, IA and has over 31 years of experience in the finance industry.
Robert McCoy (CRD# 4579183) is an Investment Advisor Representative working at Avantax Planning Partners, Inc. in Ankeny, IA and has over 14 years of experience in the finance industry.
Mark McLaughlin (CRD# 4959300) is an Investment Advisor Representative working at Lincoln Financial Securities Corporation in Ankeny, IA and has over 18 years of experience in the finance industry.
James Odson (CRD# 2637937) is an Investment Advisor Representative working at Prudential Financial Planning Services in Ankeny, IA and has over 28 years of experience in the finance industry.
Kent Patterson (CRD# 6568182) is an Investment Advisor Representative working at Edward Jones in Ankeny, IA and has over 8 years of experience in the finance industry.
Phillip Ramsey (CRD# 5981032) is an Investment Advisor Representative working at Uncommon Wealth Partners, LLC in Ankeny, IA and has over 12 years of experience in the finance industry.
Todd Reinhardt (CRD# 2173493) is an Investment Advisor Representative working at Lpl Financial LLC in Ankeny, IA and has over 32 years of experience in the finance industry.
Lucus Scott (CRD# 5766509) is an Investment Advisor Representative working at Lpl Financial LLC in Ankeny, IA and has over 14 years of experience in the finance industry.
Darcy Stroinski (CRD# 2551192) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Ankeny, IA and has over 23 years of experience in the finance industry.
Andrew Stumbo (CRD# 6200584) is an Investment Advisor Representative working at Northwestern Mutual Investment Services,llc in Ankeny, IA and has over 10 years of experience in the finance industry.