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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
Kyle Thompson (CRD# 6598283) is an Investment Advisor Representative working at Leetown Advisors in Ankeny, IA and has over 7 years of experience in the finance industry.
Annette Utterback (CRD# 2136808) is an Investment Advisor Representative working at Lsb Wealth Management in Ankeny, IA and has over 33 years of experience in the finance industry.
Allison Ver Steegt (CRD# 6738850) is an Investment Advisor Representative working at Edward Jones in Ankeny, IA and has over 7 years of experience in the finance industry.
Christopher Winand (CRD# 4691635) is an Investment Advisor Representative working at Invesco Advisers, Inc. in Ankeny, IA and has over 20 years of experience in the finance industry. Christopher Winand 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.
Amy Wright (CRD# 6389526) is an Investment Advisor Representative working at Lsb Wealth Management in Ankeny, IA and has over 9 years of experience in the finance industry.
Travis Allen (CRD# 6637692) is an Investment Advisor Representative working at Custom Wealth Planners in Ankeny, IA and has over 7 years of experience in the finance industry. Travis Allen 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.
Jakeb Bakken (CRD# 7268427) is an Investment Advisor Representative working at Edward Jones in Ankeny, IA and has over 3 years of experience in the finance industry.
Clay Budach (CRD# 6947070) is an Investment Advisor Representative working at Custom Wealth Planners in Ankeny, IA and has over 3 years of experience in the finance industry. Clay Budach 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.
Kerry Curran (CRD# 7675011) is an Investment Advisor Representative working at Edward Jones in Ankeny, IA and has 1 year of experience in the finance industry.
Thomas Desousa (CRD# 6820783) is an Investment Advisor Representative working at Lpl Financial LLC in Ankeny, IA and has over 6 years of experience in the finance industry.