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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
Jay Theis (CRD# 4532713) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Spirit Lake, IA and has over 21 years of experience in the finance industry.
Scott Trautman (CRD# 5469297) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Spirit Lake, IA and has over 16 years of experience in the finance industry.
Eric Van Der Heide (CRD# 6511174) is an Investment Advisor Representative working at Northwest Wealth Management, LLC in Spencer, IA and has over 8 years of experience in the finance industry.
Jason Vande Brake (CRD# 5377918) is an Investment Advisor Representative working at Northwest Wealth Management, LLC in Spencer, IA and has over 16 years of experience in the finance industry.
Jason Vote (CRD# 4420825) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Worthington, MN and has over 22 years of experience in the finance industry.
Wade Wacker (CRD# 2145660) is an Investment Advisor Representative working at Wacker & Associates, Inc. in Jackson, MN and has over 32 years of experience in the finance industry. Wade Wacker 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.
Douglas Wagner (CRD# 2453842) is an Investment Advisor Representative working at Edward Jones in Estherville, IA and has over 29 years of experience in the finance industry.
Mark Wilkinson (CRD# 6262990) is an Investment Advisor Representative working at Edward Jones in Spencer, IA and has over 10 years of experience in the finance industry.
Adam Wolff (CRD# 4277793) is an Investment Advisor Representative working at Lpl Financial LLC in Jackson, MN and has over 23 years of experience in the finance industry.
Nicholas Anderson (CRD# 7608927) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Spencer, IA and has 1 year of experience in the finance industry.