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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
Mindie Molina (CRD# 6426436) is an Investment Advisor Representative working at Aegis Wealth Management, Inc. in Guthrie Center, IA and has over 10 years of experience in the finance industry.
Jeffrey Morenz (CRD# 2187252) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Atlantic, IA and has over 32 years of experience in the finance industry.
Kyler Morgan (CRD# 6233207) is an Investment Advisor Representative working at Edward Jones in Atlantic, IA and has over 10 years of experience in the finance industry.
Christopher Nelson (CRD# 4342168) is an Investment Advisor Representative working at Financial Transparency in Atlantic, IA and has over 22 years of experience in the finance industry.
Clayton Netusil (CRD# 2210941) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Carroll, IA and has over 32 years of experience in the finance industry.
Shannon Obert (CRD# 4347550) is an Investment Advisor Representative working at Principal Advised Services in Coon Rapids, IA and has over 19 years of experience in the finance industry.
Jerrad Popp (CRD# 4449658) is an Investment Advisor Representative working at Primerica Advisors in Avoca, IA and has over 22 years of experience in the finance industry.
Suzanne Porske (CRD# 6663682) is an Investment Advisor Representative working at Aegis Wealth Management, Inc. in Guthrie Center, IA and has over 8 years of experience in the finance industry.
Matt Ramaekers (CRD# 1978383) is an Investment Advisor Representative working at Principal Securities, Inc. in Carroll, IA and has over 34 years of experience in the finance industry. Matt Ramaekers 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.
Timothy Rial (CRD# 2694910) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Carroll, IA and has over 28 years of experience in the finance industry.