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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
Derek Sargent (CRD# 5536618) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Adair, IA and has over 15 years of experience in the finance industry.
Jon Schuttinga (CRD# 6778497) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Denison, IA and has over 6 years of experience in the finance industry.
Ruth Sears (CRD# 6481312) is an Investment Advisor Representative working at Edward Jones in Atlantic, IA and has over 5 years of experience in the finance industry.
John Sklenar (CRD# 2825549) is an Investment Advisor Representative working at True Wealth Nation in Carroll, IA and has over 27 years of experience in the finance industry. John Sklenar 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.
Nicholas Sklenar (CRD# 6117618) is an Investment Advisor Representative working at True Wealth Nation in Carroll, IA and has over 11 years of experience in the finance industry. Nicholas Sklenar 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.
Ann Slechta (CRD# 5374100) is an Investment Advisor Representative working at Lpl Financial LLC in Carroll, IA and has over 16 years of experience in the finance industry.
Janet Smith (CRD# 5225524) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Manning, IA and has over 17 years of experience in the finance industry.
Mark Smith (CRD# 1313566) is an Investment Advisor Representative working at Principal Securities, Inc. in Atlantic, IA and has over 39 years of experience in the finance industry. Mark Smith 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.
Joshua Stephens (CRD# 6602106) 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.
Diane Stewart (CRD# 5425431) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Harlan, IA and has over 16 years of experience in the finance industry.