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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
Lisa Cassidy (CRD# 7198625) is an Investment Advisor Representative working at Aegis Wealth Management, Inc. in Guthrie Center, IA and has over 4 years of experience in the finance industry.
Wyatt Gauchat (CRD# 7293407) is an Investment Advisor Representative working at True Wealth Nation in Carroll, IA and has over 3 years of experience in the finance industry.
Thomas Gross (CRD# 6795446) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Atlantic, IA and has over 5 years of experience in the finance industry.
Sean Haluska (CRD# 7491152) is an Investment Advisor Representative working at Edward Jones in Carroll, IA and has over 2 years of experience in the finance industry.
Elvis Hass (CRD# 7584171) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Atlantic, IA and has 1 year of experience in the finance industry.
Anthony Hough (CRD# 2173127) is an Investment Advisor Representative working at Lpl Financial LLC in Harlan, IA and has over 32 years of experience in the finance industry.
Laura Hutter (CRD# 7415672) is an Investment Advisor Representative working at Aegis Wealth Management, Inc. in Guthrie Center, IA and has over 2 years of experience in the finance industry.
Jeremiah Johnson (CRD# 6031449) is an Investment Advisor Representative working at Modern Wealth Management, LLC in Glidden, IA and has over 8 years of experience in the finance industry.
Dana Kitchen (CRD# 7688304) is an Investment Advisor Representative working at Edward Jones in Carroll, IA and has 1 year of experience in the finance industry.
Daulton Maassen (CRD# 7452839) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Walnut, IA and has over 2 years of experience in the finance industry.