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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
Brett Adams (CRD# 2666626) is an Investment Advisor Representative working at Edward Jones in Carroll, IA and has over 17 years of experience in the finance industry.
Michael Allen (CRD# 873728) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Harlan, IA and has over 44 years of experience in the finance industry.
Jeffrey Boes (CRD# 1682064) is an Investment Advisor Representative working at Northwestern Mutual Investment Services,llc in Carroll, IA and has over 36 years of experience in the finance industry.
Gordon Campbell (CRD# 6374489) is an Investment Advisor Representative working at Aegis Wealth Management, Inc. in Guthrie Center, IA and has over 9 years of experience in the finance industry.
Deborah Davis (CRD# 5617707) is an Investment Advisor Representative working at Edward Jones in Harlan, IA and has over 15 years of experience in the finance industry.
Craig Dozark (CRD# 5781485) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Denison, IA and has over 13 years of experience in the finance industry.
Jonathan Durr (CRD# 6590932) 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.
Joseph Ferguson (CRD# 6628390) is an Investment Advisor Representative working at Edward Jones in Denison, IA and has over 7 years of experience in the finance industry.
Jimmy Fish (CRD# 6374704) is an Investment Advisor Representative working at Aegis Wealth Management, Inc. in Guthrie Center, IA and has over 9 years of experience in the finance industry.
Erin Freund (CRD# 4630939) is an Investment Advisor Representative working at Principal Securities, Inc. in Shenandoah, IA and has over 17 years of experience in the finance industry. Erin Freund 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.