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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
Justin Schultes (CRD# 6616839) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Vinton, IA and has over 7 years of experience in the finance industry. Justin Schultes 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.
Donald Smith (CRD# 5929814) is an Investment Advisor Representative working at Edward Jones in Grinnell, IA and has over 11 years of experience in the finance industry.
Dustin Smith (CRD# 3072706) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Grinnell, IA and has over 25 years of experience in the finance industry.
Kevin Smith (CRD# 4846084) is an Investment Advisor Representative working at Principal Securities, Inc. in Montezuma, IA and has over 19 years of experience in the finance industry.
Brian Sokol (CRD# 5648071) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Toledo, IA and has over 14 years of experience in the finance industry. Brian Sokol 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.
Dean Studer (CRD# 1892386) is an Investment Advisor Representative working at Edward Jones in Vinton, IA and has over 35 years of experience in the finance industry.
Willis Wulf (CRD# 1569839) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Williamsburg, IA and has over 36 years of experience in the finance industry.
Jennifer Bryant (CRD# 7206382) is an Investment Advisor Representative working at Avantax Advisory Services in Grinnell, IA and has over 3 years of experience in the finance industry.
Paige Carlson (CRD# 7777210) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Grinnell, IA and has 1 year of experience in the finance industry.
Christopher Perez (CRD# 7233196) is an Investment Advisor Representative working at Edward Jones in Williamsburg, IA and has over 3 years of experience in the finance industry.