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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
Christopher Wessels (CRD# 2696227) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Clear Lake, IA and has over 28 years of experience in the finance industry.
Brent Willis (CRD# 6258390) is an Investment Advisor Representative working at Principal Securities, Inc. in Mason City, IA and has over 10 years of experience in the finance industry.
Matthew Sonquist (CRD# 7256790) is an Investment Advisor Representative working at Edward Jones in Mason City, IA and has over 3 years of experience in the finance industry.
Gregory Braun (CRD# 7335499) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Mason City, IA and has over 2 years of experience in the finance industry.
Amy Dixon (CRD# 6631533) is an Investment Advisor Representative working at Lpl Financial LLC in Mason City, IA and has over 3 years of experience in the finance industry.
Charles Frein (CRD# 5064797) is an Investment Advisor Representative working at Principal Securities, Inc. in Mason City, IA and has over 4 years of experience in the finance industry.
Kassidy Gillen (CRD# 7289441) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Mason City, IA and has over 3 years of experience in the finance industry.
Holly Johnson (CRD# 7535012) is an Investment Advisor Representative working at Edward Jones in Mason City, IA and has 1 year of experience in the finance industry.
Stephanie Lyles (CRD# 6980475) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Mason City, IA and has over 3 years of experience in the finance industry.
Jason Miller (CRD# 7425070) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Iowa Falls, IA and has over 2 years of experience in the finance industry.