-
Distance Metro area (25 miles)
-
COMPENSATION Either
-
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
Stacey Koeppen (CRD# 5017263) is an Investment Advisor Representative working at Edward Jones in Ankeny, IA and has over 10 years of experience in the finance industry.
Christine Korte (CRD# 2951523) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Ames, IA and has over 26 years of experience in the finance industry. Christine Korte 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.
Steven Larson (CRD# 4577948) is an Investment Advisor Representative working at Clarity Asset Management, Inc. in Ames, IA and has over 23 years of experience in the finance industry.
Tam Le (CRD# 6285824) is an Investment Advisor Representative working at Edward Jones in Ankeny, IA and has over 10 years of experience in the finance industry.
Shelley Magnani (CRD# 2132078) is an Investment Advisor Representative working at Lpl Financial LLC in Ames, IA and has over 32 years of experience in the finance industry. Shelley Magnani 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.
Daniel Marlow (CRD# 5142191) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Roland, IA and has over 17 years of experience in the finance industry.
Craig Marrs (CRD# 1330321) is an Investment Advisor Representative working at Mercer Global Advisors Inc. in Ames, IA and has over 39 years of experience in the finance industry. Craig Marrs 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.
Michael Mathis (CRD# 2279918) is an Investment Advisor Representative working at U.s. Bancorp Investments, Inc. in Ankeny, IA and has over 31 years of experience in the finance industry.
Kyle Matzen (CRD# 6175544) is an Investment Advisor Representative working at Edward Jones in Polk City, IA and has over 10 years of experience in the finance industry.
Donald McFarland (CRD# 1663794) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Ames, IA and has over 25 years of experience in the finance industry.