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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
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.
Tricia De Haan (CRD# 5219013) is an Investment Advisor Representative working at Cwm, LLC in Pella, IA and has over 3 years of experience in the finance industry.
Phyllis Debuhr-Mazour (CRD# 3008744) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Marshalltown, IA and has over 26 years of experience in the finance industry.
Russell Feldman (CRD# 2361082) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Marshalltown, IA and has over 30 years of experience in the finance industry.
Dakota Hills (CRD# 7253307) is an Investment Advisor Representative working at Edward Jones in Pella, IA and has over 3 years of experience in the finance industry.
Chad Klyn (CRD# 7773351) is an Investment Advisor Representative working at Avantax Planning Partners, Inc. in Pella, IA and has 1 year of experience in the finance industry.
Kaurie Marinkovich (CRD# 7753189) is an Investment Advisor Representative working at Edward Jones in Pella, 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.
Tyler Peschong (CRD# 6638442) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Marshalltown, IA and has over 3 years of experience in the finance industry.