-
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
Daniel Miller (CRD# 4797752) is an Investment Advisor Representative working at Usa Financial Securities Corporation in Red Oak, IA and has over 19 years of experience in the finance industry. Daniel Miller 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.
Jeffrey Morenz (CRD# 2187252) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Atlantic, IA and has over 32 years of experience in the finance industry.
Kyler Morgan (CRD# 6233207) is an Investment Advisor Representative working at Edward Jones in Atlantic, IA and has over 10 years of experience in the finance industry.
Alek Murphy (CRD# 6861094) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Council Bluffs, IA and has over 6 years of experience in the finance industry.
Christopher Nelson (CRD# 4342168) is an Investment Advisor Representative working at Financial Transparency in Atlantic, IA and has over 22 years of experience in the finance industry.
David Piatkowski (CRD# 2768027) is an Investment Advisor Representative working at Dickinson Investment Advisors in Council Bluffs, IA and has over 23 years of experience in the finance industry.
Jerrad Popp (CRD# 4449658) is an Investment Advisor Representative working at Primerica Advisors in Avoca, IA and has over 22 years of experience in the finance industry.
Matthew Portrey (CRD# 5052794) is an Investment Advisor Representative working at Edward Jones in Glenwood, IA and has over 17 years of experience in the finance industry.
Linda Primmer (CRD# 3015717) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Council Bluffs, IA and has over 26 years of experience in the finance industry.
Kaleb Robuck (CRD# 5928023) is an Investment Advisor Representative working at Usa Financial Securities Corporation in Red Oak, IA and has over 8 years of experience in the finance industry.