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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
Ruth Sears (CRD# 6481312) is an Investment Advisor Representative working at Edward Jones in Atlantic, IA and has over 4 years of experience in the finance industry.
Mark Smith (CRD# 1313566) is an Investment Advisor Representative working at Principal Securities, Inc. in Atlantic, IA and has over 39 years of experience in the finance industry. Mark Smith 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.
Thomas Umphreys (CRD# 5434370) is an Investment Advisor Representative working at Dickinson Investment Advisors in Council Bluffs, IA and has over 16 years of experience in the finance industry.
Kaintrel Unger (CRD# 6636876) is an Investment Advisor Representative working at Edward Jones in Missouri Valley, IA and has over 7 years of experience in the finance industry.
Stephen Urlaub (CRD# 6644426) is an Investment Advisor Representative working at Edward Jones in Council Bluffs, IA and has over 5 years of experience in the finance industry.
Zachary Wiges (CRD# 1357523) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Atlantic, IA and has over 38 years of experience in the finance industry.
Jackie Wright (CRD# 1490595) is an Investment Advisor Representative working at Edward Jones in Red Oak, IA and has over 36 years of experience in the finance industry.
Linda Yates (CRD# 1413218) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Council Bluffs, IA and has over 36 years of experience in the finance industry. Linda Yates 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.
David Carbaugh (CRD# 5111114) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Red Oak, IA and has over 17 years of experience in the finance industry.
Thomas Gross (CRD# 6795446) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Atlantic, IA and has over 5 years of experience in the finance industry.