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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
Amy Cooper (CRD# 2662174) is an Investment Advisor Representative working at Lpl Financial LLC in Cascade, IA and has over 26 years of experience in the finance industry. Amy Cooper 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.
Brad Ludwig (CRD# 4560382) is an Investment Advisor Representative working at Edward Jones in Cascade, IA and has over 21 years of experience in the finance industry.
Jacob Westhoff (CRD# 7071656) is an Investment Advisor Representative working at Edward Jones in Cascade, IA and has 1 year of experience in the finance industry.
Marsha Abbott (CRD# 4802967) is an Investment Advisor Representative working at Edward Jones in Dubuque, IA and has over 19 years of experience in the finance industry.
Colin Allison (CRD# 4638956) is an Investment Advisor Representative working at Empower Advisory Group, LLC in Dubuque, IA and has over 20 years of experience in the finance industry.
Timothy Augustine (CRD# 2373135) is an Investment Advisor Representative working at Avantax Planning Partners, Inc. in Dubuque, IA and has over 30 years of experience in the finance industry. Timothy Augustine 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.
Brian Aunan (CRD# 4460039) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Maquoketa, IA and has over 22 years of experience in the finance industry.
Thomas Barton (CRD# 4096067) is an Investment Advisor Representative working at Wells Fargo Advisors in Dubuque, IA and has over 24 years of experience in the finance industry.
Mark Beckman (CRD# 3152139) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Manchester, IA and has over 25 years of experience in the finance industry.
Carolyn Bennett (CRD# 1073277) is an Investment Advisor Representative working at Nbc Securities, Inc. in Dubuque, IA and has over 41 years of experience in the finance industry.