-
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
Ryan Kriener (CRD# 5245145) is an Investment Advisor Representative working at Park Avenue Securities LLC in Cedar Falls, IA and has over 17 years of experience in the finance industry.
Jason Luders (CRD# 6041684) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Cedar Falls, IA and has over 11 years of experience in the finance industry.
Alexandra Lynch (CRD# 6683890) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Cedar Falls, IA and has over 6 years of experience in the finance industry.
Mark McCombs (CRD# 2777238) is an Investment Advisor Representative working at Lsb Wealth Management in Cedar Falls, IA and has over 27 years of experience in the finance industry. Mark McCombs 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.
Joyce Oaks (CRD# 4753783) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Cedar Falls, IA and has over 20 years of experience in the finance industry. Joyce Oaks 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.
Tony Patterson (CRD# 6233472) is an Investment Advisor Representative working at Mml Investors Services, LLC in Cedar Falls, IA and has over 10 years of experience in the finance industry. Tony Patterson 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.
Jason Reisdorph (CRD# 5478867) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Cedar Falls, IA and has over 16 years of experience in the finance industry.
Caleb Schmidt (CRD# 5970498) is an Investment Advisor Representative working at Dynamic Financial Group in Cedar Falls, IA and has over 11 years of experience in the finance industry.
Rick Schwartz (CRD# 826654) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Cedar Falls, IA and has over 25 years of experience in the finance industry.
Robert Shaw (CRD# 1929620) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Cedar Falls, IA and has over 34 years of experience in the finance industry.