Anthony Gaiffe (CRD# 3234775) is an Investment Advisor Representative working at Accel Wealth Management in Cedar Rapids, IA and has over 24 years of experience in the finance industry. Anthony Gaiffe 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.
CRD# 5362122
Cedar Point Capital Partners, LLC
CRD# 4525922
Lpl Financial LLC
CRD# 4187389
Ameriprise Financial Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Brokers International Financial Services | Waverly, IA | Mar 2019 - Current | 5 |
| Accel Wealth Management | Cedar Rapids, IA | Mar 2019 - Current | 5 |
| Premier Advisors | Cedar Rapids, IA | May 2013 - Nov 2019 | 6 |
| Ameritas Investment Corp | Lincoln, NE | May 2013 - Mar 2019 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Aug 1999 |
| S65 | NASAA Investment Advisors Law Examination | Nov 2000 |
- IA
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Total Assets Under Management947MILLIONS
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Total Number of Accounts2,140ACCOUNTS
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Average Account Value$442,679
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
AZ, FL, IA, IL, MN, MO, TX, WI
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