-
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
James Stephenson (CRD# 6036824) is an Investment Advisor Representative working at Green Belt Bank & Trust in Iowa Falls, IA and has over 12 years of experience in the finance industry.
Michael Truesdell (CRD# 5348743) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Iowa Falls, IA and has over 16 years of experience in the finance industry.
Tanner Utley (CRD# 5886110) is an Investment Advisor Representative working at Nielsen Financial Management, Inc. in Fort Dodge, IA and has over 8 years of experience in the finance industry.
Courtney Vander Plaats (CRD# 6575300) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Webster City, IA and has over 8 years of experience in the finance industry.
Cierra Walding (CRD# 5758590) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Fort Dodge, IA and has over 13 years of experience in the finance industry. Cierra Walding 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.
Baileigh Ashbrook (CRD# 7183266) is an Investment Advisor Representative working at Lpl Financial LLC in Fort Dodge, IA and has over 3 years of experience in the finance industry.
Meredith Bargfrede (CRD# 7502209) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Webster City, IA and has 1 year of experience in the finance industry.
John Brandt (CRD# 7349446) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Webster City, IA and has over 2 years of experience in the finance industry.
Mark Chingren (CRD# 1557279) is an Investment Advisor Representative working at Spc in Fort Dodge, IA and has over 37 years of experience in the finance industry.
Edward Doyle (CRD# 7284650) is an Investment Advisor Representative working at Lpl Financial LLC in Fort Dodge, IA and has over 3 years of experience in the finance industry.