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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
Mathew Driscoll (CRD# 4425889) is an Investment Advisor Representative working at Principal Securities, Inc. in Cedar Falls, IA and has over 22 years of experience in the finance industry. Mathew Driscoll 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.
Rae Dugan (CRD# 4253904) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Cedar Falls, IA and has over 11 years of experience in the finance industry.
Jana Eilderts (CRD# 5343812) is an Investment Advisor Representative working at Edward Jones in Cedar Falls, IA and has over 16 years of experience in the finance industry.
Daniel Fencl (CRD# 1430404) is an Investment Advisor Representative working at Fencl Advisory Services LLC in Cedar Falls, IA and has over 38 years of experience in the finance industry.
Steven Flack (CRD# 2774660) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Cedar Falls, IA and has over 27 years of experience in the finance industry.
Andrew Fober (CRD# 5189698) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Cedar Falls, IA and has over 16 years of experience in the finance industry.
Aaron Fopma (CRD# 6927167) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Iowa Falls, IA and has over 5 years of experience in the finance industry.
Rebecca Foss (CRD# 6638584) 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.
Kenneth Frost (CRD# 5918595) is an Investment Advisor Representative working at Primerica Advisors in Cedar Falls, IA and has over 12 years of experience in the finance industry.
Matthew Gary (CRD# 2333859) is an Investment Advisor Representative working at U.s. Bancorp Investments, Inc. in Cedar Falls, IA and has over 30 years of experience in the finance industry.