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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
Michele McCarty-Woods (CRD# 2261080) is an Investment Advisor Representative working at Brokers Financial in Panora, IA and has over 16 years of experience in the finance industry.
Mindie Molina (CRD# 6426436) is an Investment Advisor Representative working at Aegis Wealth Management, Inc. in Guthrie Center, IA and has over 10 years of experience in the finance industry.
Jeffrey Nelson (CRD# 2140961) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Carroll, IA and has over 33 years of experience in the finance industry.
Clayton Netusil (CRD# 2210941) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Carroll, IA and has over 32 years of experience in the finance industry.
Sybil Poage (CRD# 2381007) is an Investment Advisor Representative working at Lpl Financial LLC in Jefferson, IA and has over 30 years of experience in the finance industry.
Suzanne Porske (CRD# 6663682) is an Investment Advisor Representative working at Aegis Wealth Management, Inc. in Guthrie Center, IA and has over 8 years of experience in the finance industry.
Matt Ramaekers (CRD# 1978383) is an Investment Advisor Representative working at Principal Securities, Inc. in Carroll, IA and has over 34 years of experience in the finance industry. Matt Ramaekers 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.
Timothy Rial (CRD# 2694910) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Carroll, IA and has over 28 years of experience in the finance industry.
Amy Riddle (CRD# 5725959) is an Investment Advisor Representative working at Primerica Advisors in Carroll, IA and has over 14 years of experience in the finance industry.
Stephen Roe (CRD# 1341313) is an Investment Advisor Representative working at Principal Securities, Inc. in Panora, IA and has over 39 years of experience in the finance industry.