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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
Benjamin Fortune (CRD# 4238654) is an Investment Advisor Representative working at U.s. Bancorp Investments, Inc. in Iowa City, IA and has over 23 years of experience in the finance industry.
Joby Frey (CRD# 6318695) is an Investment Advisor Representative working at Equitable Advisors, LLC in Cedar Rapids, IA and has over 9 years of experience in the finance industry.
David Funke (CRD# 1505949) is an Investment Advisor Representative working at On Investment Management Co in Cedar Rapids, IA and has over 37 years of experience in the finance industry.
Deborah Gertsen (CRD# 723011) is an Investment Advisor Representative working at Lpl Financial LLC in Cedar Rapids, IA and has over 43 years of experience in the finance industry.
Kandace Gordy (CRD# 4328218) is an Investment Advisor Representative working at Cwm, LLC in Cedar Rapids, IA and has over 20 years of experience in the finance industry.
Kalvin Grabau-Keele (CRD# 5049297) is an Investment Advisor Representative working at Northwestern Mutual Investment Services,llc in Cedar Rapids, IA and has over 18 years of experience in the finance industry.
Christopher Graw (CRD# 4667544) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Cedar Rapids, IA and has over 20 years of experience in the finance industry. Christopher Graw 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.
Rebecca Greene (CRD# 4491649) is an Investment Advisor Representative working at Choreo, LLC in Cedar Rapids, IA and has over 19 years of experience in the finance industry.
Margaret Grimmer (CRD# 6757865) is an Investment Advisor Representative working at Edward Jones in Iowa City, IA and has over 7 years of experience in the finance industry.