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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
Derek Parker (CRD# 5940953) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Coralville, IA and has over 12 years of experience in the finance industry.
Charles Puccio (CRD# 4334931) is an Investment Advisor Representative working at United Planners' Financial Services Of America A Limited Partner in Coralville, IA and has over 23 years of experience in the finance industry.
Adam Reutzel (CRD# 5911201) is an Investment Advisor Representative working at Advice And Planning Services in Coralville, IA and has over 12 years of experience in the finance industry.
Robert Robinson (CRD# 2259419) is an Investment Advisor Representative working at Lpl Financial LLC in Coralville, IA and has over 31 years of experience in the finance industry.
Jeffrey Rudolph (CRD# 4488334) is an Investment Advisor Representative working at Edward Jones in Coralville, IA and has over 22 years of experience in the finance industry.
Adam Schechinger (CRD# 5155866) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Coralville, IA and has over 17 years of experience in the finance industry.
James Scully (CRD# 6465316) is an Investment Advisor Representative working at Advice And Planning Services in Coralville, IA and has over 8 years of experience in the finance industry.
Kurt Vitense (CRD# 4764456) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Coralville, IA and has over 19 years of experience in the finance industry. Kurt Vitense 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.
Tyler Fridrich (CRD# 6092913) is an Investment Advisor Representative working at Lpl Financial LLC in Coralville, IA and has over 2 years of experience in the finance industry.
Adela Hunter (CRD# 7169173) is an Investment Advisor Representative working at Edward Jones in Coralville, IA and has over 4 years of experience in the finance industry.