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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
Cory Bringle (CRD# 5010677) is an Investment Advisor Representative working at First Trust Advisors LP in North Liberty, IA and has over 18 years of experience in the finance industry.
Andrew Charipar (CRD# 6635650) is an Investment Advisor Representative working at Tryon Investments, LLC in North Liberty, IA and has over 7 years of experience in the finance industry.
Ryan Harvey (CRD# 4822164) is an Investment Advisor Representative working at State Farm Investment Management Corp. in North Liberty, IA and has over 19 years of experience in the finance industry.
Brent Hawkins (CRD# 6414752) is an Investment Advisor Representative working at Wealth Enhancement Advisory Services, LLC in North Liberty, IA and has over 8 years of experience in the finance industry.
David Lane (CRD# 6373550) is an Investment Advisor Representative working at David James Financial in North Liberty, IA and has over 9 years of experience in the finance industry.
Dirk Ockerlander (CRD# 2642024) is an Investment Advisor Representative working at Lpl Financial LLC in North Liberty, IA and has over 26 years of experience in the finance industry.
Michael Tryon (CRD# 5738385) is an Investment Advisor Representative working at Tryon Investments, LLC in North Liberty, IA and has over 13 years of experience in the finance industry.
Travis Whitmore (CRD# 6335822) is an Investment Advisor Representative working at Edward Jones in North Liberty, IA and has over 9 years of experience in the finance industry.
Jonathan Abdo (CRD# 6578092) is an Investment Advisor Representative working at Creative Planning in North Liberty, IA and has over 7 years of experience in the finance industry. Jonathan Abdo 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.
David Senkyr (CRD# 4311689) is an Investment Advisor Representative working at David James Financial in North Liberty, IA and has over 21 years of experience in the finance industry. David Senkyr 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.