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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
Chad Ericson (CRD# 4124580) is an Investment Advisor Representative working at Rda Financial Network in Akron, IA and has over 24 years of experience in the finance industry.
Cynthia Agnes (CRD# 4244827) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Sioux City, IA and has over 23 years of experience in the finance industry.
James Augustine (CRD# 1915966) is an Investment Advisor Representative working at Rbc Capital Markets, LLC in Dakota Dunes, SD and has over 34 years of experience in the finance industry.
Steven Ballard (CRD# 3114400) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Dakota Dunes, SD and has over 25 years of experience in the finance industry. Steven Ballard 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.
Kelsey Bankey (CRD# 5369431) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Dakota Dunes, SD and has over 13 years of experience in the finance industry. Kelsey Bankey 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.
Patrick Berger (CRD# 5553215) is an Investment Advisor Representative working at Principal Securities, Inc. in N Sioux City, SD and has over 15 years of experience in the finance industry.
Gwen Berkenpas (CRD# 4077019) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Le Mars, IA and has over 16 years of experience in the finance industry.
Gail Bivens-Rose (CRD# 3078565) is an Investment Advisor Representative working at Robert W. Baird & Company Incorporated in Sioux City, IA and has over 25 years of experience in the finance industry.
Joshua Boomsma (CRD# 5787011) is an Investment Advisor Representative working at U.s. Bancorp Investments, Inc. in Sioux City, IA and has over 13 years of experience in the finance industry.
Jeff Brower (CRD# 2054633) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Sioux City, IA and has over 33 years of experience in the finance industry.