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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
Jeanette Kenny (CRD# 1710484) is an Investment Advisor Representative working at Primerica Advisors in Council Bluffs, IA and has over 36 years of experience in the finance industry.
David Lawrence (CRD# 5611874) is an Investment Advisor Representative working at Edward Jones in Council Bluffs, IA and has over 15 years of experience in the finance industry.
Rian McGill (CRD# 4901924) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Council Bluffs, IA and has over 19 years of experience in the finance industry.
Alek Murphy (CRD# 6861094) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Council Bluffs, IA and has over 6 years of experience in the finance industry.
David Piatkowski (CRD# 2768027) is an Investment Advisor Representative working at Dickinson Investment Advisors in Council Bluffs, IA and has over 23 years of experience in the finance industry.
Linda Primmer (CRD# 3015717) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Council Bluffs, IA and has over 25 years of experience in the finance industry.
Thomas Umphreys (CRD# 5434370) is an Investment Advisor Representative working at Dickinson Investment Advisors in Council Bluffs, IA and has over 16 years of experience in the finance industry.
Stephen Urlaub (CRD# 6644426) is an Investment Advisor Representative working at Edward Jones in Council Bluffs, IA and has over 5 years of experience in the finance industry.
Linda Yates (CRD# 1413218) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Council Bluffs, IA and has over 36 years of experience in the finance industry. Linda Yates 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.
Tracy Hough (CRD# 4310923) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Council Bluffs, IA and has over 23 years of experience in the finance industry.