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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
Mark Tholl (CRD# 2290346) is an Investment Advisor Representative working at Wealthspan Partners, LLC in Davenport, IA and has over 31 years of experience in the finance industry. Mark Tholl 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.
Daniel Timmons (CRD# 2928722) is an Investment Advisor Representative working at Edward Jones in Davenport, IA and has over 26 years of experience in the finance industry.
John Timmons (CRD# 4963037) is an Investment Advisor Representative working at Edward Jones in Davenport, IA and has over 18 years of experience in the finance industry.
Andrew Trasowech (CRD# 4170556) is an Investment Advisor Representative working at Robert W. Baird & Company Incorporated in Davenport, IA and has over 23 years of experience in the finance industry.
Joseph Verdi (CRD# 2524465) is an Investment Advisor Representative working at Robert W. Baird & Company Incorporated in Davenport, IA and has over 29 years of experience in the finance industry.
Sydney Verdi Samuelson (CRD# 6661808) is an Investment Advisor Representative working at Robert W. Baird & Company Incorporated in Davenport, IA and has over 5 years of experience in the finance industry.
David Waugh (CRD# 3173735) is an Investment Advisor Representative working at Principal Securities, Inc. in Davenport, IA and has over 25 years of experience in the finance industry.
James Wegener (CRD# 4649197) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Davenport, IA and has over 18 years of experience in the finance industry.
Steven Wilger (CRD# 2845175) is an Investment Advisor Representative working at Stratos Wealth Partners, Ltd in Davenport, IA and has over 27 years of experience in the finance industry.
Cody Williams (CRD# 6421751) is an Investment Advisor Representative working at Wealthspan Partners, LLC in Davenport, IA and has over 7 years of experience in the finance industry.