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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
Letitia Anderson (CRD# 3271729) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Fort Dodge, IA and has over 24 years of experience in the finance industry.
Sarah Anthofer (CRD# 4420604) is an Investment Advisor Representative working at Global Retirement Partners LLC in West Des Moines, IA and has over 10 years of experience in the finance industry.
Kacy Bass (CRD# 6460989) is an Investment Advisor Representative working at Clarity Asset Management, Inc. in Ames, IA and has over 9 years of experience in the finance industry. Kacy Bass 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.
Keith Berg (CRD# 1685183) is an Investment Advisor Representative working at Lpl Financial LLC in Ogden, IA and has over 36 years of experience in the finance industry.
William Bertran (CRD# 2240774) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Webster City, IA and has over 31 years of experience in the finance industry.
Jay Black (CRD# 5996880) is an Investment Advisor Representative working at Eagle Strategies LLC in Ames, IA and has over 12 years of experience in the finance industry.
Michelle Blenderman (CRD# 4596249) is an Investment Advisor Representative working at Nations Financial Group, Inc. in Ames, IA and has over 21 years of experience in the finance industry.
Joyce Brady (CRD# 5075655) is an Investment Advisor Representative working at Lpl Financial LLC in Clive, IA and has over 16 years of experience in the finance industry.
Eric Bryan (CRD# 6907662) is an Investment Advisor Representative working at Edward Jones in Ames, IA and has over 6 years of experience in the finance industry.
Erin Christian (CRD# 5983787) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Webster City, IA and has over 12 years of experience in the finance industry.