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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
Richard Nelson (CRD# 2765913) is an Investment Advisor Representative working at Lpl Financial LLC in Ames, IA and has over 27 years of experience in the finance industry.
John Nielsen (CRD# 4462616) is an Investment Advisor Representative working at Nielsen Financial Management, Inc. in Fort Dodge, IA and has over 22 years of experience in the finance industry. John Nielsen 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.
Megan Niffenegger (CRD# 5664895) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Ames, IA and has over 11 years of experience in the finance industry.
Brock Norton (CRD# 5866744) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Fort Dodge, IA and has over 13 years of experience in the finance industry.
Charles Orngard (CRD# 3144781) is an Investment Advisor Representative working at Lpl Financial LLC in Ames, IA and has over 25 years of experience in the finance industry.
Perry Overton (CRD# 6161302) is an Investment Advisor Representative working at Edward Jones in Boone, IA and has over 11 years of experience in the finance industry.
Kole Petersen (CRD# 5250732) is an Investment Advisor Representative working at Lpl Financial LLC in Fort Dodge, IA and has over 13 years of experience in the finance industry.
Mitchel Peterson (CRD# 2913288) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Ames, IA and has over 26 years of experience in the finance industry.
Gabriel Pettit (CRD# 6870505) is an Investment Advisor Representative working at Edward Jones in Fort Dodge, IA and has over 6 years of experience in the finance industry.
Andra Reason (CRD# 6630443) is an Investment Advisor Representative working at Mercer Global Advisors Inc. in Ames, IA and has 1 year of experience in the finance industry. Andra Reason 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.