-
Distance Metro area (25 miles)
-
COMPENSATION Either
-
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
Joni Steenhoek (CRD# 4954609) is an Investment Advisor Representative working at U.s. Bancorp Investments, Inc. in Ames, IA and has over 16 years of experience in the finance industry.
Michael Stensland (CRD# 2796072) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Blairsburg, IA and has over 27 years of experience in the finance industry.
Kelsey Summers (CRD# 5644462) is an Investment Advisor Representative working at Advice And Planning Services in Ames, IA and has over 14 years of experience in the finance industry.
David Suntken (CRD# 2214499) is an Investment Advisor Representative working at Ria Advisory Group, LLC in Ames, IA and has over 32 years of experience in the finance industry.
Troy Thompson (CRD# 1873172) is an Investment Advisor Representative working at First Heartland Consultants, Inc. in Boone, IA and has over 35 years of experience in the finance industry. Troy Thompson 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.
John Tillo (CRD# 3004975) is an Investment Advisor Representative working at Edward Jones in Ames, IA and has over 26 years of experience in the finance industry.
Kirk Tokheim (CRD# 3249439) is an Investment Advisor Representative working at Ae Wealth Management, LLC in Boone, IA and has over 24 years of experience in the finance industry.
Tanner Utley (CRD# 5886110) is an Investment Advisor Representative working at Nielsen Financial Management, Inc. in Fort Dodge, IA and has over 8 years of experience in the finance industry.
Courtney Vander Plaats (CRD# 6575300) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Webster City, IA and has over 8 years of experience in the finance industry.
Cierra Walding (CRD# 5758590) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Fort Dodge, IA and has over 13 years of experience in the finance industry. Cierra Walding 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.