-
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
Sara Bulman (CRD# 5914520) is an Investment Advisor Representative working at Primerica Advisors in Decorah, IA and has over 12 years of experience in the finance industry.
Ryan Burras (CRD# 6458287) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Decorah, IA and has over 8 years of experience in the finance industry.
Richard Cuvelier (CRD# 1320101) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Decorah, IA and has over 39 years of experience in the finance industry.
Tracy Dostal (CRD# 2683038) is an Investment Advisor Representative working at Lpl Financial LLC in Decorah, IA and has over 28 years of experience in the finance industry. Tracy Dostal 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.
Londa Grinna (CRD# 4406340) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Decorah, IA and has over 22 years of experience in the finance industry. Londa Grinna 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.
Justin Gullekson (CRD# 2638311) is an Investment Advisor Representative working at Lpl Financial LLC in Decorah, IA and has over 28 years of experience in the finance industry. Justin Gullekson 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.
Deanne Krull (CRD# 3198016) is an Investment Advisor Representative working at Lpl Financial LLC in Decorah, IA and has over 24 years of experience in the finance industry.
Amanda Kupka (CRD# 5918485) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Decorah, IA and has over 5 years of experience in the finance industry.
Jeffrey Olinger (CRD# 5128230) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Decorah, IA and has over 17 years of experience in the finance industry.
Matthew Olson (CRD# 5434093) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Decorah, IA and has over 16 years of experience in the finance industry.