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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 Beckman (CRD# 3152139) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Manchester, IA and has over 25 years of experience in the finance industry.
Christian Brokaw (CRD# 5654506) is an Investment Advisor Representative working at Edward Jones in Monticello, IA and has over 14 years of experience in the finance industry.
Amy Cooper (CRD# 2662174) is an Investment Advisor Representative working at Lpl Financial LLC in Cascade, IA and has over 26 years of experience in the finance industry. Amy Cooper 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.
Nicholas Dennie (CRD# 5638224) is an Investment Advisor Representative working at Lpl Financial LLC in Winthrop, IA and has over 14 years of experience in the finance industry.
Tammy Feldmann Kelchen (CRD# 6214550) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Manchester, IA and has over 10 years of experience in the finance industry.
James Fisher (CRD# 2454054) is an Investment Advisor Representative working at Edward Jones in Manchester, IA and has over 30 years of experience in the finance industry.
Brian Gogel (CRD# 4431453) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Monticello, IA and has over 22 years of experience in the finance industry.
Brent Hinerichsen (CRD# 2334218) is an Investment Advisor Representative working at Principal Securities, Inc. in Dyersville, IA and has over 30 years of experience in the finance industry.
Alan Keltner (CRD# 4122363) is an Investment Advisor Representative working at Avantax Planning Partners, Inc. in Manchester, IA and has over 24 years of experience in the finance industry.
Marc Kerscher (CRD# 2179368) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Monticello, IA and has over 32 years of experience in the finance industry.