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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
Brian Aukes (CRD# 2712193) is an Investment Advisor Representative working at Brokers Financial in Urbandale, IA and has over 28 years of experience in the finance industry.
Daniel Bachman (CRD# 1968179) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Urbandale, IA and has over 34 years of experience in the finance industry. Daniel Bachman 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.
Michael Barratt (CRD# 4220817) is an Investment Advisor Representative working at Avantax Planning Partners, Inc. in Urbandale, IA and has over 23 years of experience in the finance industry.
Brian Becker (CRD# 5779822) is an Investment Advisor Representative working at Edward Jones in Urbandale, IA and has over 13 years of experience in the finance industry.
Chad Borsheim (CRD# 6568148) is an Investment Advisor Representative working at Primerica Advisors in Urbandale, IA and has over 8 years of experience in the finance industry.
Joseph Boyle (CRD# 4786879) is an Investment Advisor Representative working at Voya Financial Advisors, Inc. in Williamsport, PA and has over 35 years of experience in the finance industry along with BS degree in Accounting from Penn State and an MBA from Bucknell University.
Stephen Canakes (CRD# 1026974) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Urbandale, IA and has over 41 years of experience in the finance industry. Stephen Canakes 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.
Gary Carlson (CRD# 1407436) is an Investment Advisor Representative working at Nations Financial Group, Inc. in Urbandale, IA and has over 38 years of experience in the finance industry.
Brett Ciarlo (CRD# 1645949) is an Investment Advisor Representative working at Brokers Financial in Urbandale, IA and has over 16 years of experience in the finance industry.
Lance Clauson (CRD# 4430300) is an Investment Advisor Representative working at Global Retirement Partners LLC in Urbandale, IA and has over 22 years of experience in the finance industry.