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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
Jennifer Daughetee (CRD# 5050182) is an Investment Advisor Representative working at Avantax Planning Partners, Inc. in Dubuque, IA and has over 18 years of experience in the finance industry.
Devon Douvikas (CRD# 6623346) is an Investment Advisor Representative working at Lpl Financial LLC in Dubuque, IA and has over 5 years of experience in the finance industry.
Gavin Doyle (CRD# 4909634) is an Investment Advisor Representative working at Lpl Financial LLC in Galena, IL and has over 18 years of experience in the finance industry.
David Eaton (CRD# 2258742) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Darlington, WI and has over 31 years of experience in the finance industry.
Kelly Edmonds (CRD# 6018834) is an Investment Advisor Representative working at Avantax Advisory Services in Dubuque, IA and has over 12 years of experience in the finance industry.
Joseph Evanovich (CRD# 5267644) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Dubuque, IA and has over 16 years of experience in the finance industry.
Michael Fleege (CRD# 2107497) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Dubuque, IA and has over 33 years of experience in the finance industry. Michael Fleege 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.
Mark Frederick (CRD# 4500276) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Dubuque, IA and has over 21 years of experience in the finance industry.
Anthony Fury (CRD# 6028499) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Dubuque, IA and has over 11 years of experience in the finance industry. Anthony Fury 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.
Scott Goins (CRD# 5060181) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Dubuque, IA and has over 17 years of experience in the finance industry.