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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
Jacob Rosalez (CRD# 6973323) is an Investment Advisor Representative working at Avantax Advisory Services in Dubuque, IA and has over 4 years of experience in the finance industry.
Reagan Rosalez (CRD# 7439869) is an Investment Advisor Representative working at Avantax Planning Partners, Inc. in Dubuque, IA and has 1 year of experience in the finance industry.
Cheyanne Schmitt (CRD# 7265942) is an Investment Advisor Representative working at Lpl Financial LLC in Dubuque, IA and has 1 year of experience in the finance industry.
Lynn Schmitt (CRD# 7697281) is an Investment Advisor Representative working at Lpl Financial LLC in Dubuque, IA and has 1 year of experience in the finance industry.
Melissa Schmitt (CRD# 6203570) is an Investment Advisor Representative working at Avantax Advisory Services in Dubuque, IA and has over 4 years of experience in the finance industry.
Emily Schwendinger (CRD# 7721535) is an Investment Advisor Representative working at Wealth Enhancement Advisory Services, LLC in Dubuque, IA and has 1 year of experience in the finance industry.
Tyler Sippel (CRD# 7721648) is an Investment Advisor Representative working at Wealth Enhancement Advisory Services, LLC in Dubuque, IA and has 1 year of experience in the finance industry.
Trent Steines (CRD# 5854680) is an Investment Advisor Representative working at Steele Capital Management, Inc. in Dubuque, IA and has over 13 years of experience in the finance industry.
Matthew Stewart (CRD# 7580257) is an Investment Advisor Representative working at Lpl Financial LLC in Dubuque, IA and has 1 year of experience in the finance industry.
Zach Van Sambeek (CRD# 7686976) is an Investment Advisor Representative working at Avantax Planning Partners, Inc. in Dubuque, IA and has 1 year of experience in the finance industry.