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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
Daniel Moore (CRD# 6206060) is an Investment Advisor Representative working at Wells Fargo Advisors in Dubuque, IA and has over 10 years of experience in the finance industry.
Kathryn Moran (CRD# 5029925) is an Investment Advisor Representative working at Steele Capital Management, Inc. in Dubuque, IA and has over 10 years of experience in the finance industry.
Michelle Murdock (CRD# 6434019) is an Investment Advisor Representative working at Avantax Advisory Services in Dubuque, IA and has over 8 years of experience in the finance industry.
Kevin Oconnor (CRD# 5625535) is an Investment Advisor Representative working at Avantax Planning Partners, Inc. in Dubuque, IA and has over 15 years of experience in the finance industry.
Brian Ormord (CRD# 2470919) is an Investment Advisor Representative working at Lpl Financial LLC in Dubuque, IA and has over 27 years of experience in the finance industry.
Michael Osgood (CRD# 5426196) is an Investment Advisor Representative working at Lpl Financial LLC in Dubuque, IA and has over 16 years of experience in the finance industry.
Dawn Otting (CRD# 6236260) is an Investment Advisor Representative working at Steele Capital Management, Inc. in Dubuque, IA and has over 10 years of experience in the finance industry.
Michael Poppen (CRD# 4851279) is an Investment Advisor Representative working at Lpl Financial LLC in Dubuque, IA and has over 19 years of experience in the finance industry.
Bruce Primeau (CRD# 4324497) is an Investment Advisor Representative working at Avantax Planning Partners, Inc. in Dubuque, IA and has over 23 years of experience in the finance industry. Bruce Primeau 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.
Raymond Quint (CRD# 1809185) is an Investment Advisor Representative working at Weitzel Financial Services, Inc. in Dubuque, IA and has over 36 years of experience in the finance industry.