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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
Lawrence Mayer (CRD# 6385182) is an Investment Advisor Representative working at Avantax Planning Partners, Inc. in Dubuque, IA and has over 9 years of experience in the finance industry.
Steven McDonough (CRD# 6752285) is an Investment Advisor Representative working at Wealth Enhancement Advisory Services, LLC in Dubuque, IA and has over 7 years of experience in the finance industry.
Stephanie Mettille (CRD# 6908751) is an Investment Advisor Representative working at Avantax Planning Partners, Inc. in Dubuque, IA and has over 6 years of experience in the finance industry.
Michael Meyer (CRD# 2305043) is an Investment Advisor Representative working at Lpl Financial LLC in Dubuque, IA and has over 31 years of experience in the finance industry.
Sharon Meyer (CRD# 6411482) is an Investment Advisor Representative working at Edward Jones in Dubuque, IA and has over 9 years of experience in the finance industry.
Anthony Monaghan (CRD# 6474200) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Manchester, IA and has over 8 years of experience in the finance industry.
Leo Monaghan (CRD# 1506048) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Manchester, IA and has over 37 years of experience in the finance industry.
Michael Montag (CRD# 2700325) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Dubuque, IA and has over 24 years of experience in the finance industry. Michael Montag 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.
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.