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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
Jeffrey Haupts (CRD# 6010186) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Eagle Grove, IA and has over 12 years of experience in the finance industry.
Letitia Anderson (CRD# 3271729) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Fort Dodge, IA and has over 24 years of experience in the finance industry.
William Bertran (CRD# 2240774) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Webster City, IA and has over 31 years of experience in the finance industry.
James Brandt (CRD# 3030371) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Humboldt, IA and has over 18 years of experience in the finance industry.
Tony Christensen (CRD# 2165673) is an Investment Advisor Representative working at Edward Jones in Humboldt, IA and has over 32 years of experience in the finance industry.
Erin Christian (CRD# 5983787) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Webster City, IA and has over 12 years of experience in the finance industry.
Zachary Clark (CRD# 6804323) is an Investment Advisor Representative working at Northwest Wealth Management, LLC in Fort Dodge, IA and has over 6 years of experience in the finance industry.
Lowell Cornwell (CRD# 3117673) is an Investment Advisor Representative working at Avantax Planning Partners, Inc. in Fort Dodge, IA and has over 25 years of experience in the finance industry.
Tracy Crimmins (CRD# 5413966) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Fort Dodge, IA and has over 12 years of experience in the finance industry.
Eric Dawson (CRD# 2521839) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Webster City, IA and has over 29 years of experience in the finance industry.