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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
Megan Hansen (CRD# 5770218) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Iowa Falls, IA and has over 12 years of experience in the finance industry.
Todd Havel (CRD# 4985149) is an Investment Advisor Representative working at Edward Jones in Grundy Center, IA and has over 18 years of experience in the finance industry.
Douglas Haverkamp (CRD# 1968915) is an Investment Advisor Representative working at Edward Jones in Iowa Falls, IA and has over 34 years of experience in the finance industry.
Brock Jacobson (CRD# 5537825) is an Investment Advisor Representative working at Edward Jones in Iowa Falls, IA and has over 15 years of experience in the finance industry.
Rachel Lewey (CRD# 6452901) is an Investment Advisor Representative working at Edward Jones in Iowa Falls, IA and has over 9 years of experience in the finance industry.
Daniel Marlow (CRD# 5142191) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Roland, IA and has over 17 years of experience in the finance industry.
Thomas McCoy (CRD# 1304065) is an Investment Advisor Representative working at Mml Investors Services, LLC in Marshalltown, IA and has over 37 years of experience in the finance industry.
William Raney (CRD# 2493393) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Geneva, IA and has over 29 years of experience in the finance industry. William Raney 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.
Ramon Reyes (CRD# 4973794) is an Investment Advisor Representative working at U.s. Bancorp Investments, Inc. in Marshalltown, IA and has over 18 years of experience in the finance industry.
Christopher Stauffer (CRD# 3098843) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Iowa Falls, IA and has over 25 years of experience in the finance industry.