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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
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.
Paul Miller (CRD# 1010813) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Maquoketa, IA and has over 42 years of experience in the finance industry.
Cassandre Mlakar (CRD# 5223940) is an Investment Advisor Representative working at Lpl Financial LLC in Shannon, IL and has over 16 years of experience in the finance industry.
Michael Montag (CRD# 2700325) is an Investment Advisor Representative working at Osaic Wealth, Inc. in East Dubuque, IL 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.
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.
Christopher Noel (CRD# 5699337) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Maquoketa, IA and has over 14 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.
Terri Raymond (CRD# 4314854) is an Investment Advisor Representative working at Edward Jones in Maquoketa, IA and has over 11 years of experience in the finance industry.
Douglas Riedl (CRD# 3165287) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Lena, IL and has over 24 years of experience in the finance industry.