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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
Katy Guinn (CRD# 6738576) is an Investment Advisor Representative working at Northwest Wealth Management, LLC in Spencer, IA and has over 6 years of experience in the finance industry.
Mitchell Hauskins (CRD# 3232967) is an Investment Advisor Representative working at Scf Investment Advisors, Inc. in Swea City, IA and has over 24 years of experience in the finance industry.
Matthew Higgins (CRD# 4304561) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Spirit Lake, IA and has over 23 years of experience in the finance industry.
James Horst (CRD# 3080075) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Spencer, IA and has over 25 years of experience in the finance industry. James Horst 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.
Dean Jacobsen (CRD# 6429693) is an Investment Advisor Representative working at Northwest Wealth Management, LLC in Spencer, IA and has over 9 years of experience in the finance industry. Dean Jacobsen 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.
Andrew Jansen (CRD# 5668718) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Algona, IA and has over 14 years of experience in the finance industry.
Alex Johnson (CRD# 5874851) is an Investment Advisor Representative working at Northwest Wealth Management, LLC in Spencer, IA and has over 11 years of experience in the finance industry. Alex Johnson 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.
Kaitlyn Johnson (CRD# 6091774) is an Investment Advisor Representative working at Edward Jones in Spirit Lake, IA and has over 9 years of experience in the finance industry.
Bruce Keith (CRD# 5191971) is an Investment Advisor Representative working at Edward Jones in Algona, IA and has over 17 years of experience in the finance industry.
Joni Kellen (CRD# 6435440) is an Investment Advisor Representative working at Northwest Wealth Management, LLC in Spencer, IA and has over 9 years of experience in the finance industry. Joni Kellen 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.