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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 Knapp (CRD# 4329846) is an Investment Advisor Representative working at Avantax Planning Partners, Inc. in Algona, IA and has over 23 years of experience in the finance industry.
Leonard Langner (CRD# 1769373) is an Investment Advisor Representative working at Lpl Financial LLC in Spencer, IA and has over 36 years of experience in the finance industry.
Thad Lichter (CRD# 5703792) is an Investment Advisor Representative working at Avantax Planning Partners, Inc. in Algona, IA and has over 14 years of experience in the finance industry.
Sharon Lisac (CRD# 4521667) is an Investment Advisor Representative working at Northwest Wealth Management, LLC in Spencer, IA and has over 21 years of experience in the finance industry.
Cole Milbrath (CRD# 6635385) is an Investment Advisor Representative working at Lpl Financial LLC in Spirit Lake, IA and has over 7 years of experience in the finance industry. Cole Milbrath 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.
Levi Morris (CRD# 6064218) is an Investment Advisor Representative working at Lpl Financial LLC in Albert City, IA and has over 10 years of experience in the finance industry. Levi Morris 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.
Nicole Myer (CRD# 6750069) is an Investment Advisor Representative working at Avantax Planning Partners, Inc. in Algona, IA and has over 7 years of experience in the finance industry.
Craig Neiderheiser (CRD# 4828939) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Spencer, IA and has over 9 years of experience in the finance industry.
Richard Noah (CRD# 2046224) is an Investment Advisor Representative working at Lpl Financial LLC in Spencer, IA and has over 33 years of experience in the finance industry. Richard Noah 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.
Jeffrey Ploeger (CRD# 4177845) is an Investment Advisor Representative working at Northwest Wealth Management, LLC in Spirit Lake, IA and has over 23 years of experience in the finance industry.