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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
Erin Ort (CRD# 4569292) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Clear Lake, IA and has over 21 years of experience in the finance industry.
Jeremy Peters (CRD# 4171838) is an Investment Advisor Representative working at Commonwealth Financial Network in Mason City, IA and has over 23 years of experience in the finance industry.
Spenser Rahm (CRD# 5792536) is an Investment Advisor Representative working at Lpl Financial LLC in Clear Lake, IA and has over 13 years of experience in the finance industry.
Richard Ryan (CRD# 5828789) is an Investment Advisor Representative working at Rda Financial Network in Mason City, IA and has over 13 years of experience in the finance industry.
Thomas Sernett (CRD# 4211165) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Mason City, IA and has over 23 years of experience in the finance industry. Thomas Sernett 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.
Daniel Sokolowski (CRD# 2183868) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Clear Lake, IA and has over 15 years of experience in the finance industry.
Diane Sokolowski (CRD# 2995562) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Clear Lake, IA and has over 24 years of experience in the finance industry.
Jason Stierman (CRD# 4934808) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Clear Lake, IA and has over 18 years of experience in the finance industry. Jason Stierman 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.
David Stine (CRD# 3146424) is an Investment Advisor Representative working at Edward Jones in Mason City, IA and has over 25 years of experience in the finance industry.
Natalie Swartout (CRD# 5695050) is an Investment Advisor Representative working at Edward Jones in Garner, IA and has over 9 years of experience in the finance industry.