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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
Matthew Twedt (CRD# 5357620) is an Investment Advisor Representative working at Intellicents Investment Solutions Inc. in Lake Mills, IA and has over 16 years of experience in the finance industry. Matthew Twedt 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.
Christopher Wessels (CRD# 2696227) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Clear Lake, IA and has over 28 years of experience in the finance industry.
Brent Willis (CRD# 6258390) is an Investment Advisor Representative working at Principal Securities, Inc. in Mason City, IA and has over 10 years of experience in the finance industry.
Matthew Sonquist (CRD# 7256790) is an Investment Advisor Representative working at Edward Jones in Mason City, IA and has over 3 years of experience in the finance industry.
Gregory Braun (CRD# 7335499) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Mason City, IA and has over 2 years of experience in the finance industry.
Amy Dixon (CRD# 6631533) is an Investment Advisor Representative working at Lpl Financial LLC in Clear Lake, IA and has over 3 years of experience in the finance industry.
Charles Frein (CRD# 5064797) is an Investment Advisor Representative working at Principal Securities, Inc. in Mason City, IA and has over 4 years of experience in the finance industry.
Kassidy Gillen (CRD# 7289441) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Mason City, IA and has over 3 years of experience in the finance industry.
Holly Johnson (CRD# 7535012) is an Investment Advisor Representative working at Edward Jones in Mason City, IA and has 1 year of experience in the finance industry.
Stephanie Lyles (CRD# 6980475) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Mason City, IA and has over 3 years of experience in the finance industry.