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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
Clifton Kalafatich (CRD# 5640041) is an Investment Advisor Representative working at Edward Jones in Humboldt, IA and has over 15 years of experience in the finance industry. Clifton Kalafatich 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.
Jared Klingenberg (CRD# 6469045) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Humboldt, IA and has over 8 years of experience in the finance industry.
Linda Lahr (CRD# 4223500) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Webster City, IA and has over 23 years of experience in the finance industry.
Kevin Marso (CRD# 6857826) is an Investment Advisor Representative working at Avantax Planning Partners, Inc. in Humboldt, IA and has over 6 years of experience in the finance industry.
Roger McCullough (CRD# 326424) is an Investment Advisor Representative working at Equitable Advisors, LLC in Ft Dodge, IA and has over 38 years of experience in the finance industry.
Matthew McMahon (CRD# 3232840) is an Investment Advisor Representative working at U.s. Bancorp Investments, Inc. in Humboldt, IA and has over 24 years of experience in the finance industry.
Holly Miller (CRD# 5770117) is an Investment Advisor Representative working at Lpl Financial LLC in Clarion, IA and has over 8 years of experience in the finance industry.
Melody Murtle (CRD# 4770119) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Humboldt, IA and has over 7 years of experience in the finance industry.
Jarrod Raimann (CRD# 6105333) is an Investment Advisor Representative working at Bradford Financial Center in Clarion, IA and has over 11 years of experience in the finance industry.
Marty Schimp (CRD# 2074926) is an Investment Advisor Representative working at Bradford Financial Center in Clarion, IA and has over 33 years of experience in the finance industry.