-
Distance Metro area (25 miles)
-
COMPENSATION Either
-
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
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.
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.
Steven Jones (CRD# 5468124) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Emmetsburg, IA and has over 15 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.
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.
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 Spencer, 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.
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.