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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
Michael Hoffman (CRD# 4227909) is an Investment Advisor Representative working at Edward Jones in Clear Lake, IA and has over 21 years of experience in the finance industry.
David Iverson (CRD# 1777207) is an Investment Advisor Representative working at Intellicents Investment Solutions Inc. in Lake Mills, IA and has over 36 years of experience in the finance industry.
Matthew Jennings (CRD# 1642711) is an Investment Advisor Representative working at Lpl Financial LLC in Forest City, IA and has over 37 years of experience in the finance industry.
John Joyner (CRD# 6603508) is an Investment Advisor Representative working at Edward Jones in Hampton, IA and has over 8 years of experience in the finance industry.
Brian Kapka (CRD# 6033618) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Belmond, IA and has over 11 years of experience in the finance industry.
Belen Krabbe (CRD# 1689549) is an Investment Advisor Representative working at Prosperity Capital Advisors in Hampton, IA and has over 36 years of experience in the finance industry.
Kristian Lamont (CRD# 5625421) is an Investment Advisor Representative working at Lpl Financial LLC in Clear Lake, IA and has over 15 years of experience in the finance industry. Kristian Lamont 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.
Kristy Marquis (CRD# 4460115) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Mason City, IA and has over 22 years of experience in the finance industry.
William Martin (CRD# 1669836) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Mason City, IA and has over 36 years of experience in the finance industry.
Laura Norcross (CRD# 4328039) is an Investment Advisor Representative working at Principal Securities, Inc. in Mason City, IA and has over 9 years of experience in the finance industry.