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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
Bradley Scheideman (CRD# 4221308) is an Investment Advisor Representative working at Eagle Strategies LLC in Hampton, IA and has over 23 years of experience in the finance industry.
Caleb Schmidt (CRD# 5970498) is an Investment Advisor Representative working at Dynamic Financial Group in Cedar Falls, IA and has over 11 years of experience in the finance industry.
Rick Schwartz (CRD# 826654) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Cedar Falls, IA and has over 25 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.
Monica Severson (CRD# 6579099) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Waverly, IA and has over 7 years of experience in the finance industry.
Eric Sharar (CRD# 6863900) is an Investment Advisor Representative working at Edward Jones in Waverly, IA and has over 6 years of experience in the finance industry.
Robert Shaw (CRD# 1929620) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Cedar Falls, IA and has over 34 years of experience in the finance industry.
Mark Sindlinger (CRD# 2126010) is an Investment Advisor Representative working at Edward Jones in Charles City, IA and has over 33 years of experience in the finance industry.
David Sloter (CRD# 1094108) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Charles City, IA and has over 32 years of experience in the finance industry.
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.