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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
Thomas Clark (CRD# 47906) is an Investment Advisor Representative working at Sowell Management in West Des Moines, IA and has over 28 years of experience in the finance industry.
Lance Clauson (CRD# 4430300) is an Investment Advisor Representative working at Global Retirement Partners LLC in Urbandale, IA and has over 22 years of experience in the finance industry.
Jared Clauss (CRD# 5533035) is an Investment Advisor Representative working at Ubs Financial Services Inc. in West Des Moines, IA and has over 15 years of experience in the finance industry.
Aaron Clayberg (CRD# 4385298) is an Investment Advisor Representative working at Principal Securities, Inc. in Des Moines, IA and has over 23 years of experience in the finance industry.
Scott Clayberg (CRD# 4078430) is an Investment Advisor Representative working at Principal Securities, Inc. in Des Moines, IA and has over 24 years of experience in the finance industry.
Mitchem Clefisch (CRD# 5872514) is an Investment Advisor Representative working at Edward Jones in Polk City, IA and has over 13 years of experience in the finance industry.
Jonathan Close (CRD# 6074284) is an Investment Advisor Representative working at Edward Jones in Ames, IA and has over 11 years of experience in the finance industry.
Christina Cochran (CRD# 5505560) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in West Des Moines, IA and has over 15 years of experience in the finance industry.
John Cole (CRD# 1375179) is an Investment Advisor Representative working at Osaic Wealth, Inc. in West Des Moines, IA and has over 39 years of experience in the finance industry. John Cole 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.
Ed Coleman,(CRD# 5096893)is a Financial Advisor and an Investment Advisor Representative working at Principal Securities, Inc. in West Des Moines, IA and has over 10 years of experience in the finance industry. Ed specializes in assisting those aged 59 and above with their retirement income and social security claiming options.