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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
Mathew Driscoll (CRD# 4425889) is an Investment Advisor Representative working at Principal Securities, Inc. in Cedar Falls, IA and has over 22 years of experience in the finance industry. Mathew Driscoll 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.
Rae Dugan (CRD# 4253904) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Cedar Falls, IA and has over 11 years of experience in the finance industry.
Rodney Duroe (CRD# 5622217) is an Investment Advisor Representative working at Fsb Premier Wealth Management, Inc. in Waterloo, IA and has over 15 years of experience in the finance industry.
Jana Eilderts (CRD# 5343812) is an Investment Advisor Representative working at Edward Jones in Cedar Falls, IA and has over 16 years of experience in the finance industry.
Dennis Eslick (CRD# 1139480) is an Investment Advisor Representative working at M Holdings Securities, Inc. in Waterloo, IA and has over 40 years of experience in the finance industry.
Kevin Eslick (CRD# 6029823) is an Investment Advisor Representative working at M Holdings Securities, Inc. in Waterloo, IA and has over 11 years of experience in the finance industry.
Nolan Farwell (CRD# 4983567) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Waterloo, IA and has over 15 years of experience in the finance industry.
Chase Felchle (CRD# 6210927) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Waterloo, IA and has over 10 years of experience in the finance industry.
Daniel Fencl (CRD# 1430404) is an Investment Advisor Representative working at Fencl Advisory Services LLC in Cedar Falls, IA and has over 38 years of experience in the finance industry.
Steven Flack (CRD# 2774660) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Cedar Falls, IA and has over 27 years of experience in the finance industry.