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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
Frank Barrale (CRD# 7677782) is an Investment Advisor Representative working at Aegis Wealth Management, Inc. in Guthrie Center, IA and has 1 year of experience in the finance industry.
Lisa Cassidy (CRD# 7198625) is an Investment Advisor Representative working at Aegis Wealth Management, Inc. in Guthrie Center, IA and has over 4 years of experience in the finance industry.
Hunter Pistole (CRD# 7496102) is an Investment Advisor Representative working at Aegis Wealth Management, Inc. in Guthrie Center, IA and has over 2 years of experience in the finance industry.
Jennifer Policky (CRD# 5819646) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Guthrie Center, IA and has over 13 years of experience in the finance industry.
David Stanley (CRD# 7286526) is an Investment Advisor Representative working at Aegis Wealth Management, Inc. in Guthrie Center, IA and has over 3 years of experience in the finance industry.
Joyce Brady (CRD# 5075655) is an Investment Advisor Representative working at Lpl Financial LLC in Clive, IA and has over 16 years of experience in the finance industry.
Andrew Brommer (CRD# 6117440) is an Investment Advisor Representative working at Edward Jones in Perry, IA and has over 11 years of experience in the finance industry.
Robert Dozier (CRD# 2525349) is an Investment Advisor Representative working at Edward Jones in Jefferson, IA and has over 29 years of experience in the finance industry.
Steven Gates (CRD# 1451627) is an Investment Advisor Representative working at Tucker Asset Management LLC in Panora, IA and has over 38 years of experience in the finance industry.
David Grove (CRD# 5753465) is an Investment Advisor Representative working at Edward Jones in Panora, IA and has over 14 years of experience in the finance industry.