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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
Timothy Heisterkamp (CRD# 2990304) is an Investment Advisor Representative working at Lpl Financial LLC in Jefferson, IA and has over 26 years of experience in the finance industry. Timothy Heisterkamp 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.
Mitchel Johnk (CRD# 1890241) is an Investment Advisor Representative working at Principal Securities, Inc. in Panora, IA and has over 31 years of experience in the finance industry.
Michele McCarty-Woods (CRD# 2261080) is an Investment Advisor Representative working at Brokers Financial in Panora, IA and has over 16 years of experience in the finance industry.
Shannon Obert (CRD# 4347550) is an Investment Advisor Representative working at Principal Advised Services in Coon Rapids, IA and has over 19 years of experience in the finance industry.
Stephen Roe (CRD# 1341313) is an Investment Advisor Representative working at Principal Securities, Inc. in Panora, IA and has over 39 years of experience in the finance industry.
Derek Sargent (CRD# 5536618) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Adair, IA and has over 15 years of experience in the finance industry.
Vincent Sturm (CRD# 3128214) is an Investment Advisor Representative working at Kestra Advisory Services, LLC in Perry, IA and has over 25 years of experience in the finance industry.
Kurtis Thompson (CRD# 3118733) is an Investment Advisor Representative working at Brokers Financial in Redfield, IA and has over 25 years of experience in the finance industry.
Robert Carr (CRD# 4515707) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Gutherie Center, IA and has over 22 years of experience in the finance industry.
Maxwell Neese (CRD# 6951730) is an Investment Advisor Representative working at Lpl Financial LLC in San Diego, CA and has over 4 years of experience in the finance industry. Maxwell Neese 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.