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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
Jeffrey Clausen (CRD# 4458587) is an Investment Advisor Representative working at Edward Jones in Prairie Du Chien, WI and has over 22 years of experience in the finance industry.
Nicole Corbett (CRD# 5426807) is an Investment Advisor Representative working at Lpl Financial LLC in Dubuque, IA and has over 9 years of experience in the finance industry.
Douglas Crubel (CRD# 2501785) is an Investment Advisor Representative working at Harbour Investments, Inc. in Lancaster, WI and has over 29 years of experience in the finance industry.
Charles Cunliffe (CRD# 2411891) is an Investment Advisor Representative working at Lpl Financial LLC in Dubuque, IA and has over 30 years of experience in the finance industry.
Francis Dardis (CRD# 4467202) is an Investment Advisor Representative working at Avantax Planning Partners, Inc. in Dubuque, IA and has over 22 years of experience in the finance industry.
Jennifer Daughetee (CRD# 5050182) is an Investment Advisor Representative working at Avantax Planning Partners, Inc. in Dubuque, IA and has over 18 years of experience in the finance industry.
Joseph Evanovich (CRD# 5267644) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Dubuque, IA and has over 16 years of experience in the finance industry.
Tammy Feldmann Kelchen (CRD# 6214550) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Manchester, IA and has over 10 years of experience in the finance industry.
James Fisher (CRD# 2454054) is an Investment Advisor Representative working at Edward Jones in Manchester, IA and has over 30 years of experience in the finance industry.
Michael Fleege (CRD# 2107497) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Dubuque, IA and has over 33 years of experience in the finance industry. Michael Fleege 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.