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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
Richard Runde (CRD# 6270308) is an Investment Advisor Representative working at Avantax Planning Partners, Inc. in Dubuque, IA and has over 9 years of experience in the finance industry.
Brian Sauser (CRD# 4080905) is an Investment Advisor Representative working at Eagle Strategies LLC in Dubuque, IA and has over 24 years of experience in the finance industry. Brian Sauser 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.
Kerry Schepers (CRD# 4200961) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Maquoketa, IA and has over 23 years of experience in the finance industry.
Cole Schmelzer (CRD# 4999853) is an Investment Advisor Representative working at Lpl Financial LLC in Dubuque, IA and has over 17 years of experience in the finance industry.
Mary Schumacher (CRD# 2178271) is an Investment Advisor Representative working at Invesco Advisers, Inc. in Dubuque, IA and has over 30 years of experience in the finance industry.
Charles Skemp (CRD# 1302321) is an Investment Advisor Representative working at Ipi Wealth Management, Inc. in Dubuque, IA and has over 39 years of experience in the finance industry.
Martin Smith (CRD# 3133737) is an Investment Advisor Representative working at Steele Capital Management, Inc. in Dubuque, IA and has over 25 years of experience in the finance industry.
Nicholas Smith (CRD# 5340984) is an Investment Advisor Representative working at Steele Capital Management, Inc. in Dubuque, IA and has over 17 years of experience in the finance industry. Nicholas Smith 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.
Michael Steele (CRD# 1017847) is an Investment Advisor Representative working at Steele Capital Management, Inc. in Dubuque, IA and has over 33 years of experience in the finance industry.
Kevin Stevens (CRD# 2302167) is an Investment Advisor Representative working at Concourse Financial Group Advisors in Dubuque, IA and has over 31 years of experience in the finance industry. Kevin Stevens 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.