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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
Tricia Holdgrafer (CRD# 6755543) is an Investment Advisor Representative working at Eagle Strategies LLC in Bellevue, IA and has over 6 years of experience in the finance industry.
Austin Jungers (CRD# 6721015) is an Investment Advisor Representative working at Lpl Financial LLC in Dubuque, IA and has over 7 years of experience in the finance industry.
Ryan Keating (CRD# 7375026) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Dubuque, IA and has 1 year of experience in the finance industry.
Wyatt Kelly (CRD# 7499363) is an Investment Advisor Representative working at Nations Financial Group, Inc. in Dubuque, IA and has 1 year of experience in the finance industry.
Amber Knickrehm (CRD# 6770597) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Maquoketa, IA and has over 4 years of experience in the finance industry.
Amanda Maiers (CRD# 7351595) is an Investment Advisor Representative working at Edward Jones in Dubuque, IA and has over 2 years of experience in the finance industry.
Sawyer Marquardt (CRD# 7240636) is an Investment Advisor Representative working at Nations Financial Group, Inc. in Dubuque, IA and has over 2 years of experience in the finance industry.
Eric May (CRD# 7521947) is an Investment Advisor Representative working at Mariner Independent in Dubuque, IA and has 1 year of experience in the finance industry. Eric May 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.
Hannah Moore (CRD# 7686793) is an Investment Advisor Representative working at Lpl Financial LLC in Dubuque, IA and has 1 year of experience in the finance industry.
Kirk Pearson (CRD# 4537924) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Lanark, IL and has over 22 years of experience in the finance industry.