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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
Ruth Sears (CRD# 6481312) is an Investment Advisor Representative working at Edward Jones in Atlantic, IA and has over 5 years of experience in the finance industry.
Janet Smith (CRD# 5225524) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Manning, IA and has over 17 years of experience in the finance industry.
Mark Smith (CRD# 1313566) is an Investment Advisor Representative working at Principal Securities, Inc. in Atlantic, IA and has over 39 years of experience in the finance industry. Mark 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.
Scott Thompson (CRD# 4560845) is an Investment Advisor Representative working at Edward Jones in Logan, IA and has over 21 years of experience in the finance industry.
Zachary Wiges (CRD# 1357523) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Atlantic, IA and has over 38 years of experience in the finance industry.
Thomas Gross (CRD# 6795446) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Atlantic, IA and has over 5 years of experience in the finance industry.
Elvis Hass (CRD# 7584171) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Atlantic, IA and has 1 year of experience in the finance industry.
Daulton Maassen (CRD# 7452839) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Walnut, IA and has over 2 years of experience in the finance industry.
Brian Wedemeyer (CRD# 6886289) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Atlantic, IA and has 1 year of experience in the finance industry.