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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
James Brandt (CRD# 3030371) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Humboldt, IA and has over 18 years of experience in the finance industry.
Tony Christensen (CRD# 2165673) is an Investment Advisor Representative working at Edward Jones in Humboldt, IA and has over 32 years of experience in the finance industry.
Matthew Johnson (CRD# 6051686) is an Investment Advisor Representative working at Sound Income Strategies, LLC in Humboldt, IA and has over 12 years of experience in the finance industry.
William Johnston (CRD# 2101218) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Humboldt, IA and has over 33 years of experience in the finance industry.
Clifton Kalafatich (CRD# 5640041) is an Investment Advisor Representative working at Edward Jones in Humboldt, IA and has over 14 years of experience in the finance industry. Clifton Kalafatich 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.
Jared Klingenberg (CRD# 6469045) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Humboldt, IA and has over 8 years of experience in the finance industry.
Kevin Marso (CRD# 6857826) is an Investment Advisor Representative working at Avantax Planning Partners, Inc. in Humboldt, IA and has over 6 years of experience in the finance industry.
Matthew McMahon (CRD# 3232840) is an Investment Advisor Representative working at U.s. Bancorp Investments, Inc. in Humboldt, IA and has over 24 years of experience in the finance industry.
Melody Murtle (CRD# 4770119) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Humboldt, IA and has over 7 years of experience in the finance industry.
Amanda Johnston (CRD# 7101047) is an Investment Advisor Representative working at Sound Income Strategies, LLC in Humboldt, IA and has over 4 years of experience in the finance industry.