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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
Marty Schimp (CRD# 2074926) is an Investment Advisor Representative working at Bradford Financial Center in Clarion, IA and has over 33 years of experience in the finance industry.
Bonita Schnurr (CRD# 2611731) is an Investment Advisor Representative working at Bfc Planning, Inc. in Algona, IA and has over 28 years of experience in the finance industry.
Jerri Soukup (CRD# 6338781) is an Investment Advisor Representative working at Edward Jones in Algona, IA and has over 9 years of experience in the finance industry.
James Tausz (CRD# 442956) is an Investment Advisor Representative working at Bradford Financial Center in Clarion, IA and has over 34 years of experience in the finance industry. James Tausz 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.
Tanner Utley (CRD# 5886110) is an Investment Advisor Representative working at Nielsen Financial Management, Inc. in Fort Dodge, IA and has over 8 years of experience in the finance industry.
Courtney Vander Plaats (CRD# 6575300) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Webster City, IA and has over 8 years of experience in the finance industry.
Cierra Walding (CRD# 5758590) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Fort Dodge, IA and has over 13 years of experience in the finance industry. Cierra Walding 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.
Shallon Weis (CRD# 4364513) is an Investment Advisor Representative working at Bradford Financial Center in Clarion, IA and has over 19 years of experience in the finance industry.
Baileigh Ashbrook (CRD# 7183266) is an Investment Advisor Representative working at Lpl Financial LLC in Fort Dodge, IA and has over 3 years of experience in the finance industry.
Meredith Bargfrede (CRD# 7502209) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Webster City, IA and has 1 year of experience in the finance industry.