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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 Mundell (CRD# 2702405) is an Investment Advisor Representative working at Wells Fargo Advisors in Waterloo, IA and has over 28 years of experience in the finance industry.
Jacob Myrvik (CRD# 6833847) is an Investment Advisor Representative working at Fsb Premier Wealth Management, Inc. in Waterloo, IA and has over 6 years of experience in the finance industry.
Steven Nida (CRD# 4803028) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Waterloo, IA and has over 19 years of experience in the finance industry.
Michael Ohrt (CRD# 1778696) is an Investment Advisor Representative working at Lpl Financial LLC in Waterloo, IA and has over 25 years of experience in the finance industry.
Brandon Pedersen (CRD# 5927105) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Waterloo, IA and has over 12 years of experience in the finance industry.
Brian Persson (CRD# 3277988) is an Investment Advisor Representative working at Benjamin F. Edwards Wealth Management, LLC in Waterloo, IA and has over 24 years of experience in the finance industry.
Jeffrey Peterson (CRD# 4796976) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Vinton, IA and has over 19 years of experience in the finance industry.
Dawn Pilipchuk-Kruth (CRD# 4513411) is an Investment Advisor Representative working at Benjamin F. Edwards Wealth Management, LLC in Waterloo, IA and has over 21 years of experience in the finance industry.
Kristina Price (CRD# 2976013) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Waterloo, IA and has over 26 years of experience in the finance industry.
Kyle Rasmussen (CRD# 5824461) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Waterloo, IA and has over 13 years of experience in the finance industry. Kyle Rasmussen 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.