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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 Smith (CRD# 1042591) is an Investment Advisor Representative working at Avantax Advisory Services in Iowa City, IA and has over 29 years of experience in the finance industry.
Austin Svatos (CRD# 6640572) is an Investment Advisor Representative working at Commonwealth Financial Network in Iowa City, IA and has over 6 years of experience in the finance industry.
Mollie Thomsen (CRD# 5346893) is an Investment Advisor Representative working at Commonwealth Financial Network in Iowa City, IA and has over 14 years of experience in the finance industry.
Sean Tobin (CRD# 4824809) is an Investment Advisor Representative working at Lpl Financial LLC in Iowa City, IA and has over 19 years of experience in the finance industry.
James Wachendorf (CRD# 4734705) is an Investment Advisor Representative working at Lpl Financial LLC in Iowa City, IA and has over 12 years of experience in the finance industry.
Carrie Wagner (CRD# 5991326) is an Investment Advisor Representative working at Commonwealth Financial Network in Iowa City, IA and has over 11 years of experience in the finance industry.
Sarah Whitmore (CRD# 5799544) is an Investment Advisor Representative working at Mutual Of Omaha Investor Services, Inc. in Iowa City, IA and has over 11 years of experience in the finance industry.
Eli Wynes (CRD# 4936957) is an Investment Advisor Representative working at Commonwealth Financial Network in Iowa City, IA and has over 18 years of experience in the finance industry.
Michael Young (CRD# 3148313) is an Investment Advisor Representative working at Lpl Financial LLC in Iowa City, IA and has over 25 years of experience in the finance industry.