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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
Richard Arthur (CRD# 5081398) is an Investment Advisor Representative working at Avantax Advisory Services in Iowa City, IA and has over 6 years of experience in the finance industry.
Bradley Baldes (CRD# 2799252) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Iowa City, IA and has over 27 years of experience in the finance industry. Bradley Baldes 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.
Kelly Barta (CRD# 7008930) is an Investment Advisor Representative working at Edward Jones in Iowa City, IA and has over 5 years of experience in the finance industry.
Brenda Barthelman (CRD# 5306197) is an Investment Advisor Representative working at Ameritas Advisory Services, LLC in Iowa City, IA and has over 15 years of experience in the finance industry.
Sean Beard (CRD# 6319807) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Iowa City, IA and has over 8 years of experience in the finance industry.
Chad Burtch (CRD# 4590452) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Iowa City, IA and has over 21 years of experience in the finance industry.
Patrick Campbell (CRD# 5584933) is an Investment Advisor Representative working at Midwestern Financial Group in Iowa City, IA and has over 15 years of experience in the finance industry.
Kevin Castle (CRD# 720568) is an Investment Advisor Representative working at Principal Securities, Inc. in Iowa City, IA and has over 40 years of experience in the finance industry.
Robert Castle (CRD# 6555585) is an Investment Advisor Representative working at Principal Securities, Inc. in Iowa City, IA and has over 8 years of experience in the finance industry.
David Darner (CRD# 1053765) is an Investment Advisor Representative working at Strategic Asset Management LLC in Iowa City, IA and has over 39 years of experience in the finance industry.