-
Distance Metro area (25 miles)
-
COMPENSATION Either
-
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 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.
Kevin Truax (CRD# 3256063) is an Investment Advisor Representative working at Lpl Financial LLC in Parkersburg, IA and has over 24 years of experience in the finance industry.
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.
Christopher Wieting (CRD# 5481256) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Eldora, IA and has over 16 years of experience in the finance industry.
Ronald Wieting (CRD# 1836431) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Eldora, IA and has over 35 years of experience in the finance industry.
John Enslin (CRD# 5839235) is an Investment Advisor Representative working at Eagle Strategies LLC in Ackley, IA and has over 10 years of experience in the finance industry.
Mary Hines (CRD# 6680693) is an Investment Advisor Representative working at Lpl Financial LLC in Conrad, IA and has over 6 years of experience in the finance industry.
Tara Manson (CRD# 5431673) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Belmond, IA and has over 4 years of experience in the finance industry.
Hannah Siebens (CRD# 7725475) is an Investment Advisor Representative working at Prudential Financial Planning Services in Story City, IA and has 1 year of experience in the finance industry.