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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
Robert Dozier (CRD# 2525349) is an Investment Advisor Representative working at Edward Jones in Jefferson, IA and has over 29 years of experience in the finance industry.
Timothy Heisterkamp (CRD# 2990304) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Jefferson, IA and has over 26 years of experience in the finance industry. Timothy Heisterkamp 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.
Maxwell Neese (CRD# 6951730) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Jefferson, IA and has over 4 years of experience in the finance industry.
Keith Berg (CRD# 1685183) is an Investment Advisor Representative working at Lpl Financial LLC in Ogden, IA and has over 36 years of experience in the finance industry.
Carmen Black (CRD# 2069969) is an Investment Advisor Representative working at Mml Investors Services, LLC in Dallas Center, IA and has over 33 years of experience in the finance industry.
Joyce Brady (CRD# 5075655) is an Investment Advisor Representative working at Lpl Financial LLC in Clive, IA and has over 16 years of experience in the finance industry.
Andrew Brommer (CRD# 6117440) is an Investment Advisor Representative working at Edward Jones in Perry, IA and has over 10 years of experience in the finance industry.
Gordon Campbell (CRD# 6374489) is an Investment Advisor Representative working at Aegis Wealth Management, Inc. in Guthrie Center, IA and has over 9 years of experience in the finance industry.
Samuel Dings (CRD# 68359) is an Investment Advisor Representative working at Mml Investors Services, LLC in Dallas Center, IA and has over 39 years of experience in the finance industry.
Jonathan Durr (CRD# 6590932) is an Investment Advisor Representative working at Aegis Wealth Management, Inc. in Guthrie Center, IA and has over 8 years of experience in the finance industry.