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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
Kari Schaffer (CRD# 3015611) is an Investment Advisor Representative working at L.m. Kohn & Company in Waverly, IA and has over 23 years of experience in the finance industry.
Caleb Schmidt (CRD# 5970498) is an Investment Advisor Representative working at Dynamic Financial Group in Cedar Falls, IA and has over 11 years of experience in the finance industry.
Rick Schwartz (CRD# 826654) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Cedar Falls, IA and has over 25 years of experience in the finance industry.
Monica Severson (CRD# 6579099) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Waverly, IA and has over 7 years of experience in the finance industry.
Eric Sharar (CRD# 6863900) is an Investment Advisor Representative working at Edward Jones in Waverly, IA and has over 6 years of experience in the finance industry.
Robert Shaw (CRD# 1929620) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Cedar Falls, IA and has over 34 years of experience in the finance industry.
Ryan Shaw (CRD# 4817844) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Waterloo, IA and has over 18 years of experience in the finance industry.
Charles Shirey (CRD# 3083182) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Waterloo, IA and has over 25 years of experience in the finance industry.
Curt Solsma (CRD# 1319912) is an Investment Advisor Representative working at Edward Jones in Oelwein, IA and has over 39 years of experience in the finance industry.
Katherine Solsma Bell (CRD# 5769299) is an Investment Advisor Representative working at Edward Jones in Oelwein, IA and has over 6 years of experience in the finance industry.