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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
Adam Folkerts (CRD# 5149538) is an Investment Advisor Representative working at Mml Investors Services, LLC in Waverly, IA and has over 17 years of experience in the finance industry.
Rebecca Foss (CRD# 6638584) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Cedar Falls, IA and has over 6 years of experience in the finance industry.
James Franzen (CRD# 1850403) is an Investment Advisor Representative working at Cutter & Company, Inc. in Denver, IA and has over 35 years of experience in the finance industry.
Kenneth Frost (CRD# 5918595) is an Investment Advisor Representative working at Primerica Advisors in Cedar Falls, IA and has over 11 years of experience in the finance industry.
Jeffry Fruchtenicht (CRD# 2111746) is an Investment Advisor Representative working at United Planners' Financial Services Of America A Limited Partner in Independence, IA and has over 33 years of experience in the finance industry. Jeffry Fruchtenicht 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.
Mark Funk (CRD# 3232890) is an Investment Advisor Representative working at Northwestern Mutual Investment Services,llc in Waterloo, IA and has over 24 years of experience in the finance industry.
Paul Gartner (CRD# 1258658) is an Investment Advisor Representative working at Lpl Financial LLC in Waverly, IA and has over 25 years of experience in the finance industry.
Matthew Gary (CRD# 2333859) is an Investment Advisor Representative working at U.s. Bancorp Investments, Inc. in Cedar Falls, IA and has over 30 years of experience in the finance industry.
Nicholas Gary (CRD# 6288377) is an Investment Advisor Representative working at U.s. Bancorp Investments, Inc. in Waterloo, IA and has over 8 years of experience in the finance industry.
Mark Geertsma (CRD# 1743576) is an Investment Advisor Representative working at Nations Financial Group, Inc. in Independence, IA and has over 36 years of experience in the finance industry. Mark Geertsma 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.