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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
Kenteth Blossom (CRD# 4907344) is an Investment Advisor Representative working at Concourse Financial Group Advisors in Kalona, IA and has over 18 years of experience in the finance industry. Kenteth Blossom 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.
Brian Kelso (CRD# 4773657) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Kalona, IA and has over 19 years of experience in the finance industry.
Larry Pickard (CRD# 5361624) is an Investment Advisor Representative working at Bradford Financial Center in Kalona, IA and has over 16 years of experience in the finance industry.
Tim Sullivan (CRD# 1899809) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Kalona, IA and has over 35 years of experience in the finance industry. Tim Sullivan 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.
Chad Andrews (CRD# 4002778) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Coralville, IA and has over 24 years of experience in the finance industry.
Christopher Arthur (CRD# 4972165) is an Investment Advisor Representative working at Rda Financial Network in Coralville, IA and has over 17 years of experience in the finance industry.
John Arthur (CRD# 1146305) is an Investment Advisor Representative working at Rda Financial Network in Coralville, IA and has over 40 years of experience in the finance industry.
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.