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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
Todd Leet (CRD# 6791977) is an Investment Advisor Representative working at Concorde Asset Management, LLC in Mason City, IA and has over 6 years of experience in the finance industry.
Kristy Marquis (CRD# 4460115) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Mason City, IA and has over 22 years of experience in the finance industry.
William Martin (CRD# 1669836) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Mason City, IA and has over 36 years of experience in the finance industry.
Samuel Matheson (CRD# 6403147) is an Investment Advisor Representative working at Intellicents Investment Solutions Inc. in Albert Lea, MN and has over 9 years of experience in the finance industry. Samuel Matheson 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.
Jonathan Murray (CRD# 6296258) is an Investment Advisor Representative working at Isc Financial Advisors in Albert Lea, MN and has 1 year of experience in the finance industry.
Richard Murray (CRD# 1107727) is an Investment Advisor Representative working at Isc Financial Advisors in Albert Lea, MN and has over 41 years of experience in the finance industry.
Paul Nolette (CRD# 5471623) is an Investment Advisor Representative working at Edward Jones in Albert Lea, MN and has over 16 years of experience in the finance industry.
Laura Norcross (CRD# 4328039) is an Investment Advisor Representative working at Principal Securities, Inc. in Mason City, IA and has over 9 years of experience in the finance industry.
Erin Ort (CRD# 4569292) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Clear Lake, IA and has over 21 years of experience in the finance industry.
Jonathan Perrin (CRD# 6910105) is an Investment Advisor Representative working at Intellicents Investment Solutions Inc. in Albert Lea, MN and has over 6 years of experience in the finance industry. Jonathan Perrin 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.