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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
Diane Sokolowski (CRD# 2995562) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Clear Lake, IA and has over 24 years of experience in the finance industry.
Jason Stierman (CRD# 4934808) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Clear Lake, IA and has over 18 years of experience in the finance industry. Jason Stierman 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.
David Stine (CRD# 3146424) is an Investment Advisor Representative working at Edward Jones in Mason City, IA and has over 25 years of experience in the finance industry.
Lindsay Stout (CRD# 6946763) is an Investment Advisor Representative working at Intellicents Investment Solutions Inc. in Albert Lea, MN and has over 5 years of experience in the finance industry.
Natalie Swartout (CRD# 5695050) is an Investment Advisor Representative working at Edward Jones in Garner, IA and has over 9 years of experience in the finance industry.
Christopher Wessels (CRD# 2696227) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Clear Lake, IA and has over 28 years of experience in the finance industry.
Brent Willis (CRD# 6258390) is an Investment Advisor Representative working at Principal Securities, Inc. in Mason City, IA and has over 10 years of experience in the finance industry.
Jason Willner (CRD# 5156058) is an Investment Advisor Representative working at Lpl Financial LLC in Albert Lea, MN and has over 17 years of experience in the finance industry. Jason Willner 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.
Taylor Wilson (CRD# 6868183) is an Investment Advisor Representative working at Greenstone Wealth Management in Forest City, IA and has over 6 years of experience in the finance industry. Taylor Wilson 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.
Steven Zenk (CRD# 4561197) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Albert Lea, MN and has over 21 years of experience in the finance industry.