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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
Ramon Reyes (CRD# 4973794) is an Investment Advisor Representative working at U.s. Bancorp Investments, Inc. in Marshalltown, IA and has over 18 years of experience in the finance industry.
Jerome Schwaller (CRD# 4200545) is an Investment Advisor Representative working at Northwestern Mutual Investment Services,llc in Newton, IA and has over 23 years of experience in the finance industry.
Donald Smith (CRD# 5929814) is an Investment Advisor Representative working at Edward Jones in Grinnell, IA and has over 11 years of experience in the finance industry.
Dustin Smith (CRD# 3072706) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Grinnell, IA and has over 25 years of experience in the finance industry.
Brian Sokol (CRD# 5648071) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Toledo, IA and has over 15 years of experience in the finance industry. Brian Sokol 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.
Angela Thoren (CRD# 4636013) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Grundy Center, IA and has over 21 years of experience in the finance industry.
Zachary Wahl (CRD# 5471976) is an Investment Advisor Representative working at Edward Jones in Marshalltown, IA and has over 16 years of experience in the finance industry.
William Wirin (CRD# 4758327) is an Investment Advisor Representative working at Edward Jones in Marshalltown, IA and has over 19 years of experience in the finance industry.
Elisabeth Bieber (CRD# 7081316) is an Investment Advisor Representative working at Edward Jones in Marshalltown, IA and has over 3 years of experience in the finance industry.
Jennifer Bryant (CRD# 7206382) is an Investment Advisor Representative working at Avantax Advisory Services in Grinnell, IA and has over 3 years of experience in the finance industry.