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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
Jennifer Jackson (CRD# 6484735) is an Investment Advisor Representative working at Lpl Financial LLC in Burlington, IA and has over 7 years of experience in the finance industry.
Joseph Leake (CRD# 3117095) is an Investment Advisor Representative working at Wells Fargo Advisors in Burlington, IA and has over 25 years of experience in the finance industry.
Greg Miller (CRD# 707545) is an Investment Advisor Representative working at Lpl Financial LLC in Burlington, IA and has over 43 years of experience in the finance industry.
Joshua Miller (CRD# 4442923) is an Investment Advisor Representative working at Midwestern Securities Trading Company,llc in Table Grove, IL and has over 22 years of experience in the finance industry. Joshua Miller 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.
Kent Schmidgall (CRD# 5648024) is an Investment Advisor Representative working at Buckingham Strategic Wealth, LLC in Burlington, IA and has over 14 years of experience in the finance industry. Kent Schmidgall 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.
Frederick Scholer (CRD# 2908637) is an Investment Advisor Representative working at Lpl Financial LLC in Burlington, IA and has over 26 years of experience in the finance industry.
Michael Shinn (CRD# 4824796) is an Investment Advisor Representative working at Berthel Fisher & Company Financial Services, Inc. in Burlington, IA and has over 19 years of experience in the finance industry.
Joel Sieren (CRD# 4993765) is an Investment Advisor Representative working at Edward Jones in Burlington, IA and has over 18 years of experience in the finance industry.
Marvin Thomson (CRD# 2647126) is an Investment Advisor Representative working at Brokers Financial in Burlington, IA and has over 28 years of experience in the finance industry. Marvin Thomson 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.
Tim Ward (CRD# 1569229) is an Investment Advisor Representative working at On Investment Management Co in Rushville, IL and has over 32 years of experience in the finance industry.