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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
Christian Brokaw (CRD# 5654506) is an Investment Advisor Representative working at Edward Jones in Monticello, IA and has over 14 years of experience in the finance industry.
Gerald Buhr (CRD# 2456118) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Oelwein, IA and has over 30 years of experience in the finance industry.
Amy Cooper (CRD# 2662174) is an Investment Advisor Representative working at Lpl Financial LLC in Cascade, IA and has over 26 years of experience in the finance industry. Amy Cooper 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.
Nicholas Dennie (CRD# 5638224) is an Investment Advisor Representative working at Lpl Financial LLC in Winthrop, IA and has over 14 years of experience in the finance industry.
Jeffry Fruchtenicht (CRD# 2111746) is an Investment Advisor Representative working at United Planners' Financial Services Of America A Limited Partner in Independence, IA and has over 33 years of experience in the finance industry. Jeffry Fruchtenicht 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.
Mark Geertsma (CRD# 1743576) is an Investment Advisor Representative working at Nations Financial Group, Inc. in Independence, IA and has over 36 years of experience in the finance industry. Mark Geertsma 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 Gogel (CRD# 4431453) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Monticello, IA and has over 22 years of experience in the finance industry.
Brent Hinerichsen (CRD# 2334218) is an Investment Advisor Representative working at Principal Securities, Inc. in Dyersville, IA and has over 30 years of experience in the finance industry.
Marc Kerscher (CRD# 2179368) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Monticello, IA and has over 32 years of experience in the finance industry.
Donna Kuhlman (CRD# 5366057) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Colesburg, IA and has over 16 years of experience in the finance industry.