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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
Ann Slechta (CRD# 5374100) is an Investment Advisor Representative working at Lpl Financial LLC in Carroll, IA and has over 16 years of experience in the finance industry.
Diane Stewart (CRD# 5425431) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Harlan, IA and has over 16 years of experience in the finance industry.
Clark Ahrenholtz (CRD# 4253586) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Harlan, IA and has over 23 years of experience in the finance industry.
Trevis Beeck (CRD# 5919660) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Denison, IA and has over 12 years of experience in the finance industry.
Josie Bengford (CRD# 7224547) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Carroll, IA and has 1 year of experience in the finance industry. Josie Bengford 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.
Scott Breyfogle (CRD# 7774909) is an Investment Advisor Representative working at Edward Jones in Denison, IA and has 1 year of experience in the finance industry.
Wyatt Gauchat (CRD# 7293407) is an Investment Advisor Representative working at True Wealth Nation in Carroll, IA and has over 3 years of experience in the finance industry.
Todd Green (CRD# 2708678) is an Investment Advisor Representative working at Avantax Advisory Services in Lake City, IA and has over 27 years of experience in the finance industry.
Sean Haluska (CRD# 7491152) is an Investment Advisor Representative working at Edward Jones in Carroll, IA and has over 2 years of experience in the finance industry.
Anthony Hough (CRD# 2173127) is an Investment Advisor Representative working at Lpl Financial LLC in Harlan, IA and has over 32 years of experience in the finance industry.