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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
Kevin Marso (CRD# 6857826) is an Investment Advisor Representative working at Avantax Planning Partners, Inc. in Humboldt, IA and has over 6 years of experience in the finance industry.
Richard McCarville (CRD# 2246006) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Fort Dodge, IA and has over 31 years of experience in the finance industry.
Kaden McClintock (CRD# 6724761) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Fort Dodge, IA and has over 5 years of experience in the finance industry.
Joseph McCollum (CRD# 6546856) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Sac City, IA and has over 8 years of experience in the finance industry.
Roger McCullough (CRD# 326424) is an Investment Advisor Representative working at Equitable Advisors, LLC in Ft Dodge, IA and has over 38 years of experience in the finance industry.
Matthew McMahon (CRD# 3232840) is an Investment Advisor Representative working at U.s. Bancorp Investments, Inc. in Humboldt, IA and has over 24 years of experience in the finance industry.
Levi Morris (CRD# 6064218) is an Investment Advisor Representative working at Lpl Financial LLC in Albert City, IA and has over 10 years of experience in the finance industry. Levi Morris 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.
Melody Murtle (CRD# 4770119) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Humboldt, IA and has over 7 years of experience in the finance industry.
Jeffrey Nelson (CRD# 2140961) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Lake City, IA and has over 33 years of experience in the finance industry.
John Nielsen (CRD# 4462616) is an Investment Advisor Representative working at Nielsen Financial Management, Inc. in Fort Dodge, IA and has over 22 years of experience in the finance industry. John Nielsen 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.