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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
James O'melia (CRD# 6622658) is an Investment Advisor Representative working at Edward Jones in De Witt, IA and has over 7 years of experience in the finance industry.
Jeff Romans (CRD# 5501831) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Clinton, IA and has over 15 years of experience in the finance industry.
Ashlie Stoddard (CRD# 5907393) is an Investment Advisor Representative working at Edward Jones in Elizabeth, IL and has over 12 years of experience in the finance industry.
David Swisher (CRD# 2266323) is an Investment Advisor Representative working at Benchmark Capital Group Ltd. in Galena, IL and has over 31 years of experience in the finance industry. David Swisher 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.
Tom Timion (CRD# 1577832) is an Investment Advisor Representative working at Edward Jones in Clinton, IA and has over 37 years of experience in the finance industry.
Kerry Toporowski (CRD# 3066695) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Clinton, IA and has over 25 years of experience in the finance industry.
Casey Walker (CRD# 5277576) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in De Witt, IA and has over 17 years of experience in the finance industry.
Jacob Woodcock (CRD# 6017327) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Clinton, IA and has over 11 years of experience in the finance industry.
Vance Glaser (CRD# 7829998) is an Investment Advisor Representative working at Avantax Planning Partners, Inc. in Tipton, IA and has 1 year of experience in the finance industry.
Tricia Holdgrafer (CRD# 6755543) is an Investment Advisor Representative working at Eagle Strategies LLC in Bellevue, IA and has over 6 years of experience in the finance industry.