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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
Kristian Lamont (CRD# 5625421) is an Investment Advisor Representative working at Lpl Financial LLC in Clear Lake, IA and has over 15 years of experience in the finance industry. Kristian Lamont 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.
Erin Ort (CRD# 4569292) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Clear Lake, IA and has over 21 years of experience in the finance industry.
Spenser Rahm (CRD# 5792536) is an Investment Advisor Representative working at Lpl Financial LLC in Clear Lake, IA and has over 13 years of experience in the finance industry.
Daniel Sokolowski (CRD# 2183868) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Clear Lake, IA and has over 15 years of experience in the finance industry.
Diane Sokolowski (CRD# 2995562) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Clear Lake, IA and has over 24 years of experience in the finance industry.
Jason Stierman (CRD# 4934808) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Clear Lake, IA and has over 18 years of experience in the finance industry. Jason Stierman 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.
Natalie Swartout (CRD# 5695050) is an Investment Advisor Representative working at Edward Jones in Garner, IA and has over 9 years of experience in the finance industry.
Stephen Swenson (CRD# 3064078) is an Investment Advisor Representative working at Edward Jones in Osage, IA and has over 25 years of experience in the finance industry.
Joel Twedt (CRD# 1995644) is an Investment Advisor Representative working at Intellicents Investment Solutions Inc. in Lake Mills, IA and has over 34 years of experience in the finance industry.
Matthew Twedt (CRD# 5357620) is an Investment Advisor Representative working at Intellicents Investment Solutions Inc. in Lake Mills, IA and has over 16 years of experience in the finance industry. Matthew Twedt 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.