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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
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.
Christopher Wessels (CRD# 2696227) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Clear Lake, IA and has over 28 years of experience in the finance industry.
Taylor Wilson (CRD# 6868183) is an Investment Advisor Representative working at Greenstone Wealth Management in Forest City, IA and has over 6 years of experience in the finance industry. Taylor Wilson 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.
Amy Dixon (CRD# 6631533) is an Investment Advisor Representative working at Lpl Financial LLC in Clear Lake, IA and has over 3 years of experience in the finance industry.
Michelle Giesen (CRD# 7360145) is an Investment Advisor Representative working at Lpl Financial LLC in Forest City, IA and has 1 year of experience in the finance industry.
Tara Manson (CRD# 5431673) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Belmond, IA and has over 4 years of experience in the finance industry.
David Osborne (CRD# 7194892) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Northwood, IA and has over 3 years of experience in the finance industry.
Levi Rogeness (CRD# 7653908) is an Investment Advisor Representative working at Greenstone Wealth Management in Forest City, IA and has 1 year of experience in the finance industry.
Kimberly Ruter (CRD# 6206416) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Clear Lake, IA and has over 10 years of experience in the finance industry.
Amy Ryan (CRD# 7336914) is an Investment Advisor Representative working at Edward Jones in Forest City, IA and has over 2 years of experience in the finance industry.