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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
Michael Birchem (CRD# 2997071) is an Investment Advisor Representative working at Lpl Financial LLC in Mason City, IA and has over 26 years of experience in the finance industry. Michael Birchem 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.
Jake Brown (CRD# 6215243) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Mason City, IA and has over 9 years of experience in the finance industry.
William Burt (CRD# 2968596) is an Investment Advisor Representative working at Brokers Financial in Mason City, IA and has over 26 years of experience in the finance industry.
Sara Carlsson (CRD# 5083641) is an Investment Advisor Representative working at Edward Jones in Mason City, IA and has over 18 years of experience in the finance industry.
Shane Cooney (CRD# 3106266) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Mason City, IA and has over 25 years of experience in the finance industry.
William Cooney (CRD# 1547776) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Mason City, IA and has over 37 years of experience in the finance industry.
Melissa Freund (CRD# 6131076) is an Investment Advisor Representative working at Edward Jones in Mason City, IA and has over 11 years of experience in the finance industry.
Jason Geving (CRD# 3278443) is an Investment Advisor Representative working at Edward Jones in Mason City, IA and has over 16 years of experience in the finance industry.
Alyse Hesley (CRD# 5318713) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Mason City, IA and has over 7 years of experience in the finance industry.
Kristy Marquis (CRD# 4460115) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Mason City, IA and has over 22 years of experience in the finance industry.