-
Distance Metro area (25 miles)
-
COMPENSATION Either
-
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
David Nelson (CRD# 1966623) is an Investment Advisor Representative working at Wells Fargo Advisors in Pocatello, ID and has over 34 years of experience in the finance industry.
Chad Nielsen (CRD# 3220184) is an Investment Advisor Representative working at Gateway Financial & Estate Planning, Inc. in Pocatello, ID and has over 25 years of experience in the finance industry.
Gerard Perkins (CRD# 5340519) is an Investment Advisor Representative working at Independent Financial Group, LLC in Chubbuck, ID and has over 16 years of experience in the finance industry.
Steven Petersen (CRD# 5898180) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Pocatello, ID and has over 12 years of experience in the finance industry.
Joel Phillips (CRD# 5540852) is an Investment Advisor Representative working at Sanctuary Wealth Management, LLC in Pocatello, ID and has over 15 years of experience in the finance industry.
Aaron Pugh (CRD# 6124844) is an Investment Advisor Representative working at Interactive Financial Advisors in Salt Lake City, UT and has over 4 years of experience in the finance industry.
Daniel Reser (CRD# 4761685) is an Investment Advisor Representative working at Fiduciary Services LLC in Pocatello, ID and has over 20 years of experience in the finance industry.
Steven Roberts (CRD# 3025985) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Pocatello, ID and has over 23 years of experience in the finance industry.
Brett Robison (CRD# 2450058) is an Investment Advisor Representative working at Sanctuary Wealth Management, LLC in Pocatello, ID and has over 30 years of experience in the finance industry.
Robert Schoonmaker (CRD# 4746510) is an Investment Advisor Representative working at Matterhorn Financial Planning in Pocatello, ID and has over 21 years of experience in the finance industry. Robert Schoonmaker 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.