-
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
Steven Freking (CRD# 3048882) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in West Des Moines, IA and has over 25 years of experience in the finance industry. Steven Freking 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.
Thomas Geist (CRD# 6529242) is an Investment Advisor Representative working at Edward Jones in Nevada, IA and has over 8 years of experience in the finance industry.
Linda Harem (CRD# 2749048) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Newton, IA and has over 27 years of experience in the finance industry.
James Henry (CRD# 5108787) is an Investment Advisor Representative working at Principal Securities, Inc. in West Des Moines, IA and has over 18 years of experience in the finance industry.
Deborah Jackson (CRD# 878495) is an Investment Advisor Representative working at Osaic Wealth, Inc. in West Des Moines, IA and has over 31 years of experience in the finance industry.
Adam Kline (CRD# 4802987) is an Investment Advisor Representative working at Edward Jones in Bondurant, IA and has over 19 years of experience in the finance industry.
Mark Kolpin (CRD# 4562205) is an Investment Advisor Representative working at Edward Jones in Grinnell, IA and has over 19 years of experience in the finance industry.
Paul Kolpin (CRD# 2696315) is an Investment Advisor Representative working at Edward Jones in Grinnell, IA and has over 24 years of experience in the finance industry.
Brendan Lamont (CRD# 5416813) is an Investment Advisor Representative working at Edward Jones in Newton, IA and has over 16 years of experience in the finance industry.
Daniel Marlow (CRD# 5142191) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Roland, IA and has over 17 years of experience in the finance industry.