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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
Brian Sohn (CRD# 5427526) is an Investment Advisor Representative working at Avantax Planning Partners, Inc. in Okoboji, IA and has over 16 years of experience in the finance industry.
Jan Spielman (CRD# 2301481) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Spencer, IA and has over 31 years of experience in the finance industry.
John Standafer (CRD# 5838010) is an Investment Advisor Representative working at Edward Jones in Worthington, MN and has over 13 years of experience in the finance industry.
Eric Van Der Heide (CRD# 6511174) is an Investment Advisor Representative working at Northwest Wealth Management, LLC in Spencer, IA and has over 8 years of experience in the finance industry.
Jason Vande Brake (CRD# 5377918) is an Investment Advisor Representative working at Northwest Wealth Management, LLC in Spencer, IA and has over 16 years of experience in the finance industry.
Jason Vote (CRD# 4420825) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Worthington, MN and has over 22 years of experience in the finance industry.
Beverly Walhof (CRD# 6331262) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Orange City, IA and has over 5 years of experience in the finance industry.
Mark Wilkinson (CRD# 6262990) is an Investment Advisor Representative working at Edward Jones in Spencer, IA and has over 10 years of experience in the finance industry.
Nicholas Anderson (CRD# 7608927) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Spencer, IA and has 1 year of experience in the finance industry.
Adam Buss (CRD# 7080655) is an Investment Advisor Representative working at Eagle Strategies LLC in Orange City, IA and has over 4 years of experience in the finance industry.