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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 Shinn (CRD# 4824796) is an Investment Advisor Representative working at Berthel Fisher & Company Financial Services, Inc. in Burlington, IA and has over 19 years of experience in the finance industry.
Joel Sieren (CRD# 4993765) is an Investment Advisor Representative working at Edward Jones in Burlington, IA and has over 18 years of experience in the finance industry.
Marvin Thomson (CRD# 2647126) is an Investment Advisor Representative working at Brokers Financial in Burlington, IA and has over 28 years of experience in the finance industry. Marvin Thomson 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.
Adam Turner (CRD# 5985304) is an Investment Advisor Representative working at Lpl Financial LLC in Galesburg, IL and has over 12 years of experience in the finance industry.
Todd Van Velsor (CRD# 6066630) is an Investment Advisor Representative working at Edward Jones in Galesburg, IL and has over 11 years of experience in the finance industry.
Michelle Wick (CRD# 4158648) is an Investment Advisor Representative working at U.s. Bancorp Investments, Inc. in Burlington, IA and has over 23 years of experience in the finance industry.
Craig Woolman (CRD# 862898) is an Investment Advisor Representative working at Stonebasin Capital Management, Inc. in Berwick, IL and has over 44 years of experience in the finance industry.
Christine Bailey (CRD# 7656617) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Galesburg, IL and has 1 year of experience in the finance industry.
Nicholas Bronson (CRD# 7089010) is an Investment Advisor Representative working at Lpl Financial LLC in Burlington, IA and has over 4 years of experience in the finance industry.
Brian Foecke (CRD# 4105404) is an Investment Advisor Representative working at Eagle Strategies LLC in Burlington, IA and has over 24 years of experience in the finance industry.