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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
James Humphreys (CRD# 4935139) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Cedar Rapids, IA and has over 19 years of experience in the finance industry.
Stephanie Imhoff (CRD# 6285394) is an Investment Advisor Representative working at Avantax Planning Partners, Inc. in Dubuque, IA and has over 10 years of experience in the finance industry.
Donna Jenkins (CRD# 4183142) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Cedar Rapids, IA and has over 23 years of experience in the finance industry.
Anita Kalafut (CRD# 2715167) is an Investment Advisor Representative working at Avantax Planning Partners, Inc. in Dubuque, IA and has over 28 years of experience in the finance industry. Anita Kalafut 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.
Issa Karadsheh (CRD# 6638913) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Cedar Rapids, IA and has over 7 years of experience in the finance industry.
Stephanie Karr (CRD# 3260041) is an Investment Advisor Representative working at Rbc Capital Markets, LLC in Cedar Rapids, IA and has over 24 years of experience in the finance industry.
Alan Keltner (CRD# 4122363) is an Investment Advisor Representative working at Avantax Planning Partners, Inc. in Manchester, IA and has over 24 years of experience in the finance industry.
Anthony Keppler (CRD# 1032655) is an Investment Advisor Representative working at Nbc Securities, Inc. in Dubuque, IA and has over 42 years of experience in the finance industry.
William Kirkpatrick (CRD# 1004857) is an Investment Advisor Representative working at Prudential Financial Planning Services in Cedar Rapids, IA and has over 41 years of experience in the finance industry.
Sharon Kluesner (CRD# 4467002) is an Investment Advisor Representative working at Wealth Enhancement Advisory Services, LLC in Dubuque, IA and has 1 year of experience in the finance industry.