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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
Gregory Burbach (CRD# 4347989) is an Investment Advisor Representative working at Avantax Planning Partners, Inc. in Dubuque, IA and has 1 year of experience in the finance industry. Gregory Burbach 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.
Brian Burns (CRD# 1040877) is an Investment Advisor Representative working at Lion Street Advisors, LLC in Cedar Rapids, IA and has over 41 years of experience in the finance industry.
Jeffrey Busbee (CRD# 1515579) is an Investment Advisor Representative working at Busbee Wealth Advisors LLC in Cedar Rapids, IA and has over 37 years of experience in the finance industry. Jeffrey Busbee 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.
James Caldwell (CRD# 5276864) is an Investment Advisor Representative working at Bfc Planning, Inc. in Cedar Rapids, IA and has over 11 years of experience in the finance industry.
Quentin Campbell (CRD# 6393337) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Cedar Rapids, IA and has over 8 years of experience in the finance industry.
Matthew Cash (CRD# 5585697) is an Investment Advisor Representative working at Avantax Advisory Services in Dallas, TX and has over 15 years of experience in the finance industry. Matthew Cash 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.
Scott Chipokas (CRD# 1960058) is an Investment Advisor Representative working at Robert W. Baird & Company Incorporated in Cedar Rapids, IA and has over 28 years of experience in the finance industry.
Andrew Christofferson (CRD# 3248381) is an Investment Advisor Representative working at Berthel Fisher & Company Financial Services, Inc. in Cedar Rapids, IA and has over 24 years of experience in the finance industry.
Damien Clark (CRD# 5464549) is an Investment Advisor Representative working at Bfc Planning, Inc. in Cedar Rapids, IA and has over 13 years of experience in the finance industry.
Jeremy Clark (CRD# 6374752) is an Investment Advisor Representative working at Edward Jones in Cedar Rapids, IA and has over 9 years of experience in the finance industry.