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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
Wesley Brown (CRD# 6067270) is an Investment Advisor Representative working at Securities America Advisors, Inc. in La Vista, NE and has over 10 years of experience in the finance industry.
Michael Bryan (CRD# 6347193) is an Investment Advisor Representative working at Edward Jones in Omaha, NE and has over 9 years of experience in the finance industry.
Rachel Bukacek (CRD# 2885699) is an Investment Advisor Representative working at Securities America Advisors, Inc. in La Vista, NE and has over 25 years of experience in the finance industry.
Matthew Burton (CRD# 5538015) is an Investment Advisor Representative working at Edward Jones in Bellevue, NE and has over 15 years of experience in the finance industry.
John Buser (CRD# 1678723) is an Investment Advisor Representative working at Sequent Planning, LLC in Omaha, NE and has over 23 years of experience in the finance industry.
Amy Byrne (CRD# 1323791) is an Investment Advisor Representative working at America First Investment Advisors LLC in Omaha, NE and has over 5 years of experience in the finance industry.
Brooks Call (CRD# 2735054) is an Investment Advisor Representative working at Lakewood Asset Management, LLC in Omaha, NE and has over 24 years of experience in the finance industry.
Jennifer Carey (CRD# 2811356) is an Investment Advisor Representative working at D.a. Davidson & Company in Omaha, NE and has over 27 years of experience in the finance industry.
Todd Carlson (CRD# 4015078) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Council Bluffs, IA and has over 24 years of experience in the finance industry.
David Carratt (CRD# 1835016) is an Investment Advisor Representative working at Securities America Advisors, Inc. in La Vista, NE and has over 25 years of experience in the finance industry. David Carratt 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.