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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
Joshua Carter (CRD# 6062481) is an Investment Advisor Representative working at Lpl Financial LLC in Ankeny, IA and has over 11 years of experience in the finance industry.
Clayton Cheney (CRD# 5884820) is an Investment Advisor Representative working at Lpl Financial LLC in Johnston, IA and has over 13 years of experience in the finance industry.
Wayne Christ (CRD# 1022236) is an Investment Advisor Representative working at Concourse Financial Group Advisors in Ankeny, IA and has over 42 years of experience in the finance industry.
Jon Christensen (CRD# 1604306) is an Investment Advisor Representative working at Christensen Capital, LLC in Slater, IA and has over 37 years of experience in the finance industry.
Mitchem Clefisch (CRD# 5872514) is an Investment Advisor Representative working at Edward Jones in Polk City, IA and has over 13 years of experience in the finance industry.
Jonathan Close (CRD# 6074284) is an Investment Advisor Representative working at Edward Jones in Ames, IA and has over 11 years of experience in the finance industry.
Nevin Conlon (CRD# 6708883) is an Investment Advisor Representative working at Clarity Asset Management, Inc. in Ames, IA and has over 6 years of experience in the finance industry. Nevin Conlon 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.
Chad Cook (CRD# 5135137) is an Investment Advisor Representative working at Advice And Planning Services in Ames, IA and has over 17 years of experience in the finance industry.
Chad Copley (CRD# 4846414) is an Investment Advisor Representative working at Northwestern Mutual Investment Services,llc in Ames, IA and has over 19 years of experience in the finance industry.
Theresa Corcoran (CRD# 2626401) is an Investment Advisor Representative working at Kestra Advisory Services, LLC in Johnston, IA and has over 28 years of experience in the finance industry.