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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
David Jarvill (CRD# 2119742) is an Investment Advisor Representative working at Osaic Institutions, Inc. in Charles City, IA and has over 33 years of experience in the finance industry. David Jarvill 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.
Joseph Jaszemski (CRD# 6139519) is an Investment Advisor Representative working at Lpl Financial LLC in Clarksville, IA and has over 11 years of experience in the finance industry.
Deanna Johnson (CRD# 4374566) is an Investment Advisor Representative working at Principal Securities, Inc. in Sumner, IA and has over 16 years of experience in the finance industry.
Dane Johnston (CRD# 4491667) is an Investment Advisor Representative working at First Heartland Consultants, Inc. in Waverly, IA and has over 21 years of experience in the finance industry.
Emily Lane (CRD# 4824019) is an Investment Advisor Representative working at Lpl Financial LLC in Waverly, IA and has over 19 years of experience in the finance industry.
David Messina (CRD# 6304925) is an Investment Advisor Representative working at Lpl Financial LLC in Waverly, IA and has over 9 years of experience in the finance industry.
Gary Parson (CRD# 1870581) is an Investment Advisor Representative working at Lpl Financial LLC in Waverly, IA and has over 23 years of experience in the finance industry.
Gregory Piehl (CRD# 1956265) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Waverly, IA and has over 15 years of experience in the finance industry.
Kari Schaffer (CRD# 3015611) is an Investment Advisor Representative working at L.m. Kohn & Company in Waverly, IA and has over 22 years of experience in the finance industry.
Monica Severson (CRD# 6579099) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Waverly, IA and has over 7 years of experience in the finance industry.