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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
Garrett Akins (CRD# 5099751) is an Investment Advisor Representative working at Edward Jones in Waverly, IA and has over 4 years of experience in the finance industry.
Jeffrey Beck (CRD# 6594971) is an Investment Advisor Representative working at Principal Securities, Inc. in Waverly, IA and has over 8 years of experience in the finance industry.
Arcon Concepcion (CRD# 4912985) is an Investment Advisor Representative working at Lpl Financial LLC in Charles City, IA and has over 14 years of experience in the finance industry.
Matthew Dietzenbach (CRD# 7222869) is an Investment Advisor Representative working at Principal Securities, Inc. in Calmar, IA and has over 3 years of experience in the finance industry.
Eric Miller (CRD# 7658057) is an Investment Advisor Representative working at Principal Securities, Inc. in Charles City, IA and has 1 year of experience in the finance industry.
Chad Mills (CRD# 7260281) is an Investment Advisor Representative working at Lpl Financial LLC in Decorah, IA and has over 4 years of experience in the finance industry. Chad Mills 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.
Jeremy Rogstad (CRD# 5672824) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Charles City, IA and has over 14 years of experience in the finance industry.
Karen Sandrella (CRD# 7029436) is an Investment Advisor Representative working at Lpl Financial LLC in Waverly, IA and has over 2 years of experience in the finance industry.
Jessie Schultz (CRD# 7007973) is an Investment Advisor Representative working at Edward Jones in Charles City, IA and has over 3 years of experience in the finance industry.
Matthew Temple (CRD# 7397480) is an Investment Advisor Representative working at Accel Wealth Management in Waverly, IA and has over 2 years of experience in the finance industry.