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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
Elwyn Kempfert (CRD# 5395872) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Aurelia, IA and has over 16 years of experience in the finance industry.
Joseph McCollum (CRD# 6546856) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Sac City, IA and has over 8 years of experience in the finance industry.
Levi Morris (CRD# 6064218) is an Investment Advisor Representative working at Lpl Financial LLC in Albert City, IA and has over 10 years of experience in the finance industry. Levi Morris 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.
Jeffrey Nelson (CRD# 2140961) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Lake City, IA and has over 32 years of experience in the finance industry.
Joshua Newhouse (CRD# 4946906) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Storm Lake, IA and has over 18 years of experience in the finance industry.
Matthew Phillips (CRD# 5522521) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Storm Lake, IA and has over 15 years of experience in the finance industry.
Douglas Schmidt (CRD# 3226424) is an Investment Advisor Representative working at Edward Jones in Ida Grove, IA and has over 24 years of experience in the finance industry.
Fred Sweers (CRD# 1549283) is an Investment Advisor Representative working at Bradford Financial Center in Ida Grove, IA and has over 37 years of experience in the finance industry.
Erika Wachholz (CRD# 3057488) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Storm Lake, IA and has over 22 years of experience in the finance industry.
Colton Wicker (CRD# 6577722) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Sac City, IA and has over 7 years of experience in the finance industry.