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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
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.
Kimberly Ruter (CRD# 6206416) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Clear Lake, IA and has over 10 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.
Rachael Swanson (CRD# 7649004) is an Investment Advisor Representative working at Commonwealth Financial Network in Mason City, IA and has 1 year of experience in the finance industry.
Jennifer Verstegen (CRD# 6608030) is an Investment Advisor Representative working at Edward Jones in Mason City, IA and has 1 year of experience in the finance industry.
Mekenna Weiss (CRD# 6962704) is an Investment Advisor Representative working at Edward Jones in Mason City, IA and has 1 year of experience in the finance industry.
Karla Wellik (CRD# 4830305) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Clear Lake, IA and has over 5 years of experience in the finance industry.
Heather Willborn (CRD# 3035983) is an Investment Advisor Representative working at Lpl Financial LLC in Clarksville, IA and has over 23 years of experience in the finance industry. Heather Willborn 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.