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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
Jonathan Perrin (CRD# 6910105) is an Investment Advisor Representative working at Intellicents Investment Solutions Inc. in Albert Lea, MN and has over 6 years of experience in the finance industry. Jonathan Perrin 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 Peters (CRD# 4171838) is an Investment Advisor Representative working at Commonwealth Financial Network in Mason City, IA and has over 23 years of experience in the finance industry.
Spenser Rahm (CRD# 5792536) is an Investment Advisor Representative working at Lpl Financial LLC in Clear Lake, IA and has over 13 years of experience in the finance industry.
Devin Reimer (CRD# 4909998) is an Investment Advisor Representative working at Intellicents Investment Solutions Inc. in Albert Lea, MN and has over 17 years of experience in the finance industry. Devin Reimer 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.
Richard Ryan (CRD# 5828789) is an Investment Advisor Representative working at Rda Financial Network in Mason City, IA and has over 13 years of experience in the finance industry.
Thomas Sernett (CRD# 4211165) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Mason City, IA and has over 23 years of experience in the finance industry. Thomas Sernett 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.
Mark Smed (CRD# 2629097) is an Investment Advisor Representative working at Isc Financial Advisors in Albert Lea, MN and has over 28 years of experience in the finance industry.
Daniel Sokolowski (CRD# 2183868) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Clear Lake, IA and has over 15 years of experience in the finance industry.
Diane Sokolowski (CRD# 2995562) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Clear Lake, IA and has over 24 years of experience in the finance industry.
Jason Stierman (CRD# 4934808) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Clear Lake, IA and has over 18 years of experience in the finance industry. Jason Stierman 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.