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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
Nathanial Phillips (CRD# 6263683) is an Investment Advisor Representative working at Lpl Financial LLC in West Point, NE and has over 10 years of experience in the finance industry. Nathanial Phillips 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.
Donald Sorensen (CRD# 4008837) is an Investment Advisor Representative working at Edward Jones in Blair, NE and has over 24 years of experience in the finance industry.
Scott Watts (CRD# 2289020) is an Investment Advisor Representative working at U.s. Bancorp Investments, Inc. in Onawa, IA and has over 31 years of experience in the finance industry.
Raymond Welsh (CRD# 1712976) is an Investment Advisor Representative working at Mml Investors Services, LLC in Pender, NE and has over 35 years of experience in the finance industry.
Douglas Zima (CRD# 1084118) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Onawa, IA and has over 41 years of experience in the finance industry.
Jeremy Borchers (CRD# 7324424) is an Investment Advisor Representative working at Knights Of Columbus Asset Advisors LLC in West Point, NE and has over 3 years of experience in the finance industry.
Andrew Welsh (CRD# 7085865) is an Investment Advisor Representative working at Mml Investors Services, LLC in Pender, NE and has over 4 years of experience in the finance industry.