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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
Elijah Lee (CRD# 6557098) is an Investment Advisor Representative working at Lpl Financial LLC in Waterloo, IA and has over 7 years of experience in the finance industry.
Mikal Ludolph (CRD# 7120176) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Waterloo, IA and has over 2 years of experience in the finance industry.
Austin Myers (CRD# 7778301) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Dunkerton, IA and has 1 year of experience in the finance industry.
George Peterson (CRD# 7370883) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Waterloo, IA and has over 2 years of experience in the finance industry. George Peterson 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.
Marissa Quandahl (CRD# 4745109) is an Investment Advisor Representative working at United Planners' Financial Services Of America A Limited Partner in Independence, IA and has over 3 years of experience in the finance industry.
Chandra Ritter (CRD# 6419911) is an Investment Advisor Representative working at Edward Jones in Waterloo, IA and has 1 year of experience in the finance industry.
Abigail Sears (CRD# 5112238) is an Investment Advisor Representative working at Fsb Premier Wealth Management, Inc. in Waterloo, IA and has over 17 years of experience in the finance industry.
Nolan Tomlinson (CRD# 7295182) is an Investment Advisor Representative working at Fsb Premier Wealth Management, Inc. in Waterloo, IA and has 1 year of experience in the finance industry.
Joseph Trewin (CRD# 5562905) is an Investment Advisor Representative working at United Planners' Financial Services Of America A Limited Partner in Independence, IA and has over 15 years of experience in the finance industry.
Gretchen Walter (CRD# 6153178) is an Investment Advisor Representative working at Edward Jones in Manchester, IA and has 1 year of experience in the finance industry.