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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
Dennis Eslick (CRD# 1139480) is an Investment Advisor Representative working at M Holdings Securities, Inc. in Waterloo, IA and has over 40 years of experience in the finance industry.
Kevin Eslick (CRD# 6029823) is an Investment Advisor Representative working at M Holdings Securities, Inc. in Waterloo, IA and has over 11 years of experience in the finance industry.
Nolan Farwell (CRD# 4983567) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Waterloo, IA and has over 15 years of experience in the finance industry.
Chase Felchle (CRD# 6210927) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Waterloo, IA and has over 10 years of experience in the finance industry.
Tammy Feldmann Kelchen (CRD# 6214550) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Manchester, IA and has over 10 years of experience in the finance industry.
James Fisher (CRD# 2454054) is an Investment Advisor Representative working at Edward Jones in Manchester, IA and has over 29 years of experience in the finance industry.
James Franzen (CRD# 1850403) is an Investment Advisor Representative working at Cutter & Company, Inc. in Denver, IA and has over 35 years of experience in the finance industry.
Jeffry Fruchtenicht (CRD# 2111746) is an Investment Advisor Representative working at United Planners' Financial Services Of America A Limited Partner in Independence, IA and has over 33 years of experience in the finance industry. Jeffry Fruchtenicht 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 Funk (CRD# 3232890) is an Investment Advisor Representative working at Northwestern Mutual Investment Services,llc in Waterloo, IA and has over 24 years of experience in the finance industry.
Nicholas Gary (CRD# 6288377) is an Investment Advisor Representative working at U.s. Bancorp Investments, Inc. in Waterloo, IA and has over 8 years of experience in the finance industry.