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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
Lucas Johansen (CRD# 6735342) is an Investment Advisor Representative working at Bankers Life Advisory Services, Inc. in Waterloo, IA and has over 6 years of experience in the finance industry.
Deanna Johnson (CRD# 4374566) is an Investment Advisor Representative working at Principal Securities, Inc. in Sumner, IA and has over 16 years of experience in the finance industry.
Michael Johnson (CRD# 6133507) is an Investment Advisor Representative working at Edward Jones in West Union, IA and has over 11 years of experience in the finance industry.
Tara Kabance (CRD# 2887195) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Waterloo, IA and has over 20 years of experience in the finance industry.
Alan Keltner (CRD# 4122363) is an Investment Advisor Representative working at Avantax Planning Partners, Inc. in Manchester, IA and has over 24 years of experience in the finance industry.
Kathleen Kennicott (CRD# 2850793) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Waterloo, IA and has over 27 years of experience in the finance industry.
Ronald Kiewiet (CRD# 269211) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Waterloo, IA and has over 32 years of experience in the finance industry.
Thomas Kneeland (CRD# 1460485) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Waterloo, IA and has over 38 years of experience in the finance industry.
Zachary Knutson (CRD# 5736111) is an Investment Advisor Representative working at Innovative Wealth Management, LLC in Jesup, IA and has over 11 years of experience in the finance industry. Zachary Knutson 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.
Steven Koch (CRD# 4924390) is an Investment Advisor Representative working at Edward Jones in Waterloo, IA and has over 18 years of experience in the finance industry.