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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
Andra Reason (CRD# 6630443) is an Investment Advisor Representative working at Mercer Global Advisors Inc. in Ames, IA and has 1 year of experience in the finance industry. Andra Reason 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.
Todd Reinhardt (CRD# 2173493) is an Investment Advisor Representative working at Lpl Financial LLC in Ankeny, IA and has over 32 years of experience in the finance industry.
Jenifer Rieck (CRD# 5521587) is an Investment Advisor Representative working at Prudential Financial Planning Services in Story City, IA and has over 15 years of experience in the finance industry.
Stephen Roe (CRD# 1341313) is an Investment Advisor Representative working at Principal Securities, Inc. in Panora, IA and has over 39 years of experience in the finance industry.
Adam Russell (CRD# 5325670) is an Investment Advisor Representative working at Russell Wealth Advisors in Boone, IA and has over 16 years of experience in the finance industry.
Andrew Russell (CRD# 6047409) is an Investment Advisor Representative working at Russell Wealth Advisors in Boone, IA and has over 6 years of experience in the finance industry.
Gary Russell (CRD# 1027160) is an Investment Advisor Representative working at Russell Wealth Advisors in Boone, IA and has over 38 years of experience in the finance industry.
Douglas Schulte (CRD# 2969044) is an Investment Advisor Representative working at Lpl Financial LLC in Clive, IA and has over 26 years of experience in the finance industry.
Lucus Scott (CRD# 5766509) is an Investment Advisor Representative working at Lpl Financial LLC in Ankeny, IA and has over 14 years of experience in the finance industry.
Karla Sexton (CRD# 2791641) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Ames, IA and has over 22 years of experience in the finance industry.