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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
Vincent Sturm (CRD# 3128214) is an Investment Advisor Representative working at Kestra Advisory Services, LLC in Perry, IA and has over 25 years of experience in the finance industry.
Kelsey Summers (CRD# 5644462) is an Investment Advisor Representative working at Advice And Planning Services in Ames, IA and has over 14 years of experience in the finance industry.
David Suntken (CRD# 2214499) is an Investment Advisor Representative working at Ria Advisory Group, LLC in Ames, IA and has over 32 years of experience in the finance industry.
Deann Thompson (CRD# 1218849) is an Investment Advisor Representative working at Edward Jones in Huxley, IA and has over 38 years of experience in the finance industry.
Kyle Thompson (CRD# 6598283) is an Investment Advisor Representative working at Leetown Advisors in Ankeny, IA and has over 7 years of experience in the finance industry.
Troy Thompson (CRD# 1873172) is an Investment Advisor Representative working at First Heartland Consultants, Inc. in Boone, IA and has over 35 years of experience in the finance industry. Troy Thompson 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.
John Tillo (CRD# 3004975) is an Investment Advisor Representative working at Edward Jones in Ames, IA and has over 26 years of experience in the finance industry.
Kirk Tokheim (CRD# 3249439) is an Investment Advisor Representative working at Ae Wealth Management, LLC in Boone, IA and has over 24 years of experience in the finance industry.
Annette Utterback (CRD# 2136808) is an Investment Advisor Representative working at Lsb Wealth Management in Ankeny, IA and has over 33 years of experience in the finance industry.
Allison Ver Steegt (CRD# 6738850) is an Investment Advisor Representative working at Edward Jones in Ankeny, IA and has over 7 years of experience in the finance industry.