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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
Kyle Matzen (CRD# 6175544) is an Investment Advisor Representative working at Edward Jones in Polk City, IA and has over 10 years of experience in the finance industry.
Michele McCarty-Woods (CRD# 2261080) is an Investment Advisor Representative working at Brokers Financial in Panora, IA and has over 16 years of experience in the finance industry.
Robert McCoy (CRD# 4579183) is an Investment Advisor Representative working at Avantax Planning Partners, Inc. in Ankeny, IA and has over 14 years of experience in the finance industry.
Donald McFarland (CRD# 1663794) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Ames, IA and has over 25 years of experience in the finance industry.
Mark McLaughlin (CRD# 4959300) is an Investment Advisor Representative working at Lincoln Financial Securities Corporation in Ankeny, IA and has over 18 years of experience in the finance industry.
Michael McVicker (CRD# 2216538) is an Investment Advisor Representative working at Northwestern Mutual Investment Services,llc in Ames, IA and has over 32 years of experience in the finance industry.
Loren Merkle (CRD# 3144188) is an Investment Advisor Representative working at Merkle Retirement Planning in Grimes, IA and has over 25 years of experience in the finance industry. Loren Merkle 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.
Alan Metz (CRD# 3181394) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Ames, IA and has over 25 years of experience in the finance industry.
Matthew Moffitt (CRD# 4311692) is an Investment Advisor Representative working at Principal Securities, Inc. in Madrid, IA and has over 19 years of experience in the finance industry.
Andrew Murdoch (CRD# 5575143) is an Investment Advisor Representative working at Edward Jones in Ames, IA and has over 15 years of experience in the finance industry.