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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
Bradley Schmitz (CRD# 5056939) is an Investment Advisor Representative working at Lpl Financial LLC in Okoboji, IA and has over 18 years of experience in the finance industry.
Brian Sohn (CRD# 5427526) is an Investment Advisor Representative working at Avantax Planning Partners, Inc. in Okoboji, IA and has over 16 years of experience in the finance industry.
Keith Deitering (CRD# 7576022) is an Investment Advisor Representative working at Lpl Financial LLC in Okoboji, IA and has 1 year of experience in the finance industry.
Michael Schlitter (CRD# 7600719) is an Investment Advisor Representative working at Avantax Planning Partners, Inc. in Okoboji, IA and has 1 year of experience in the finance industry.
Elwin Aggen (CRD# 2240788) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Worthington, MN and has over 31 years of experience in the finance industry. Elwin Aggen 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.
Curtis Baumgard (CRD# 3050508) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Lakefield, MN and has over 25 years of experience in the finance industry. Curtis Baumgard 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.
Donald Breuker (CRD# 2525091) is an Investment Advisor Representative working at Royal Fund Management, LLC in Spirit Lake, IA and has over 29 years of experience in the finance industry.
Marilyn Carter (CRD# 1249368) is an Investment Advisor Representative working at Insight Securities, Inc. in Spirit Lake, IA and has over 40 years of experience in the finance industry.
Danielle Doran (CRD# 6437382) is an Investment Advisor Representative working at Northwest Wealth Management, LLC in Spencer, IA and has over 9 years of experience in the finance industry.
Anthony Elbert (CRD# 4361584) is an Investment Advisor Representative working at Edward Jones in Emmetsburg, IA and has over 22 years of experience in the finance industry.