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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
Lance Evans (CRD# 4433785) is an Investment Advisor Representative working at Northwest Wealth Management, LLC in Spencer, IA and has over 22 years of experience in the finance industry.
Nicole Evans (CRD# 6255480) is an Investment Advisor Representative working at Northwest Wealth Management, LLC in Arnolds Park, IA and has over 10 years of experience in the finance industry.
Kevin Frette (CRD# 5904204) is an Investment Advisor Representative working at Northwest Wealth Management, LLC in Spencer, IA and has over 12 years of experience in the finance industry.
Katy Guinn (CRD# 6738576) is an Investment Advisor Representative working at Northwest Wealth Management, LLC in Spencer, IA and has over 6 years of experience in the finance industry.
Aaron Hagen (CRD# 6360658) is an Investment Advisor Representative working at Momentum Independent Network Inc. in Worthington, MN and has over 8 years of experience in the finance industry.
Todd Henderson (CRD# 3268858) is an Investment Advisor Representative working at Equitable Advisors, LLC in Worthington, MN and has over 24 years of experience in the finance industry.
Matthew Higgins (CRD# 4304561) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Spirit Lake, IA and has over 23 years of experience in the finance industry.
James Horst (CRD# 3080075) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Spencer, IA and has over 25 years of experience in the finance industry. James Horst 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.
Christopher Immeker (CRD# 3169320) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Melvin, IA and has over 25 years of experience in the finance industry.
Dean Jacobsen (CRD# 6429693) 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. Dean Jacobsen 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.