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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
Jacob Daniels (CRD# 6218175) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Omaha, NE and has over 10 years of experience in the finance industry.
Stephanie Danks (CRD# 5915702) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Omaha, NE and has over 9 years of experience in the finance industry.
Michael David (CRD# 2880609) is an Investment Advisor Representative working at Cwm, LLC in Omaha, NE and has over 26 years of experience in the finance industry.
Megan Davidson Smith (CRD# 5445672) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Omaha, NE and has over 16 years of experience in the finance industry.
Akil Davis (CRD# 5841161) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Omaha, NE and has over 13 years of experience in the finance industry.
Danny Davis (CRD# 853374) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Omaha, NE and has over 44 years of experience in the finance industry.
Colton Dean (CRD# 6765475) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Omaha, NE and has over 7 years of experience in the finance industry.
John Dee (CRD# 6109436) is an Investment Advisor Representative working at Sterling Financial Advisors, LLC in Omaha, NE and has over 11 years of experience in the finance industry.
James Degaetano (CRD# 4568113) is an Investment Advisor Representative working at Cwm, LLC in Omaha, NE and has over 21 years of experience in the finance industry. James Degaetano 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.
Lauren Degroot (CRD# 6172334) is an Investment Advisor Representative working at Adaptive Advice, LLC in Omaha, NE and has over 11 years of experience in the finance industry.