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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
Kelly Joneson (CRD# 1156756) is an Investment Advisor Representative working at Optimum Wealth Management, LLC in Pierre, SD and has over 39 years of experience in the finance industry. Kelly Joneson 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.
Rebecca Mikel (CRD# 4269892) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Pierre, SD and has over 22 years of experience in the finance industry.
Tobin Morris (CRD# 4837358) is an Investment Advisor Representative working at Colliers Securities LLC in Pierre, SD and has over 19 years of experience in the finance industry.
Bradley Reinke (CRD# 2696214) is an Investment Advisor Representative working at Newedge Advisors in Pierre, SD and has over 28 years of experience in the finance industry.
Douglas Rounds (CRD# 5981893) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Pierre, SD and has over 12 years of experience in the finance industry.
Marc Schmitz (CRD# 2474613) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Pierre, SD and has over 29 years of experience in the finance industry.
Marc Ulmen (CRD# 3249596) is an Investment Advisor Representative working at Edward Jones in Pierre, SD and has over 24 years of experience in the finance industry.
Sallie Doty (CRD# 6923618) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Pierre, SD and has over 5 years of experience in the finance industry.
Kristy Hight (CRD# 7202159) is an Investment Advisor Representative working at Wealth Management in Pierre, SD and has over 4 years of experience in the finance industry.
Samuel Missal (CRD# 7280599) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Pierre, SD and has over 3 years of experience in the finance industry.