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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
Kassidy Gillen (CRD# 7289441) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Mason City, IA and has over 3 years of experience in the finance industry.
Holly Johnson (CRD# 7535012) is an Investment Advisor Representative working at Edward Jones in Mason City, IA and has 1 year of experience in the finance industry.
Stephanie Lyles (CRD# 6980475) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Mason City, IA and has over 3 years of experience in the finance industry.
Eric Miller (CRD# 7658057) is an Investment Advisor Representative working at Principal Securities, Inc. in Charles City, IA and has 1 year of experience in the finance industry.
David Osborne (CRD# 7194892) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Northwood, IA and has over 3 years of experience in the finance industry.
Jeremy Rogstad (CRD# 5672824) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Charles City, IA and has over 14 years of experience in the finance industry.
Jessie Schultz (CRD# 7007973) is an Investment Advisor Representative working at Edward Jones in Charles City, IA and has over 3 years of experience in the finance industry.
Rachael Swanson (CRD# 7649004) is an Investment Advisor Representative working at Commonwealth Financial Network in Mason City, IA and has 1 year of experience in the finance industry.
Jennifer Verstegen (CRD# 6608030) is an Investment Advisor Representative working at Edward Jones in Mason City, IA and has 1 year of experience in the finance industry.
Mekenna Weiss (CRD# 6962704) is an Investment Advisor Representative working at Edward Jones in Mason City, IA and has 1 year of experience in the finance industry.