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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
Timothy Heisterkamp (CRD# 2990304) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Jefferson, IA and has over 26 years of experience in the finance industry. Timothy Heisterkamp 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.
Bradley Heyer (CRD# 6239647) is an Investment Advisor Representative working at Edward Jones in Waukee, IA and has over 10 years of experience in the finance industry.
Kevin Hocker (CRD# 6299270) is an Investment Advisor Representative working at Aegis Wealth Management, Inc. in Guthrie Center, IA and has over 9 years of experience in the finance industry.
Jason Kleemeier (CRD# 2737336) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Winterset, IA and has over 25 years of experience in the finance industry.
David Lagrange (CRD# 4200976) is an Investment Advisor Representative working at Moloney Securities Asset Management LLC in Winterset, IA and has over 23 years of experience in the finance industry. David Lagrange 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.
Melissa Loest (CRD# 6272480) is an Investment Advisor Representative working at Edward Jones in Guthrie Center, IA and has over 10 years of experience in the finance industry.
Peter Loiler (CRD# 2778427) is an Investment Advisor Representative working at Edward Jones in Winterset, IA and has over 9 years of experience in the finance industry.
Whitney Messerschmitt (CRD# 6032709) is an Investment Advisor Representative working at Edward Jones in Winterset, IA and has over 7 years of experience in the finance industry.
Mark Millsap (CRD# 1074860) is an Investment Advisor Representative working at Lpl Financial LLC in Waukee, IA and has over 27 years of experience in the finance industry.
Mindie Molina (CRD# 6426436) is an Investment Advisor Representative working at Aegis Wealth Management, Inc. in Guthrie Center, IA and has over 10 years of experience in the finance industry.