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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
Daniel Nielsen (CRD# 5481403) is an Investment Advisor Representative working at Lpl Financial LLC in Winterset, IA and has over 16 years of experience in the finance industry.
Shannon Obert (CRD# 4347550) is an Investment Advisor Representative working at Principal Advised Services in Coon Rapids, IA and has over 19 years of experience in the finance industry.
Suzanne Porske (CRD# 6663682) is an Investment Advisor Representative working at Aegis Wealth Management, Inc. in Guthrie Center, IA and has over 8 years of experience in the finance industry.
Logan Queck (CRD# 6618196) is an Investment Advisor Representative working at Integrity Wealth Management LLC in Waukee, IA and has over 8 years of experience in the finance industry.
Derek Sargent (CRD# 5536618) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Adair, IA and has over 15 years of experience in the finance industry.
Christopher Schall (CRD# 5722443) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Waukee, IA and has over 14 years of experience in the finance industry.
Greg Shahan (CRD# 2842651) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Winterset, IA and has over 27 years of experience in the finance industry.
Jeff Shahan (CRD# 3180018) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Winterset, IA and has over 24 years of experience in the finance industry.
Loren Sherman (CRD# 5457141) is an Investment Advisor Representative working at Integrity Wealth Management LLC in Waukee, IA and has over 16 years of experience in the finance industry.
Joshua Stephens (CRD# 6602106) is an Investment Advisor Representative working at Aegis Wealth Management, Inc. in Guthrie Center, IA and has over 8 years of experience in the finance industry.