-
Distance Metro area (25 miles)
-
COMPENSATION Either
-
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
Christopher Uglum (CRD# 4615675) is an Investment Advisor Representative working at Lpl Financial LLC in Adel, IA and has over 21 years of experience in the finance industry.
Brian Weckman (CRD# 2912379) is an Investment Advisor Representative working at Actis Wealth Management in Waukee, IA and has over 26 years of experience in the finance industry.
Edward Wright (CRD# 1198958) is an Investment Advisor Representative working at Investors First Advisory Services Corp. in Guthrie Center, IA and has over 40 years of experience in the finance industry.
Mark Augustsson (CRD# 7889847) is an Investment Advisor Representative working at Aegis Wealth Management, Inc. in Guthrie Center, IA and has 1 year of experience in the finance industry.
Frank Barrale (CRD# 7677782) is an Investment Advisor Representative working at Aegis Wealth Management, Inc. in Guthrie Center, IA and has 1 year of experience in the finance industry.
Tyler Cahill (CRD# 7769408) is an Investment Advisor Representative working at Eagle Strategies LLC in Adel, IA and has 1 year of experience in the finance industry.
Robert Carr (CRD# 4515707) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Gutherie Center, IA and has over 21 years of experience in the finance industry.
Lisa Cassidy (CRD# 7198625) is an Investment Advisor Representative working at Aegis Wealth Management, Inc. in Guthrie Center, IA and has over 4 years of experience in the finance industry.
Tyler Haines (CRD# 5806304) is an Investment Advisor Representative working at T. Rowe Price Associates, Inc. in Waukee, IA and has over 13 years of experience in the finance industry.
Jill Hankel (CRD# 7346878) is an Investment Advisor Representative working at Lpl Financial LLC in Jefferson, IA and has 1 year of experience in the finance industry.