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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
Laura Hutter (CRD# 7415672) is an Investment Advisor Representative working at Aegis Wealth Management, Inc. in Guthrie Center, IA and has over 2 years of experience in the finance industry.
Griffin Malatino (CRD# 7608888) 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.
Tara McDonald (CRD# 5850910) is an Investment Advisor Representative working at Moloney Securities Asset Management LLC in Winterset, IA and has over 12 years of experience in the finance industry. Tara McDonald 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.
Anthony Pisani (CRD# 6460411) 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.
Hunter Pistole (CRD# 7496102) is an Investment Advisor Representative working at Aegis Wealth Management, Inc. in Guthrie Center, IA and has over 2 years of experience in the finance industry.
Jennifer Policky (CRD# 5819646) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Guthrie Center, IA and has over 13 years of experience in the finance industry.
John Ruddy (CRD# 5622645) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Winterset, IA and has over 15 years of experience in the finance industry.
Shawn Shindelar (CRD# 7626126) is an Investment Advisor Representative working at Lpl Financial LLC in Ogden, IA and has 1 year of experience in the finance industry.
Robert Smith (CRD# 3012791) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Waukee, IA and has over 26 years of experience in the finance industry.
Lucas Speltz (CRD# 4662338) is an Investment Advisor Representative working at Ashland Advisors Pllc in Van Meter, IA and has over 20 years of experience in the finance industry.