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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
Allan Walz (CRD# 2810668) is an Investment Advisor Representative working at Lpl Financial LLC in Pella, IA and has over 27 years of experience in the finance industry.
Craig Wassenaar (CRD# 2624672) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Pella, IA and has over 28 years of experience in the finance industry. Craig Wassenaar 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.
Mark Wiskus (CRD# 4121608) is an Investment Advisor Representative working at Eagle Strategies LLC in Pella, IA and has over 24 years of experience in the finance industry.
Wendy Albers (CRD# 7779071) is an Investment Advisor Representative working at Avantax Planning Partners, Inc. in Pella, IA and has 1 year of experience in the finance industry.
Jeremy Green (CRD# 7608885) is an Investment Advisor Representative working at Edward Jones in Pella, IA and has 1 year of experience in the finance industry.
Dakota Hills (CRD# 7253307) is an Investment Advisor Representative working at Edward Jones in Pella, IA and has over 3 years of experience in the finance industry.
Megan Holland (CRD# 7558018) is an Investment Advisor Representative working at Intellicents Investment Solutions Inc. in Pella, IA and has 1 year of experience in the finance industry.
Chad Klyn (CRD# 7773351) is an Investment Advisor Representative working at Avantax Planning Partners, Inc. in Pella, IA and has 1 year of experience in the finance industry.
Kaurie Marinkovich (CRD# 7753189) is an Investment Advisor Representative working at Edward Jones in Pella, IA and has 1 year of experience in the finance industry.
Levi Morrissey (CRD# 7209764) is an Investment Advisor Representative working at Park Avenue Securities LLC in Pella, IA and has 1 year of experience in the finance industry.