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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
Shawn Macken (CRD# 4602865) is an Investment Advisor Representative working at Lpl Financial LLC in West Point, NE and has over 21 years of experience in the finance industry.
Kenneth Marra (CRD# 4395964) is an Investment Advisor Representative working at Edward Jones in Wayne, NE and has over 22 years of experience in the finance industry.
Douglas Marx (CRD# 1224673) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Sioux City, IA and has over 40 years of experience in the finance industry.
Lynn McAllister (CRD# 4935461) is an Investment Advisor Representative working at U.s. Bancorp Investments, Inc. in Sioux City, IA and has over 18 years of experience in the finance industry.
Simeon Moes (CRD# 6798609) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Sioux City, IA and has over 6 years of experience in the finance industry.
Michael Nash (CRD# 1275828) is an Investment Advisor Representative working at Creativeone Securities, LLC in Sioux City, IA and has over 39 years of experience in the finance industry.
Bryon Oines (CRD# 5780114) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Sioux City, IA and has over 13 years of experience in the finance industry.
George Phelps (CRD# 362302) is an Investment Advisor Representative working at D.h. Hill Advisors, Inc. in Wayne, NE and has over 35 years of experience in the finance industry. George Phelps 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.
Nathanial Phillips (CRD# 6263683) is an Investment Advisor Representative working at Lpl Financial LLC in West Point, NE and has over 10 years of experience in the finance industry. Nathanial Phillips 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.
Scott Rath (CRD# 2143909) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Wayne, NE and has over 32 years of experience in the finance industry.