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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
Matthew Dendinger (CRD# 6108789) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Ponca, NE and has over 11 years of experience in the finance industry.
Donald Acker (CRD# 2263538) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Sioux City, IA and has over 31 years of experience in the finance industry. Donald Acker 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.
Jessica Acker (CRD# 5148357) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Sioux City, IA and has over 17 years of experience in the finance industry. Jessica Acker 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.
Cynthia Agnes (CRD# 4244827) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Sioux City, IA and has over 23 years of experience in the finance industry.
James Augustine (CRD# 1915966) is an Investment Advisor Representative working at Rbc Capital Markets, LLC in Dakota Dunes, SD and has over 34 years of experience in the finance industry.
Dana Baldridge (CRD# 5533330) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Sioux City, IA and has over 5 years of experience in the finance industry. Dana Baldridge 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.
Steven Ballard (CRD# 3114400) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Dakota Dunes, SD and has over 25 years of experience in the finance industry. Steven Ballard 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.
Kelsey Bankey (CRD# 5369431) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Dakota Dunes, SD and has over 13 years of experience in the finance industry. Kelsey Bankey 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.
Patrick Berger (CRD# 5553215) is an Investment Advisor Representative working at Principal Securities, Inc. in N Sioux City, SD and has over 15 years of experience in the finance industry.
Gail Bivens-Rose (CRD# 3078565) is an Investment Advisor Representative working at Robert W. Baird & Company Incorporated in Sioux City, IA and has over 25 years of experience in the finance industry.