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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
Lynn Kermes (CRD# 5146636) is an Investment Advisor Representative working at Intellicents Investment Solutions Inc. in Albert Lea, MN and has over 17 years of experience in the finance industry.
David Klatt (CRD# 2237108) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Albert Lea, MN and has over 31 years of experience in the finance industry.
David Kramer (CRD# 5770284) is an Investment Advisor Representative working at Edward Jones in Albert Lea, MN and has over 13 years of experience in the finance industry.
Thad Kusick (CRD# 4517538) is an Investment Advisor Representative working at Edward Jones in Austin, MN and has over 21 years of experience in the finance industry.
Kristian Lamont (CRD# 5625421) is an Investment Advisor Representative working at Lpl Financial LLC in Mason City, IA and has over 15 years of experience in the finance industry. Kristian Lamont 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.
Todd Leet (CRD# 6791977) is an Investment Advisor Representative working at Concorde Asset Management, LLC in Mason City, IA and has over 6 years of experience in the finance industry.
Cynthia Low (CRD# 1838581) is an Investment Advisor Representative working at Geneos Wealth Management, Inc. in Austin, MN and has over 35 years of experience in the finance industry.
Kristy Marquis (CRD# 4460115) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Mason City, IA and has over 22 years of experience in the finance industry.
William Martin (CRD# 1669836) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Mason City, IA and has over 36 years of experience in the finance industry.