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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
Travis Hensley (CRD# 4292215) is an Investment Advisor Representative working at Primerica Advisors in Sidney, IA and has over 17 years of experience in the finance industry.
Brandon Kew (CRD# 6753103) is an Investment Advisor Representative working at Sagespring Wealth Partners in Clarinda, IA and has over 7 years of experience in the finance industry.
Daniel Miller (CRD# 4797752) is an Investment Advisor Representative working at Usa Financial Securities Corporation in Red Oak, IA and has over 19 years of experience in the finance industry. Daniel Miller 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.
Ronald Payne (CRD# 5302178) is an Investment Advisor Representative working at Primerica Advisors in Sidney, IA and has over 17 years of experience in the finance industry.
Brandon Porter (CRD# 6830400) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Glenwood, IA and has over 6 years of experience in the finance industry.
Matthew Portrey (CRD# 5052794) is an Investment Advisor Representative working at Edward Jones in Glenwood, IA and has over 17 years of experience in the finance industry.
Kaleb Robuck (CRD# 5928023) is an Investment Advisor Representative working at Usa Financial Securities Corporation in Red Oak, IA and has over 8 years of experience in the finance industry.
Duane Sturm (CRD# 2275213) is an Investment Advisor Representative working at Sagespring Wealth Partners in Clarinda, IA and has over 31 years of experience in the finance industry.
Jackie Wright (CRD# 1490595) is an Investment Advisor Representative working at Edward Jones in Red Oak, IA and has over 36 years of experience in the finance industry.
David Carbaugh (CRD# 5111114) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Red Oak, IA and has over 17 years of experience in the finance industry.