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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
Tonya Mathison (CRD# 2747110) is an Investment Advisor Representative working at Principal Securities, Inc. in Plattsmouth, NE and has over 23 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.
Jeremiah Mumm (CRD# 4614899) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Nebraska City, NE and has over 21 years of experience in the finance industry.
David Pease (CRD# 5078193) is an Investment Advisor Representative working at Commonwealth Financial Network in Nebraska City, NE and has over 18 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 9 years of experience in the finance industry.
Michael Schuldt (CRD# 2186222) is an Investment Advisor Representative working at Edward Jones in Plattsmouth, NE and has over 32 years of experience in the finance industry. Michael Schuldt 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.
Charles Trauger (CRD# 1358715) is an Investment Advisor Representative working at Lpl Financial LLC in Plattsmouth, NE and has over 6 years of experience in the finance industry.
C. Vanderveen (CRD# 4198105) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Nebraska City, NE and has over 24 years of experience in the finance industry.