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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
Jordan Bathen (CRD# 5000358) is an Investment Advisor Representative working at United Planners' Financial Services Of America A Limited Partner in Independence, IA and has over 9 years of experience in the finance industry.
Mark Beckman (CRD# 3152139) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Manchester, IA and has over 25 years of experience in the finance industry.
Gerald Buhr (CRD# 2456118) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Oelwein, IA and has over 30 years of experience in the finance industry.
Nicholas Dennie (CRD# 5638224) is an Investment Advisor Representative working at Lpl Financial LLC in Winthrop, IA and has over 14 years of experience in the finance industry.
Valerie Ehler (CRD# 4459506) is an Investment Advisor Representative working at O'brien And Associates, Inc. in West Union, IA and has 1 year of experience in the finance industry.
Tammy Feldmann Kelchen (CRD# 6214550) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Manchester, IA and has over 10 years of experience in the finance industry.
James Fisher (CRD# 2454054) is an Investment Advisor Representative working at Edward Jones in Manchester, IA and has over 30 years of experience in the finance industry.
Jeffry Fruchtenicht (CRD# 2111746) is an Investment Advisor Representative working at United Planners' Financial Services Of America A Limited Partner in Independence, IA and has over 33 years of experience in the finance industry. Jeffry Fruchtenicht 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.
Mark Geertsma (CRD# 1743576) is an Investment Advisor Representative working at Nations Financial Group, Inc. in Independence, IA and has over 36 years of experience in the finance industry. Mark Geertsma 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.
Brian Gibson (CRD# 2460629) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in West Union, IA and has over 30 years of experience in the finance industry.