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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
Brent Hinerichsen (CRD# 2334218) is an Investment Advisor Representative working at Principal Securities, Inc. in Dyersville, IA and has over 31 years of experience in the finance industry.
Michael Johnson (CRD# 6133507) is an Investment Advisor Representative working at Edward Jones in West Union, IA and has over 11 years of experience in the finance industry.
Alan Keltner (CRD# 4122363) is an Investment Advisor Representative working at Avantax Planning Partners, Inc. in Manchester, IA and has over 24 years of experience in the finance industry.
Daniel Kruse (CRD# 2782366) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in West Union, IA and has over 27 years of experience in the finance industry.
Daryl Kruse (CRD# 1460895) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in West Union, IA and has over 38 years of experience in the finance industry.
Donna Kuhlman (CRD# 5366057) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Colesburg, IA and has over 16 years of experience in the finance industry.
Mikel Markey (CRD# 5936603) is an Investment Advisor Representative working at United Planners' Financial Services Of America A Limited Partner in Independence, IA and has over 12 years of experience in the finance industry. Mikel Markey 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.
Rex Massey (CRD# 4548675) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Dyersville, IA and has over 21 years of experience in the finance industry.
Mark McGarvey (CRD# 4568252) is an Investment Advisor Representative working at Edward Jones in Independence, IA and has over 21 years of experience in the finance industry. Mark McGarvey 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.