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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
Jeffrey Knapp (CRD# 4329846) is an Investment Advisor Representative working at Avantax Planning Partners, Inc. in Algona, IA and has over 23 years of experience in the finance industry.
Thad Lichter (CRD# 5703792) is an Investment Advisor Representative working at Avantax Planning Partners, Inc. in Algona, IA and has over 14 years of experience in the finance industry.
Nicole Myer (CRD# 6750069) is an Investment Advisor Representative working at Avantax Planning Partners, Inc. in Algona, IA and has over 7 years of experience in the finance industry.
Steven Prottsman (CRD# 1436975) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Algona, IA and has over 38 years of experience in the finance industry.
Patrick Reding (CRD# 1790742) is an Investment Advisor Representative working at Berthel Fisher & Company Financial Services, Inc. in Algona, IA and has over 36 years of experience in the finance industry.
Bonita Schnurr (CRD# 2611731) is an Investment Advisor Representative working at Bfc Planning, Inc. in Algona, IA and has over 28 years of experience in the finance industry.
Jerri Soukup (CRD# 6338781) is an Investment Advisor Representative working at Edward Jones in Algona, IA and has over 9 years of experience in the finance industry.
Natalie Swartout (CRD# 5695050) is an Investment Advisor Representative working at Edward Jones in Garner, IA and has over 9 years of experience in the finance industry.
Taylor Wilson (CRD# 6868183) is an Investment Advisor Representative working at Greenstone Wealth Management in Forest City, IA and has over 6 years of experience in the finance industry. Taylor Wilson 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.
John Burns (CRD# 2485914) is an Investment Advisor Representative working at Eagle Strategies LLC in Algona, IA and has over 4 years of experience in the finance industry.