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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
Martin Kelly (CRD# 7282714) is an Investment Advisor Representative working at Mokosak Advisory Group, LLC in Urbandale, IA and has over 3 years of experience in the finance industry. Martin Kelly 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.
Gina Leguria (CRD# 7839114) is an Investment Advisor Representative working at Brokers Financial in Urbandale, IA and has 1 year of experience in the finance industry.
Kevin McGuire (CRD# 2690404) is an Investment Advisor Representative working at Rockway Wealth Partners in Urbandale, IA and has over 28 years of experience in the finance industry.
Jay Narwani (CRD# 7807936) is an Investment Advisor Representative working at Brokers Financial in Urbandale, IA and has 1 year of experience in the finance industry.
Lucas Nerhus (CRD# 7605434) is an Investment Advisor Representative working at Edward Jones in Urbandale, IA and has 1 year of experience in the finance industry.
Cornelius O'reilly (CRD# 7655134) is an Investment Advisor Representative working at Brokers Financial in Urbandale, IA and has 1 year of experience in the finance industry.
Jacob Oberender (CRD# 7731950) is an Investment Advisor Representative working at Mokosak Advisory Group, LLC in Urbandale, IA and has 1 year of experience in the finance industry.
Zachary Otey (CRD# 4676593) is an Investment Advisor Representative working at Brokers Financial in Urbandale, IA and has over 20 years of experience in the finance industry.
Anthony Peck (CRD# 7716810) is an Investment Advisor Representative working at Brokers Financial in Urbandale, IA and has 1 year of experience in the finance industry.
Connor Peck (CRD# 7292715) is an Investment Advisor Representative working at Wilon Wealth Management in Urbandale, IA and has over 3 years of experience in the finance industry.