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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
Lucas Listle (CRD# 6937217) is an Investment Advisor Representative working at Brokers Financial in Urbandale, IA and has over 4 years of experience in the finance industry.
Todd Lohman (CRD# 1921335) is an Investment Advisor Representative working at Global Retirement Partners LLC in Urbandale, IA and has over 35 years of experience in the finance industry.
Lindsay Maher (CRD# 5584678) is an Investment Advisor Representative working at Primerica Advisors in Urbandale, IA and has over 15 years of experience in the finance industry.
Alfred Mataloni (CRD# 2211991) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Urbandale, IA and has over 32 years of experience in the finance industry.
Andrew Maurer (CRD# 7003303) is an Investment Advisor Representative working at Edward Jones in Urbandale, IA and has over 5 years of experience in the finance industry.
Martin McCann (CRD# 2455442) is an Investment Advisor Representative working at Brokers Financial in Urbandale, IA and has over 29 years of experience in the finance industry.
Dale McCleish (CRD# 4579168) is an Investment Advisor Representative working at Avantax Planning Partners, Inc. in Urbandale, IA and has 1 year of experience in the finance industry.
Stephen McGoldrick (CRD# 2459894) is an Investment Advisor Representative working at Lincoln Financial Advisors Corporation in Urbandale, IA and has over 28 years of experience in the finance industry.
Aaron Milne (CRD# 5692927) is an Investment Advisor Representative working at Brokers Financial in Urbandale, IA and has over 14 years of experience in the finance industry.
Richard Mokosak (CRD# 2520987) is an Investment Advisor Representative working at Mokosak Advisory Group, LLC in Urbandale, IA and has over 29 years of experience in the finance industry. Richard Mokosak 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.