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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
Michael Moller (CRD# 1157546) is an Investment Advisor Representative working at Dsm Financial LLC in Urbandale, IA and has over 36 years of experience in the finance industry.
Layne Monroe (CRD# 4937900) is an Investment Advisor Representative working at Brokers Financial in Urbandale, IA and has over 7 years of experience in the finance industry.
Belma Mujdzic (CRD# 4629710) is an Investment Advisor Representative working at Brokers Financial in Urbandale, IA and has over 21 years of experience in the finance industry.
David Nitz (CRD# 1809917) is an Investment Advisor Representative working at Kestra Advisory Services, LLC in Urbandale, IA and has over 35 years of experience in the finance industry.
James Norland (CRD# 6273830) is an Investment Advisor Representative working at Global Retirement Partners LLC in Urbandale, IA and has over 10 years of experience in the finance industry.
Priscilla Nunez (CRD# 6787513) is an Investment Advisor Representative working at Brokers Financial in Urbandale, IA and has over 5 years of experience in the finance industry.
Eric Obergfell (CRD# 4956846) is an Investment Advisor Representative working at Global Retirement Partners LLC in Urbandale, IA and has over 18 years of experience in the finance industry. Eric Obergfell 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.
Adam Obrecht (CRD# 3231002) is an Investment Advisor Representative working at AO Wealth Advisory in Urbandale, IA and has over 19 years of experience in the finance industry. Adam Obrecht 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 putclients' interests first and comply with the Financial Planning Practice Standards.
Timothy Olejniczak (CRD# 6331411) is an Investment Advisor Representative working at Edward Jones in Urbandale, IA and has over 8 years of experience in the finance industry.
Matthew Onstot (CRD# 4862687) is an Investment Advisor Representative working at Wilon Wealth Management in Urbandale, IA and has over 19 years of experience in the finance industry. Matthew Onstot 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.