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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
Andrew Osby (CRD# 4202621) is an Investment Advisor Representative working at Brokers Financial in Urbandale, IA and has over 19 years of experience in the finance industry.
Greg Osby (CRD# 1794660) is an Investment Advisor Representative working at Bfc Planning, Inc. in Urbandale, IA and has over 36 years of experience in the finance industry.
Ryan Page (CRD# 6059616) is an Investment Advisor Representative working at Mokosak Advisory Group, LLC in Urbandale, IA and has over 8 years of experience in the finance industry. Ryan Page 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.
David Perrott (CRD# 7068703) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Urbandale, IA and has over 5 years of experience in the finance industry. David Perrott 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.
Aaron Peterson (CRD# 3078814) is an Investment Advisor Representative working at Brokers Financial in Urbandale, IA and has over 25 years of experience in the finance industry.
Lance Presley (CRD# 4311526) is an Investment Advisor Representative working at Brokers Financial in Urbandale, IA and has over 19 years of experience in the finance industry.
Steven Reed (CRD# 1935954) is an Investment Advisor Representative working at Reed Financial, LLC in Urbandale, IA and has over 35 years of experience in the finance industry.
Thomas Reis (CRD# 2127055) is an Investment Advisor Representative working at Primerica Advisors in Urbandale, IA and has over 33 years of experience in the finance industry.
Peter Rothamel (CRD# 4177891) is an Investment Advisor Representative working at Rothamel Wealth Management, LLC in Urbandale, IA and has over 23 years of experience in the finance industry.
Daniel Rundahl (CRD# 5579088) is an Investment Advisor Representative working at Brokers Financial in Urbandale, IA and has over 15 years of experience in the finance industry.