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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 Peterson (CRD# 4796976) is an Investment Advisor Representative working at Investment Advisors Corp in Vinton, IA and has over 13 years of experience in the finance industry.
Rebecca Kruckenberg (CRD# 4999964) is an Investment Advisor Representative working at Edward Jones in Vinton, IA and has over 3 years of experience in the finance industry.
Dean Studer (CRD# 1892386) is an Investment Advisor Representative working at Edward Jones in Vinton, IA and has over 29 years of experience in the finance industry.
Nathan Fisher (CRD# 4456780) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Cedar Rapids, IA and has over 16 years of experience in the finance industry. Nathan Fisher 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.
Brian Stein (CRD# 4117327) is an Investment Advisor Representative working at Morgan Stanley in Cedar Rapids, IA and has over 17 years of experience in the finance industry.
Stephen Cairney (CRD# 3085019) is an Investment Advisor Representative working at Nations Financial Group, Inc. in Cedar Rapids, IA and has over 17 years of experience in the finance industry.
Jordan Alborn (CRD# 5622169) is an Investment Advisor Representative working at Fsb Premier Wealth Management, Inc. in Waterloo, IA and has over 9 years of experience in the finance industry. Jordan Alborn 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.
Daniel Anderegg (CRD# 2157330) is an Investment Advisor Representative working at Securian Financial Services, Inc. in Hiawatha, IA and has over 9 years of experience in the finance industry.
Gerald Ask (CRD# 1195468) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Cedar Rapids, IA and has over 34 years of experience in the finance industry. Gerald Ask 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.
Donna Barnard (CRD# 4183142) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Cedar Rapids, IA and has over 17 years of experience in the finance industry.