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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
William Fleming (CRD# 4680276) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Marion, IA and has over 19 years of experience in the finance industry.
Thomas Fox (CRD# 3100007) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Cedar Rapids, IA and has over 25 years of experience in the finance industry. Thomas Fox 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.
Joby Frey (CRD# 6318695) is an Investment Advisor Representative working at Equitable Advisors, LLC in Cedar Rapids, IA and has over 9 years of experience in the finance industry.
Jeffry Fruchtenicht (CRD# 2111746) is an Investment Advisor Representative working at United Planners' Financial Services Of America A Limited Partner in Independence, IA and has over 33 years of experience in the finance industry. Jeffry Fruchtenicht 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.
Mark Funk (CRD# 3232890) is an Investment Advisor Representative working at Northwestern Mutual Investment Services,llc in Waterloo, IA and has over 24 years of experience in the finance industry.
David Funke (CRD# 1505949) is an Investment Advisor Representative working at On Investment Management Co in Cedar Rapids, IA and has over 37 years of experience in the finance industry.
Nicholas Gabriel (CRD# 6278265) is an Investment Advisor Representative working at Principal Securities, Inc. in Hiawatha, IA and has over 10 years of experience in the finance industry.
Anthony Gaiffe (CRD# 3234775) is an Investment Advisor Representative working at Accel Wealth Management in Cedar Rapids, IA and has over 24 years of experience in the finance industry. Anthony Gaiffe 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.
Michael Gary (CRD# 2164668) is an Investment Advisor Representative working at Principal Securities, Inc. in Hiawatha, IA and has over 32 years of experience in the finance industry.