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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
Judd Meneely (CRD# 4591054) is an Investment Advisor Representative working at Edward Jones in Atlantic, IA and has over 21 years of experience in the finance industry.
Jeffrey Morenz (CRD# 2187252) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Atlantic, IA and has over 32 years of experience in the finance industry.
Kyler Morgan (CRD# 6233207) is an Investment Advisor Representative working at Edward Jones in Atlantic, IA and has over 10 years of experience in the finance industry.
Christopher Nelson (CRD# 4342168) is an Investment Advisor Representative working at Financial Transparency in Atlantic, IA and has over 22 years of experience in the finance industry.
Jerrad Popp (CRD# 4449658) is an Investment Advisor Representative working at Primerica Advisors in Avoca, IA and has over 22 years of experience in the finance industry.
Ruth Sears (CRD# 6481312) is an Investment Advisor Representative working at Edward Jones in Atlantic, IA and has over 5 years of experience in the finance industry.
Mark Smith (CRD# 1313566) is an Investment Advisor Representative working at Principal Securities, Inc. in Atlantic, IA and has over 39 years of experience in the finance industry. Mark Smith 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.
Diane Stewart (CRD# 5425431) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Harlan, IA and has over 16 years of experience in the finance industry.
Zachary Wiges (CRD# 1357523) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Atlantic, IA and has over 38 years of experience in the finance industry.
Clark Ahrenholtz (CRD# 4253586) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Harlan, IA and has over 23 years of experience in the finance industry.