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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
Mathew Driscoll (CRD# 4425889) is an Investment Advisor Representative working at Principal Securities, Inc. in Cedar Falls, IA and has over 22 years of experience in the finance industry. Mathew Driscoll 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.
Rae Dugan (CRD# 4253904) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Cedar Falls, IA and has over 11 years of experience in the finance industry.
Stephanie Duhrkopf (CRD# 5637078) is an Investment Advisor Representative working at United Planners' Financial Services Of America A Limited Partner in Sumner, IA and has over 11 years of experience in the finance industry.
Anna Dunlap (CRD# 2706103) is an Investment Advisor Representative working at Lpl Financial LLC in Clarksville, IA and has over 28 years of experience in the finance industry.
Scott Durscher (CRD# 3049265) is an Investment Advisor Representative working at Accel Wealth Management in Waverly, IA and has over 25 years of experience in the finance industry.
Jana Eilderts (CRD# 5343812) is an Investment Advisor Representative working at Edward Jones in Cedar Falls, IA and has over 16 years of experience in the finance industry.
Denise Eskelson (CRD# 4616302) is an Investment Advisor Representative working at Lpl Financial LLC in Waverly, IA and has over 10 years of experience in the finance industry.
Cheryl Farrell (CRD# 1474879) is an Investment Advisor Representative working at Lpl Financial LLC in Clarksville, IA and has over 24 years of experience in the finance industry. Cheryl Farrell 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 Fencl (CRD# 1430404) is an Investment Advisor Representative working at Fencl Advisory Services LLC in Cedar Falls, IA and has over 38 years of experience in the finance industry.
Steven Flack (CRD# 2774660) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Cedar Falls, IA and has over 27 years of experience in the finance industry.