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Distance Only Waterloo, IA
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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
Kevin Eslick (CRD# 6029823) is an Investment Advisor Representative working at M Holdings Securities, Inc. in Waterloo, IA and has over 11 years of experience in the finance industry.
Nolan Farwell (CRD# 4983567) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Waterloo, IA and has over 15 years of experience in the finance industry.
Chase Felchle (CRD# 6210927) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Waterloo, IA and has over 10 years of experience in the finance industry.
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.
Nicholas Gary (CRD# 6288377) is an Investment Advisor Representative working at U.s. Bancorp Investments, Inc. in Waterloo, IA and has over 8 years of experience in the finance industry.
Brent Gilmore (CRD# 4758372) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Waterloo, IA and has over 19 years of experience in the finance industry.
Kelly Goreham (CRD# 2948712) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Waterloo, IA and has over 26 years of experience in the finance industry.
Blake Hamer (CRD# 6861252) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Waterloo, IA and has over 6 years of experience in the finance industry. Blake Hamer 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.
Keith Hamer (CRD# 1413118) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Waterloo, IA and has over 38 years of experience in the finance industry.
Katrina Helle (CRD# 5771379) is an Investment Advisor Representative working at Edward Jones in Waterloo, IA and has over 13 years of experience in the finance industry.