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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
Brandon Pedersen (CRD# 5927105) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Waterloo, IA and has over 12 years of experience in the finance industry.
Brian Persson (CRD# 3277988) is an Investment Advisor Representative working at Benjamin F. Edwards Wealth Management, LLC in Waterloo, IA and has over 24 years of experience in the finance industry.
Dawn Pilipchuk-Kruth (CRD# 4513411) is an Investment Advisor Representative working at Benjamin F. Edwards Wealth Management, LLC in Waterloo, IA and has over 21 years of experience in the finance industry.
Kristina Price (CRD# 2976013) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Waterloo, IA and has over 26 years of experience in the finance industry.
Kyle Rasmussen (CRD# 5824461) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Waterloo, IA and has over 13 years of experience in the finance industry. Kyle Rasmussen 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.
Alex Renaud (CRD# 5755850) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Waterloo, IA and has over 13 years of experience in the finance industry.
Ryan Risetter (CRD# 6205053) is an Investment Advisor Representative working at Fsb Premier Wealth Management, Inc. in Waterloo, IA and has over 10 years of experience in the finance industry.
Ryan Shaw (CRD# 4817844) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Waterloo, IA and has over 18 years of experience in the finance industry.
Charles Shirey (CRD# 3083182) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Waterloo, IA and has over 25 years of experience in the finance industry.
Adam Steenblock (CRD# 5286818) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Waterloo, IA and has over 16 years of experience in the finance industry. Adam Steenblock 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.