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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
Mikal Ludolph (CRD# 7120176) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Waterloo, IA and has over 2 years of experience in the finance industry.
George Peterson (CRD# 7370883) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Waterloo, IA and has over 2 years of experience in the finance industry. George Peterson 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.
Chandra Ritter (CRD# 6419911) is an Investment Advisor Representative working at Edward Jones in Waterloo, IA and has 1 year of experience in the finance industry.
Abigail Sears (CRD# 5112238) is an Investment Advisor Representative working at Fsb Premier Wealth Management, Inc. in Waterloo, IA and has over 17 years of experience in the finance industry.
Nolan Tomlinson (CRD# 7295182) is an Investment Advisor Representative working at Fsb Premier Wealth Management, Inc. in Waterloo, IA and has 1 year of experience in the finance industry.
Emily Adams (CRD# 5204878) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Waverly, IA and has over 11 years of experience in the finance industry.
Jordan Alborn (CRD# 5622169) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Cedar Falls, IA and has over 15 years of experience in the finance industry. Jordan Alborn 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.
Stephanie Arensdorf (CRD# 4720768) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Cedar Falls, IA and has over 20 years of experience in the finance industry.
Jordan Bathen (CRD# 5000358) is an Investment Advisor Representative working at United Planners' Financial Services Of America A Limited Partner in Independence, IA and has over 9 years of experience in the finance industry.
David Beaty (CRD# 1617090) is an Investment Advisor Representative working at Heartland Financial Services, Ltd. in Cedar Falls, IA and has over 37 years of experience in the finance industry.