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Distance Only Webster City, 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
William Bertran (CRD# 2240774) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Webster City, IA and has over 31 years of experience in the finance industry.
Erin Christian (CRD# 5983787) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Webster City, IA and has over 12 years of experience in the finance industry.
Eric Dawson (CRD# 2521839) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Webster City, IA and has over 29 years of experience in the finance industry.
Timothy Finucan (CRD# 1586731) is an Investment Advisor Representative working at Edward Jones in Webster City, IA and has over 37 years of experience in the finance industry.
Andrew Hejlik (CRD# 4594628) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Webster City, IA and has over 21 years of experience in the finance industry.
Linda Lahr (CRD# 4223500) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Webster City, IA and has over 23 years of experience in the finance industry.
Courtney Vander Plaats (CRD# 6575300) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Webster City, IA and has over 8 years of experience in the finance industry.
Meredith Bargfrede (CRD# 7502209) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Webster City, IA and has 1 year of experience in the finance industry.
John Brandt (CRD# 7349446) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Webster City, IA and has over 2 years of experience in the finance industry.
Sean Finucan (CRD# 7145770) is an Investment Advisor Representative working at Edward Jones in Webster City, IA and has over 4 years of experience in the finance industry.