-
Distance Metro area (25 miles)
-
COMPENSATION Either
-
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
Kari Klien (CRD# 4138291) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Cedar Rapids, IA and has over 19 years of experience in the finance industry.
Bryan Knudson (CRD# 4642319) is an Investment Advisor Representative working at Basepoint Wealth, LLC in Cedar Rapids, IA and has over 21 years of experience in the finance industry. Bryan Knudson 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.
Catherine Konicek (CRD# 5306881) is an Investment Advisor Representative working at Robert W. Baird & Company Incorporated in Cedar Rapids, IA and has over 13 years of experience in the finance industry.
Bruce Kout (CRD# 6216229) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Iowa City, IA and has over 10 years of experience in the finance industry.
Jeffrey Kreinbring (CRD# 4912256) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Solon, IA and has over 19 years of experience in the finance industry.
Jordan Kuehner (CRD# 6635620) is an Investment Advisor Representative working at Commonwealth Financial Network in Cedar Rapids, IA and has over 6 years of experience in the finance industry. Jordan Kuehner 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.
Katherine Kula (CRD# 5919392) is an Investment Advisor Representative working at Basepoint Wealth, LLC in Cedar Rapids, IA and has over 9 years of experience in the finance industry.
Kelly Kunst (CRD# 5709095) is an Investment Advisor Representative working at Bfc Planning, Inc. in Cedar Rapids, IA and has over 14 years of experience in the finance industry. Kelly Kunst 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.
Majid Kureshi (CRD# 6328650) is an Investment Advisor Representative working at Bfc Planning, Inc. in Cedar Rapids, IA and has over 8 years of experience in the finance industry.
David Lane (CRD# 6373550) is an Investment Advisor Representative working at David James Financial in North Liberty, IA and has over 9 years of experience in the finance industry.