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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
Patrick Conlon (CRD# 2868301) is an Investment Advisor Representative working at Advice And Planning Services in Coralville, IA and has over 27 years of experience in the finance industry.
Leigh Cook (CRD# 3054338) is an Investment Advisor Representative working at Lpl Financial LLC in Cedar Rapids, IA and has over 25 years of experience in the finance industry.
Marvin Cook (CRD# 2996220) is an Investment Advisor Representative working at Wells Fargo Advisors in Coralville, IA and has over 26 years of experience in the finance industry.
Scott Cooley (CRD# 6011648) is an Investment Advisor Representative working at Basepoint Wealth, LLC in Cedar Rapids, IA and has over 11 years of experience in the finance industry. Scott Cooley 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.
Francis Cretzmeyer (CRD# 2336109) is an Investment Advisor Representative working at Rbc Capital Markets, LLC in Cedar Rapids, IA and has over 31 years of experience in the finance industry.
Louis Danna (CRD# 1209052) is an Investment Advisor Representative working at Bfc Planning, Inc. in Cedar Rapids, IA and has over 40 years of experience in the finance industry.
David Darner (CRD# 1053765) is an Investment Advisor Representative working at Strategic Asset Management LLC in Iowa City, IA and has over 39 years of experience in the finance industry.
Shelley Davenport (CRD# 2131376) is an Investment Advisor Representative working at Berthel Fisher & Company Financial Services, Inc. in Cedar Rapids, IA and has over 33 years of experience in the finance industry.
Jason Davis (CRD# 6326398) is an Investment Advisor Representative working at Edward Jones in Cedar Rapids, IA and has over 9 years of experience in the finance industry.
Michael Dawson (CRD# 5472099) is an Investment Advisor Representative working at Lpl Financial LLC in Cedar Rapids, IA and has over 15 years of experience in the finance industry.