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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
Joseph Leake (CRD# 3117095) is an Investment Advisor Representative working at Wells Fargo Advisors in Burlington, IA and has over 25 years of experience in the finance industry.
Steven Link (CRD# 2223522) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Fort Madison, IA and has over 32 years of experience in the finance industry.
Tyler Lutz (CRD# 6304656) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Biggsville, IL and has over 10 years of experience in the finance industry.
Greg Miller (CRD# 707545) is an Investment Advisor Representative working at Lpl Financial LLC in Burlington, IA and has over 43 years of experience in the finance industry.
Patricia Morley (CRD# 4289605) is an Investment Advisor Representative working at Edward Jones in Mount Pleasant, IA and has over 16 years of experience in the finance industry.
Richard Mueller (CRD# 3013282) is an Investment Advisor Representative working at Edward Jones in Mount Pleasant, IA and has over 26 years of experience in the finance industry.
Tracy Parks (CRD# 5693751) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Pilot Grove, IA and has over 6 years of experience in the finance industry.
Whitney Rogers (CRD# 6816103) is an Investment Advisor Representative working at Edward Jones in Mount Pleasant, IA and has over 6 years of experience in the finance industry.
Kent Schmidgall (CRD# 5648024) is an Investment Advisor Representative working at Buckingham Strategic Wealth, LLC in Burlington, IA and has over 14 years of experience in the finance industry. Kent Schmidgall 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.
Frederick Scholer (CRD# 2908637) is an Investment Advisor Representative working at Lpl Financial LLC in Burlington, IA and has over 26 years of experience in the finance industry.