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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
Michael Shinn (CRD# 4824796) is an Investment Advisor Representative working at Berthel Fisher & Company Financial Services, Inc. in Burlington, IA and has over 19 years of experience in the finance industry.
Joel Sieren (CRD# 4993765) is an Investment Advisor Representative working at Edward Jones in Burlington, IA and has over 18 years of experience in the finance industry.
Jason Strandberg (CRD# 5037536) is an Investment Advisor Representative working at Lpl Financial LLC in Fort Madison, IA and has over 18 years of experience in the finance industry.
Marvin Thomson (CRD# 2647126) is an Investment Advisor Representative working at Brokers Financial in Burlington, IA and has over 28 years of experience in the finance industry. Marvin Thomson 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.
Eddie Vineyard (CRD# 3009140) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Wapello, IA and has over 26 years of experience in the finance industry.
Teresa Wellington (CRD# 1346950) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Fort Madison, IA and has over 19 years of experience in the finance industry.
Michelle Wick (CRD# 4158648) is an Investment Advisor Representative working at U.s. Bancorp Investments, Inc. in Burlington, IA and has over 23 years of experience in the finance industry.
Nicholas Bronson (CRD# 7089010) is an Investment Advisor Representative working at Lpl Financial LLC in Burlington, IA and has over 4 years of experience in the finance industry.
Jordan Brown (CRD# 7348787) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Fort Madison, IA and has over 2 years of experience in the finance industry.
Trevor Coffey (CRD# 7302009) is an Investment Advisor Representative working at Edward Jones in Mount Pleasant, IA and has 1 year of experience in the finance industry.