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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
Daniel Kruse (CRD# 2782366) is an Investment Advisor Representative working at Ameriprise Financial Services, Inc. in West Union, IA and has over 21 years of experience in the finance industry.
Michael Johnson (CRD# 6133507) is an Investment Advisor Representative working at Edward Jones in West Union, IA and has over 5 years of experience in the finance industry.
James O'brien (CRD# 4591818) is an Investment Advisor Representative working at O'brien And Associates, Inc. in West Union, IA and has 1 year of experience in the finance industry. James O'brien 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.
Christine Reierson (CRD# 5899245) is an Investment Advisor Representative working at Lincoln Investment in West Union, IA and has over 4 years of experience in the finance industry.
Valerie O'brien (CRD# 4459506) is an Investment Advisor Representative working at O'brien And Associates, Inc. in West Union, IA and has 1 year of experience in the finance industry.
Brian Gibson (CRD# 2460629) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in West Union, IA and has over 24 years of experience in the finance industry.
Daryl Kruse (CRD# 1460895) is an Investment Advisor Representative working at Ameriprise Financial Services, Inc. in West Union, IA and has over 32 years of experience in the finance industry.
Kevin Baumler (CRD# 2328704) is an Investment Advisor Representative working at Investment Advisors Corp in West Union, IA and has over 25 years of experience in the finance industry.
Tracy Dostal (CRD# 2683038) is an Investment Advisor Representative working at Lpl Financial LLC in Decorah, IA and has over 22 years of experience in the finance industry. Tracy Dostal 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.
Londa Grinna (CRD# 4406340) is an Investment Advisor Representative working at Cetera Advisor Networks LLC in Decorah, IA and has over 16 years of experience in the finance industry. Londa Grinna 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.