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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
Gerald Buhr (CRD# 2456118) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Oelwein, IA and has over 30 years of experience in the finance industry.
Sara Bulman (CRD# 5914520) is an Investment Advisor Representative working at Primerica Advisors in Decorah, IA and has over 12 years of experience in the finance industry.
Ryan Burras (CRD# 6458287) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Decorah, IA and has over 8 years of experience in the finance industry.
Richard Cuvelier (CRD# 1320101) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Decorah, IA and has over 39 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 28 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.
Stephanie Duhrkopf (CRD# 5637078) is an Investment Advisor Representative working at United Planners' Financial Services Of America A Limited Partner in Sumner, IA and has over 10 years of experience in the finance industry.
Londa Grinna (CRD# 4406340) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Decorah, IA and has over 22 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.
Justin Gullekson (CRD# 2638311) is an Investment Advisor Representative working at Lpl Financial LLC in Decorah, IA and has over 28 years of experience in the finance industry. Justin Gullekson 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.
David Hassman (CRD# 4651109) is an Investment Advisor Representative working at Edward Jones in Sumner, IA and has over 20 years of experience in the finance industry.
Scott Houg (CRD# 4425681) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Waukon, IA and has over 22 years of experience in the finance industry.