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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
Rebecca Greene (CRD# 4491649) is an Investment Advisor Representative working at Choreo, LLC in Cedar Rapids, IA and has over 19 years of experience in the finance industry.
Margaret Grimmer (CRD# 6757865) is an Investment Advisor Representative working at Edward Jones in Iowa City, IA and has over 7 years of experience in the finance industry.
Steven Gundy (CRD# 3263530) is an Investment Advisor Representative working at Bfc Planning, Inc. in Cedar Rapids, IA and has over 24 years of experience in the finance industry.
Mark Hagen (CRD# 4346439) is an Investment Advisor Representative working at Advice And Planning Services in Coralville, IA and has over 19 years of experience in the finance industry.
William Hahesy (CRD# 6541155) is an Investment Advisor Representative working at Grit Family Office, LLC in Cedar Rapids, IA and has 1 year of experience in the finance industry.
Kade Hammes (CRD# 6500353) is an Investment Advisor Representative working at Storybook Financial in Coralville, IA and has over 7 years of experience in the finance industry. Kade Hammes 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.
Dale Handley (CRD# 6054853) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Coralville, IA and has over 11 years of experience in the finance industry.
Joel Hanson (CRD# 6106393) is an Investment Advisor Representative working at Lpl Financial LLC in Cedar Rapids, IA and has over 8 years of experience in the finance industry.
William Happel (CRD# 1633285) is an Investment Advisor Representative working at Rbc Capital Markets, LLC in Cedar Rapids, IA and has over 37 years of experience in the finance industry.
Christopher Harris (CRD# 2104155) is an Investment Advisor Representative working at Advice And Planning Services in Coralville, IA and has over 30 years of experience in the finance industry.