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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
Clark Buelt (CRD# 2377583) 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.
Brian Burns (CRD# 1040877) is an Investment Advisor Representative working at Lion Street Advisors, LLC in Cedar Rapids, IA and has over 41 years of experience in the finance industry.
Chad Burtch (CRD# 4590452) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Iowa City, IA and has over 21 years of experience in the finance industry.
Jeffrey Busbee (CRD# 1515579) is an Investment Advisor Representative working at Busbee Wealth Advisors LLC in Cedar Rapids, IA and has over 37 years of experience in the finance industry. Jeffrey Busbee 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.
James Caldwell (CRD# 5276864) is an Investment Advisor Representative working at Bfc Planning, Inc. in Cedar Rapids, IA and has over 11 years of experience in the finance industry.
Patrick Campbell (CRD# 5584933) is an Investment Advisor Representative working at Midwestern Financial Group in Iowa City, IA and has over 15 years of experience in the finance industry.
Quentin Campbell (CRD# 6393337) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Cedar Rapids, IA and has over 8 years of experience in the finance industry.
Kevin Castle (CRD# 720568) is an Investment Advisor Representative working at Principal Securities, Inc. in Iowa City, IA and has over 40 years of experience in the finance industry.
Robert Castle (CRD# 6555585) is an Investment Advisor Representative working at Principal Securities, Inc. in Iowa City, IA and has over 8 years of experience in the finance industry.
Andrew Charipar (CRD# 6635650) is an Investment Advisor Representative working at Tryon Investments, LLC in North Liberty, IA and has over 8 years of experience in the finance industry.