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Distance Only Winterset, IA
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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
Scott Adams (CRD# 5749884) is an Investment Advisor Representative working at Lpl Financial LLC in Winterset, IA and has over 14 years of experience in the finance industry.
Sarah Dory (CRD# 5831941) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Winterset, IA and has over 13 years of experience in the finance industry.
Jason Kleemeier (CRD# 2737336) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Winterset, IA and has over 25 years of experience in the finance industry.
David Lagrange (CRD# 4200976) is an Investment Advisor Representative working at Moloney Securities Asset Management LLC in Winterset, IA and has over 23 years of experience in the finance industry. David Lagrange 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.
Peter Loiler (CRD# 2778427) is an Investment Advisor Representative working at Edward Jones in Winterset, IA and has over 9 years of experience in the finance industry.
Whitney Messerschmitt (CRD# 6032709) is an Investment Advisor Representative working at Edward Jones in Winterset, IA and has over 7 years of experience in the finance industry.
Daniel Nielsen (CRD# 5481403) is an Investment Advisor Representative working at Lpl Financial LLC in Winterset, IA and has over 16 years of experience in the finance industry.
Greg Shahan (CRD# 2842651) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Winterset, IA and has over 27 years of experience in the finance industry.
Jeff Shahan (CRD# 3180018) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Winterset, IA and has over 24 years of experience in the finance industry.
Tara McDonald (CRD# 5850910) is an Investment Advisor Representative working at Moloney Securities Asset Management LLC in Winterset, IA and has over 12 years of experience in the finance industry. Tara McDonald 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.