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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
Timothy Rial (CRD# 2694910) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Carroll, IA and has over 28 years of experience in the finance industry.
Amy Riddle (CRD# 5725959) is an Investment Advisor Representative working at Primerica Advisors in Carroll, IA and has over 14 years of experience in the finance industry.
Derek Sargent (CRD# 5536618) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Adair, IA and has over 15 years of experience in the finance industry.
Jon Schuttinga (CRD# 6778497) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Denison, IA and has over 6 years of experience in the finance industry.
Ruth Sears (CRD# 6481312) is an Investment Advisor Representative working at Edward Jones in Atlantic, IA and has over 5 years of experience in the finance industry.
John Sklenar (CRD# 2825549) is an Investment Advisor Representative working at True Wealth Nation in Carroll, IA and has over 27 years of experience in the finance industry. John Sklenar 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.
Nicholas Sklenar (CRD# 6117618) is an Investment Advisor Representative working at True Wealth Nation in Carroll, IA and has over 11 years of experience in the finance industry. Nicholas Sklenar 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.
Ann Slechta (CRD# 5374100) is an Investment Advisor Representative working at Gladstone Wealth Partners in Boca Raton, FL and has over 16 years of experience in the finance industry.
Janet Smith (CRD# 5225524) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Manning, IA and has over 17 years of experience in the finance industry.
Mark Smith (CRD# 1313566) is an Investment Advisor Representative working at Principal Securities, Inc. in Atlantic, IA and has over 39 years of experience in the finance industry. Mark Smith 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.