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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
Christopher Staples (CRD# 2691930) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in Cedar Rapids, IA and has over 26 years of experience in the finance industry.
Kelly Steele (CRD# 3086394) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Cedar Rapids, IA and has over 25 years of experience in the finance industry.
Marilyn Struchen (CRD# 1470938) is an Investment Advisor Representative working at Lpl Financial LLC in Cedar Rapids, IA and has over 30 years of experience in the finance industry.
Dean Studer (CRD# 1892386) is an Investment Advisor Representative working at Edward Jones in Vinton, IA and has over 35 years of experience in the finance industry.
Austin Svatos (CRD# 6640572) is an Investment Advisor Representative working at Commonwealth Financial Network in Iowa City, IA and has over 7 years of experience in the finance industry.
Paige Swartzendruber (CRD# 4575768) is an Investment Advisor Representative working at Bfc Planning, Inc. in Cedar Rapids, IA and has over 15 years of experience in the finance industry.
Aaron Tank (CRD# 6466385) is an Investment Advisor Representative working at Nations Financial Group, Inc. in Cedar Rapids, IA and has over 9 years of experience in the finance industry.
Matthew Tarini (CRD# 2566773) is an Investment Advisor Representative working at Nations Financial Group, Inc. in Cedar Rapids, IA and has over 29 years of experience in the finance industry. Matthew Tarini 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.
Michael Thomas (CRD# 1306798) is an Investment Advisor Representative working at Choreo, LLC in Cedar Rapids, IA and has over 39 years of experience in the finance industry. Michael Thomas 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.
Mollie Thomsen (CRD# 5346893) is an Investment Advisor Representative working at Commonwealth Financial Network in Iowa City, IA and has over 14 years of experience in the finance industry.