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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
Damon Walker (CRD# 2999280) is an Investment Advisor Representative working at Lpl Financial LLC in Cedar Rapids, IA and has over 26 years of experience in the finance industry.
Steven Walker (CRD# 6468071) is an Investment Advisor Representative working at Primerica Advisors in Hiawatha, IA and has over 9 years of experience in the finance industry.
Kathryn Wallace (CRD# 4641895) is an Investment Advisor Representative working at Basepoint Wealth, LLC in Cedar Rapids, IA and has over 21 years of experience in the finance industry. Kathryn Wallace 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.
William Wallace (CRD# 4233166) is an Investment Advisor Representative working at Basepoint Wealth, LLC in Cedar Rapids, IA and has over 23 years of experience in the finance industry. William Wallace 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 Walsh (CRD# 6107459) is an Investment Advisor Representative working at Principal Securities, Inc. in Hiawatha, IA and has over 11 years of experience in the finance industry.
Marshall Watanabe (CRD# 6660059) is an Investment Advisor Representative working at Primerica Advisors in Hiawatha, IA and has over 7 years of experience in the finance industry.
Kevin Welu (CRD# 1709277) is an Investment Advisor Representative working at Lion Street Advisors, LLC in Cedar Rapids, IA and has over 36 years of experience in the finance industry.
Douglas Wenzel (CRD# 2311591) is an Investment Advisor Representative working at Robert W. Baird & Company Incorporated in Cedar Rapids, IA and has over 31 years of experience in the finance industry.
Jon Werner (CRD# 2454413) is an Investment Advisor Representative working at Stonefield Investment Advisory, Inc. in Cedar Rapids, IA and has over 30 years of experience in the finance industry.
Timothy Wesbrook (CRD# 6969764) is an Investment Advisor Representative working at Choreo, LLC in Cedar Rapids, IA and has over 5 years of experience in the finance industry.