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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
Kent Patterson (CRD# 6568182) is an Investment Advisor Representative working at Edward Jones in Ankeny, IA and has over 8 years of experience in the finance industry.
Mitchel Peterson (CRD# 2913288) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Ames, IA and has over 26 years of experience in the finance industry.
Andra Reason (CRD# 6630443) is an Investment Advisor Representative working at Mercer Global Advisors Inc. in Ames, IA and has 1 year of experience in the finance industry. Andra Reason 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.
Todd Reinhardt (CRD# 2173493) is an Investment Advisor Representative working at Lpl Financial LLC in Ankeny, IA and has over 32 years of experience in the finance industry.
Jenifer Rieck (CRD# 5521587) is an Investment Advisor Representative working at Prudential Financial Planning Services in Story City, IA and has over 15 years of experience in the finance industry.
Douglas Schulte (CRD# 2969044) is an Investment Advisor Representative working at Lpl Financial LLC in Clive, IA and has over 26 years of experience in the finance industry.
Lucus Scott (CRD# 5766509) is an Investment Advisor Representative working at Lpl Financial LLC in Ankeny, IA and has over 14 years of experience in the finance industry.
Karla Sexton (CRD# 2791641) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Ames, IA and has over 22 years of experience in the finance industry.
Tamra Shadlow (CRD# 3159972) is an Investment Advisor Representative working at Edward Jones in Story City, IA and has over 25 years of experience in the finance industry. Tamra Shadlow 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.
Richard Smith (CRD# 2608336) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Ames, IA and has over 28 years of experience in the finance industry.