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Distance Only Cedar Rapids, 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
Monte Marti (CRD# 2240904) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Cedar Rapids, IA and has over 31 years of experience in the finance industry.
Carol Mayhart (CRD# 4267071) is an Investment Advisor Representative working at Nations Financial Group, Inc. in Cedar Rapids, IA and has over 18 years of experience in the finance industry.
Bert McClintock (CRD# 4273547) is an Investment Advisor Representative working at Commonwealth Financial Network in Cedar Rapids, IA and has over 18 years of experience in the finance industry. Bert McClintock 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.
Andrew McCloskey (CRD# 5126983) is an Investment Advisor Representative working at Nations Financial Group, Inc. in Cedar Rapids, IA and has over 18 years of experience in the finance industry.
Martha McCurry (CRD# 2196071) is an Investment Advisor Representative working at Nations Financial Group, Inc. in Cedar Rapids, IA and has over 19 years of experience in the finance industry.
Jamie McDonald (CRD# 4419754) is an Investment Advisor Representative working at Nations Financial Group, Inc. in Cedar Rapids, IA and has over 20 years of experience in the finance industry. Jamie 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.
Kyle McLaughlin (CRD# 6451020) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Cedar Rapids, IA and has over 9 years of experience in the finance industry. Kyle McLaughlin 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.
Thaddeus McVay (CRD# 6385234) is an Investment Advisor Representative working at Cwm, LLC in Cedar Rapids, IA and has over 9 years of experience in the finance industry.
Tory Meiborg (CRD# 3029409) is an Investment Advisor Representative working at Savant Wealth Management in Cedar Rapids, IA and has over 26 years of experience in the finance industry.
Stephen Mickelson (CRD# 2175835) is an Investment Advisor Representative working at Red Cedar in Cedar Rapids, IA and has over 32 years of experience in the finance industry.