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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
Daniel Veatch (CRD# 2667660) is an Investment Advisor Representative working at Spc in Ottumwa, IA and has over 28 years of experience in the finance industry.
William Venables (CRD# 864303) is an Investment Advisor Representative working at Berthel Fisher & Company Financial Services, Inc. in Ottumwa, IA and has over 40 years of experience in the finance industry.
Matthew Vickers (CRD# 4562922) is an Investment Advisor Representative working at Lpl Financial LLC in Ottumwa, IA and has over 14 years of experience in the finance industry.
Wesley Aeschliman (CRD# 6572015) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Albia, IA and has over 8 years of experience in the finance industry.
David Fletcher (CRD# 4264600) is an Investment Advisor Representative working at Ameritas Advisory Services, LLC in Chariton, IA and has over 23 years of experience in the finance industry.
Andrew Gutierrez (CRD# 6535006) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Bloomfield, IA and has over 7 years of experience in the finance industry.
Levi Morrissey (CRD# 7209764) is an Investment Advisor Representative working at Park Avenue Securities LLC in Ottumwa, IA and has 1 year of experience in the finance industry.
Tyler Sendejas (CRD# 7618541) is an Investment Advisor Representative working at Lpl Financial LLC in Ottumwa, IA and has 1 year of experience in the finance industry.
Elizabeth Ware (CRD# 6584750) is an Investment Advisor Representative working at Edward Jones in Ottumwa, IA and has 1 year of experience in the finance industry.