-
Distance Metro area (25 miles)
-
COMPENSATION Either
-
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
Kevin Kakacek (CRD# 4556217) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Clarion, IA and has over 21 years of experience in the finance industry.
Holly Miller (CRD# 5770117) is an Investment Advisor Representative working at Lpl Financial LLC in Clarion, IA and has over 8 years of experience in the finance industry.
Jarrod Raimann (CRD# 6105333) is an Investment Advisor Representative working at Bradford Financial Center in Clarion, IA and has over 11 years of experience in the finance industry.
Marty Schimp (CRD# 2074926) is an Investment Advisor Representative working at Bradford Financial Center in Clarion, IA and has over 33 years of experience in the finance industry.
James Tausz (CRD# 442956) is an Investment Advisor Representative working at Bradford Financial Center in Clarion, IA and has over 34 years of experience in the finance industry. James Tausz 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.
Shallon Weis (CRD# 4364513) is an Investment Advisor Representative working at Bradford Financial Center in Clarion, IA and has over 19 years of experience in the finance industry.
Letitia Anderson (CRD# 3271729) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Fort Dodge, IA and has over 24 years of experience in the finance industry.
William Bertran (CRD# 2240774) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Webster City, IA and has over 31 years of experience in the finance industry.
James Brandt (CRD# 3030371) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Humboldt, IA and has over 18 years of experience in the finance industry.
Tony Christensen (CRD# 2165673) is an Investment Advisor Representative working at Edward Jones in Humboldt, IA and has over 32 years of experience in the finance industry.