-
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
Rodney Potratz (CRD# 2367896) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Clive, IA and has over 30 years of experience in the finance industry.
Timothy Pratt (CRD# 1623355) is an Investment Advisor Representative working at Paladin Wealth Partners in Clive, IA and has over 37 years of experience in the finance industry. Timothy Pratt 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.
Mark Raney (CRD# 2204443) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Clive, IA and has over 31 years of experience in the finance industry.
Tami Roberts (CRD# 1964680) is an Investment Advisor Representative working at Rbc Capital Markets, LLC in Clive, IA and has over 33 years of experience in the finance industry.
Erica Rohde (CRD# 5336987) is an Investment Advisor Representative working at Weis Advisory in Clive, IA and has over 12 years of experience in the finance industry.
Michael Rooney (CRD# 2281554) is an Investment Advisor Representative working at Rbc Capital Markets, LLC in Clive, IA and has over 31 years of experience in the finance industry.
Michael Rowedder (CRD# 1924427) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Clive, IA and has over 35 years of experience in the finance industry.
Scott Snyder (CRD# 1812094) is an Investment Advisor Representative working at Acadia Legacy Group in Clive, IA and has over 12 years of experience in the finance industry. Scott Snyder 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.
Colby Spann (CRD# 5641427) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Clive, IA and has over 12 years of experience in the finance industry. Colby Spann 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.
Scott Stone (CRD# 2449468) is an Investment Advisor Representative working at Lpl Financial LLC in Clive, IA and has over 30 years of experience in the finance industry.