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Distance Only Clive, 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
Brian Grefe (CRD# 4968055) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Clive, IA and has over 18 years of experience in the finance industry.
Roger Grefe (CRD# 1614068) 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.
Michael Greth (CRD# 4741425) is an Investment Advisor Representative working at Rbc Capital Markets, LLC in Clive, IA and has over 20 years of experience in the finance industry.
Michael Hartwig (CRD# 6333634) is an Investment Advisor Representative working at Park Avenue Securities LLC in Clive, IA and has over 9 years of experience in the finance industry.
Anna Haskin (CRD# 6207144) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Clive, IA and has over 6 years of experience in the finance industry.
Andrew Hensen (CRD# 4044957) is an Investment Advisor Representative working at Rbc Capital Markets, LLC in Clive, IA and has over 24 years of experience in the finance industry.
Daniel Herron (CRD# 3186846) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Clive, IA and has over 19 years of experience in the finance industry. Daniel Herron 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.
Joshua Hildman (CRD# 6648388) is an Investment Advisor Representative working at Weis Advisory in Clive, IA and has over 7 years of experience in the finance industry.
Aimee Holmes (CRD# 3025538) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Clive, IA and has over 19 years of experience in the finance industry.
Chet Johnson (CRD# 3077406) is an Investment Advisor Representative working at Wells Fargo Advisors in Clive, IA and has over 25 years of experience in the finance industry.