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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
Rex Massey (CRD# 4548675) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Dyersville, IA and has over 22 years of experience in the finance industry.
Lawrence Mayer (CRD# 6385182) is an Investment Advisor Representative working at Avantax Planning Partners, Inc. in Dubuque, IA and has over 9 years of experience in the finance industry.
Steven McDonough (CRD# 6752285) is an Investment Advisor Representative working at Wealth Enhancement Advisory Services, LLC in Dubuque, IA and has over 7 years of experience in the finance industry.
Stephanie Mettille (CRD# 6908751) is an Investment Advisor Representative working at Avantax Planning Partners, Inc. in Dubuque, IA and has over 6 years of experience in the finance industry.
Anthony Monaghan (CRD# 6474200) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Manchester, IA and has over 8 years of experience in the finance industry.
Leo Monaghan (CRD# 1506048) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Manchester, IA and has over 37 years of experience in the finance industry.
Daniel Moore (CRD# 6206060) is an Investment Advisor Representative working at Wells Fargo Advisors in Dubuque, IA and has over 10 years of experience in the finance industry.
Michelle Murdock (CRD# 6434019) is an Investment Advisor Representative working at Avantax Advisory Services in Dubuque, IA and has over 9 years of experience in the finance industry.
Brian Ormord (CRD# 2470919) is an Investment Advisor Representative working at Lpl Financial LLC in Dubuque, IA and has over 27 years of experience in the finance industry.
Michael Poppen (CRD# 4851279) is an Investment Advisor Representative working at Lpl Financial LLC in Dubuque, IA and has over 19 years of experience in the finance industry.