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Distance Only Davenport, 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
Steven Lynch (CRD# 3089723) is an Investment Advisor Representative working at Northwestern Mutual Investment Services,llc in Davenport, IA and has over 25 years of experience in the finance industry.
Natalie Maas (CRD# 5677617) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Davenport, IA and has over 7 years of experience in the finance industry.
Bernard Mack (CRD# 1129784) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Davenport, IA and has over 41 years of experience in the finance industry.
Michael Matheson (CRD# 2553786) is an Investment Advisor Representative working at Matheson & Rock Wealth Management, LLC in Davenport, IA and has over 29 years of experience in the finance industry.
Emanuel Mathews (CRD# 6057165) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Davenport, IA and has over 10 years of experience in the finance industry.
Brent McCormick (CRD# 4046074) is an Investment Advisor Representative working at Robert W. Baird & Company Incorporated in Davenport, IA and has over 24 years of experience in the finance industry.
Christine McElvania (CRD# 6253655) is an Investment Advisor Representative working at Quad-cities Investment Group, LLC in Davenport, IA and has 1 year of experience in the finance industry. Christine McElvania 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.
Dawn Morris (CRD# 2659934) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Davenport, IA and has over 19 years of experience in the finance industry.
Thomas Mueller (CRD# 825360) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Davenport, IA and has over 39 years of experience in the finance industry. Thomas Mueller 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.
Brian Nauman (CRD# 2007146) is an Investment Advisor Representative working at Planmember Securities Corporation in Davenport, IA and has over 34 years of experience in the finance industry.