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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
Robert Lee (CRD# 1413943) is an Investment Advisor Representative working at Nations Financial Group, Inc. in Dubuque, IA and has over 15 years of experience in the finance industry. Robert Lee 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.
Joseph Leibfried (CRD# 6130214) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Dubuque, IA and has over 11 years of experience in the finance industry. Joseph Leibfried 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 Leibfried (CRD# 2954512) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Dubuque, IA and has over 26 years of experience in the finance industry.
Bradley Lewis (CRD# 3007279) is an Investment Advisor Representative working at Steele Capital Management, Inc. in Dubuque, IA and has 1 year of experience in the finance industry.
Brittany Loeffelholz (CRD# 5617784) is an Investment Advisor Representative working at Lpl Financial LLC in Dubuque, IA and has over 15 years of experience in the finance industry.
Christopher Manternach (CRD# 5462619) is an Investment Advisor Representative working at Avantax Planning Partners, Inc. in Dubuque, IA and has over 16 years of experience in the finance industry.
Suzan Martin-Hallahan (CRD# 3051579) is an Investment Advisor Representative working at Lpl Financial LLC in Dubuque, IA and has over 25 years of experience in the finance industry. Suzan Martin-Hallahan 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.
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.