-
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
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.
Michael Montag (CRD# 2700325) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Dubuque, IA and has over 24 years of experience in the finance industry. Michael Montag 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.
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.
Kathryn Moran (CRD# 5029925) is an Investment Advisor Representative working at Steele Capital Management, Inc. in Dubuque, IA and has over 10 years of experience in the finance industry.
Matthew Morey (CRD# 4579515) is an Investment Advisor Representative working at Avantax Advisory Services in Dubuque, IA and has over 22 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.
Patrick Mutchler (CRD# 5884034) is an Investment Advisor Representative working at Avantax Planning Partners, Inc. in Dubuque, IA and has over 13 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 Osgood (CRD# 5426196) is an Investment Advisor Representative working at Lpl Financial LLC in Dubuque, IA and has over 16 years of experience in the finance industry.
Dawn Otting (CRD# 6236260) is an Investment Advisor Representative working at Steele Capital Management, Inc. in Dubuque, IA and has over 10 years of experience in the finance industry.