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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
Matthew Sivertsen (CRD# 5455790) is an Investment Advisor Representative working at The Planning Center, Inc. in Moline, IL and has over 20 years of experience in the finance industry. Matthew Sivertsen 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.
Kerry Skinner (CRD# 5076646) is an Investment Advisor Representative working at Lpl Financial LLC in Eldridge, IA and has over 18 years of experience in the finance industry.
Tommy Smith (CRD# 2108762) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Davenport, IA and has over 33 years of experience in the finance industry.
Matthew Spay (CRD# 2398917) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Davenport, IA and has over 23 years of experience in the finance industry.
Thomas Spay (CRD# 431511) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Davenport, IA and has over 41 years of experience in the finance industry.
Thomas Stahle (CRD# 6667578) is an Investment Advisor Representative working at Tfp Management, LLC in Bettendorf, IA and has over 7 years of experience in the finance industry.
Donald Stanforth (CRD# 702426) is an Investment Advisor Representative working at Investment Consulting Group Inc. in Davenport, IA and has over 44 years of experience in the finance industry.
Ross Stanforth (CRD# 5119305) is an Investment Advisor Representative working at Investment Consulting Group Inc. in Davenport, IA and has over 14 years of experience in the finance industry.
Darlene Steffen (CRD# 5860379) is an Investment Advisor Representative working at Life Planning Solutions, LLC in Moline, IL and has 1 year of experience in the finance industry. Darlene Steffen 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.
Michelle Steining (CRD# 6895706) is an Investment Advisor Representative working at Avantax Planning Partners, Inc. in Davenport, IA and has over 6 years of experience in the finance industry.