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Distance Only Grimes, 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
Jay Bollman (CRD# 4556369) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Grimes, IA and has over 21 years of experience in the finance industry.
Ronald Gottl (CRD# 1125909) is an Investment Advisor Representative working at Equitable Advisors, LLC in Grimes, IA and has over 38 years of experience in the finance industry.
Jacob Helvey (CRD# 5746062) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Grimes, IA and has over 11 years of experience in the finance industry.
Chawn Honkomp (CRD# 6334771) is an Investment Advisor Representative working at Merkle Retirement Planning in Grimes, IA and has over 9 years of experience in the finance industry.
Russell Kramer (CRD# 2365564) is an Investment Advisor Representative working at Independent Wealth Network, Inc. in Grimes, IA and has over 23 years of experience in the finance industry.
Loren Merkle (CRD# 3144188) is an Investment Advisor Representative working at Merkle Retirement Planning in Grimes, IA and has over 25 years of experience in the finance industry. Loren Merkle 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.
Timothy Short (CRD# 6868030) is an Investment Advisor Representative working at Edward Jones in Grimes, IA and has over 6 years of experience in the finance industry.
Brady Auderer (CRD# 7360220) is an Investment Advisor Representative working at Merkle Retirement Planning in Grimes, IA and has 1 year of experience in the finance industry.
Katharine Bertness (CRD# 7409200) is an Investment Advisor Representative working at Merkle Retirement Planning in Grimes, IA and has 1 year of experience in the finance industry.
Ryan Bierma (CRD# 7519536) is an Investment Advisor Representative working at Merkle Retirement Planning in Grimes, IA and has 1 year of experience in the finance industry.