-
Distance Only Grinnell, IA
-
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
Douglas Allen (CRD# 1492192) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Grinnell, IA and has over 37 years of experience in the finance industry. Douglas Allen 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.
Thomas Cirks (CRD# 1415427) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Grinnell, IA and has over 37 years of experience in the finance industry.
Jessica Dillon (CRD# 6831027) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Grinnell, IA and has over 6 years of experience in the finance industry.
Mark Kolpin (CRD# 4562205) is an Investment Advisor Representative working at Edward Jones in Grinnell, IA and has over 19 years of experience in the finance industry.
Paul Kolpin (CRD# 2696315) is an Investment Advisor Representative working at Edward Jones in Grinnell, IA and has over 24 years of experience in the finance industry.
Brent Nickel (CRD# 5962353) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Grinnell, IA and has over 10 years of experience in the finance industry.
Natalie Pavey (CRD# 3253810) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Grinnell, IA and has over 24 years of experience in the finance industry.
Donald Smith (CRD# 5929814) is an Investment Advisor Representative working at Edward Jones in Grinnell, IA and has over 11 years of experience in the finance industry.
Dustin Smith (CRD# 3072706) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Grinnell, IA and has over 25 years of experience in the finance industry.
Jennifer Bryant (CRD# 7206382) is an Investment Advisor Representative working at Avantax Advisory Services in Grinnell, IA and has over 3 years of experience in the finance industry.