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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
Martin Berger (CRD# 1022057) is an Investment Advisor Representative working at Weitzel Financial Services, Inc. in Dubuque, IA and has over 39 years of experience in the finance industry.
Joseph Bernardi (CRD# 1220670) is an Investment Advisor Representative working at Nations Financial Group, Inc. in Dubuque, IA and has over 40 years of experience in the finance industry. Joseph Bernardi 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.
Beverly Bertram (CRD# 5579324) is an Investment Advisor Representative working at Bertram Financial Advisor Services LLC in Mineral Point, WI and has over 16 years of experience in the finance industry.
Michelle Bertram (CRD# 5402999) is an Investment Advisor Representative working at Bertram Financial Advisor Services LLC in Mineral Point, WI and has over 16 years of experience in the finance industry.
Cheryl Biermann (CRD# 4847267) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Dubuque, IA and has over 19 years of experience in the finance industry. Cheryl Biermann 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.
Our practice specializes in portfolio management, retirement plans and insurance products. Our mission is to partner with our clients to provide quality service and advice. Our goal is to help them achieve financial security and focus on their objectives and quality of life.
Alan Bird (CRD# 1236787) is an Investment Advisor Representative working at Mcdevitt & Bird Investment Management Co in Elizabeth, IL and has over 37 years of experience in the finance industry.
April Blasen (CRD# 4786258) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Dubuque, IA and has over 18 years of experience in the finance industry.
Michael Blessing (CRD# 2704383) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Dubuque, IA and has over 28 years of experience in the finance industry.
Alauna Boettner (CRD# 2753554) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Dubuque, IA and has over 27 years of experience in the finance industry.