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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
Michael Schjeldahl (CRD# 2968076) is an Investment Advisor Representative working at Wells Fargo Advisors in Idaho Falls, ID and has over 25 years of experience in the finance industry.
David Schofield (CRD# 5092359) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Idaho Falls, ID and has over 18 years of experience in the finance industry.
Adam Serr (CRD# 3246285) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Idaho Falls, ID and has over 24 years of experience in the finance industry. Adam Serr 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.
Michael Silver (CRD# 5644789) is an Investment Advisor Representative working at Edward Jones in Idaho Falls, ID and has over 15 years of experience in the finance industry.
Russell Slack (CRD# 6739839) is an Investment Advisor Representative working at Cg Advisory Services in Idaho Falls, ID and has over 7 years of experience in the finance industry. Russell Slack 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.
Scott Smith (CRD# 6447981) is an Investment Advisor Representative working at Alloy Financial Services in Idaho Falls, ID and has 1 year of experience in the finance industry. Scott Smith 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.
Steven Sorensen (CRD# 2653539) is an Investment Advisor Representative working at Global View Capital Management LLC in Idaho Falls, ID and has over 28 years of experience in the finance industry.
Elizabeth Sorenson (CRD# 2423101) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Idaho Falls, ID and has over 30 years of experience in the finance industry.
Richard Stewart (CRD# 2744590) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Idaho Falls, ID and has over 28 years of experience in the finance industry.
Larry Stucki (CRD# 2879012) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Idaho Falls, ID and has over 27 years of experience in the finance industry.