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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
Samuel Mazuk (CRD# 6393350) is an Investment Advisor Representative working at Efs Advisors in Mount Vernon, IA and has over 9 years of experience in the finance industry.
Martha McCurry (CRD# 2196071) is an Investment Advisor Representative working at Nations Financial Group, Inc. in Cedar Rapids, IA and has over 19 years of experience in the finance industry.
Lisa McGrath (CRD# 5294394) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Amana, IA and has over 15 years of experience in the finance industry. Lisa McGrath 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.
Greg McLaughlin (CRD# 4336878) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Coralville, IA and has over 23 years of experience in the finance industry.
James Meehan (CRD# 2078112) is an Investment Advisor Representative working at Lpl Financial LLC in Coralville, IA and has over 33 years of experience in the finance industry. James Meehan 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.
Tory Meiborg (CRD# 3029409) is an Investment Advisor Representative working at Savant Wealth Management in Cedar Rapids, IA and has over 26 years of experience in the finance industry.
Stephen Mickelson (CRD# 2175835) is an Investment Advisor Representative working at Red Cedar in Cedar Rapids, IA and has over 32 years of experience in the finance industry.
Robert Milbrath (CRD# 2196998) is an Investment Advisor Representative working at Edward Jones in Cedar Rapids, IA and has over 32 years of experience in the finance industry. Robert Milbrath 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.
Joshua Mills (CRD# 4768123) is an Investment Advisor Representative working at Robert W. Baird & Company Incorporated in Cedar Rapids, IA and has over 19 years of experience in the finance industry.
Elizabeth Moores (CRD# 5776958) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Tipton, IA and has over 12 years of experience in the finance industry.