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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
Stephen Roe (CRD# 1341313) is an Investment Advisor Representative working at Principal Securities, Inc. in Panora, IA and has over 39 years of experience in the finance industry.
Douglas Schulte (CRD# 2969044) is an Investment Advisor Representative working at Lpl Financial LLC in Clive, IA and has over 26 years of experience in the finance industry.
Joshua Stephens (CRD# 6602106) is an Investment Advisor Representative working at Aegis Wealth Management, Inc. in Guthrie Center, IA and has over 8 years of experience in the finance industry.
Vincent Sturm (CRD# 3128214) is an Investment Advisor Representative working at Kestra Advisory Services, LLC in Perry, IA and has over 25 years of experience in the finance industry.
Edward Wright (CRD# 1198958) is an Investment Advisor Representative working at Investors First Advisory Services Corp. in Guthrie Center, IA and has over 40 years of experience in the finance industry.
Mark Augustsson (CRD# 7889847) is an Investment Advisor Representative working at Aegis Wealth Management, Inc. in Guthrie Center, IA and has 1 year of experience in the finance industry.
Frank Barrale (CRD# 7677782) is an Investment Advisor Representative working at Aegis Wealth Management, Inc. in Guthrie Center, IA and has 1 year of experience in the finance industry.
Robert Carr (CRD# 4515707) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Gutherie Center, IA and has over 22 years of experience in the finance industry.
Lisa Cassidy (CRD# 7198625) is an Investment Advisor Representative working at Aegis Wealth Management, Inc. in Guthrie Center, IA and has over 4 years of experience in the finance industry.
Todd Green (CRD# 2708678) is an Investment Advisor Representative working at Avantax Advisory Services in Lake City, IA and has over 27 years of experience in the finance industry.