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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
Thomas De Jong, M.S. (CRD# 5612385) is an Investment Advisor Representative working at Money Concepts - The Planning Firm in Sioux Center, IA and has over 7 years of experience in financial planning.
Grant De Vries (CRD# 5154066) is an Investment Advisor Representative working at Kestra Advisory Services, LLC in Sioux Center, IA and has over 16 years of experience in the finance industry. Grant De Vries 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.
Derrick Dehaan (CRD# 5237681) is an Investment Advisor Representative working at Spc in Orange City, IA and has over 17 years of experience in the finance industry.
Ryan Doughan (CRD# 6991130) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Orange City, IA and has over 5 years of experience in the finance industry.
John Dykstra (CRD# 5089569) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Sioux Center, IA and has over 18 years of experience in the finance industry. John Dykstra 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.
Phillip Elder (CRD# 1620374) is an Investment Advisor Representative working at Prudential Financial Planning Services in Sioux City, IA and has over 37 years of experience in the finance industry.
Chad Ericson (CRD# 4124580) is an Investment Advisor Representative working at Rda Financial Network in Akron, IA and has over 24 years of experience in the finance industry.
James Forey (CRD# 2306014) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Sioux City, IA and has over 30 years of experience in the finance industry.
Donna Garvey (CRD# 1015499) is an Investment Advisor Representative working at Prudential Financial Planning Services in Sioux City, IA and has over 39 years of experience in the finance industry.
Marc Geels (CRD# 2191580) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Sioux City, IA and has over 32 years of experience in the finance industry. Marc Geels 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.