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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
David Nelson (CRD# 2120855) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Clinton, IA and has over 33 years of experience in the finance industry. David Nelson 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.
James Nelson (CRD# 6070248) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Clinton, IA and has over 11 years of experience in the finance industry.
John Nelson (CRD# 6070252) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Clinton, IA and has over 10 years of experience in the finance industry.
James O'melia (CRD# 6622658) is an Investment Advisor Representative working at Edward Jones in De Witt, IA and has over 7 years of experience in the finance industry.
Jeff Romans (CRD# 5501831) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Clinton, IA and has over 15 years of experience in the finance industry.
Ashlie Stoddard (CRD# 5907393) is an Investment Advisor Representative working at Edward Jones in Elizabeth, IL and has over 12 years of experience in the finance industry.
Kimberly Stoll (CRD# 1710448) is an Investment Advisor Representative working at Wealthplan Partners in Camanche, IA and has over 36 years of experience in the finance industry. Kimberly Stoll 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.
David Swisher (CRD# 2266323) is an Investment Advisor Representative working at Benchmark Capital Group Ltd. in Galena, IL and has over 31 years of experience in the finance industry. David Swisher 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.
Tom Timion (CRD# 1577832) is an Investment Advisor Representative working at Edward Jones in Clinton, IA and has over 37 years of experience in the finance industry.
Kerry Toporowski (CRD# 3066695) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Clinton, IA and has over 25 years of experience in the finance industry.