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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
Scott Etzel (CRD# 5505697) is an Investment Advisor Representative working at Independent Wealth Network, Inc. in Clear Lake, IA and has over 15 years of experience in the finance industry.
Tracy Farland (CRD# 6576362) is an Investment Advisor Representative working at Edward Jones in Clear Lake, IA and has over 8 years of experience in the finance industry.
Cheryl Farrell (CRD# 1474879) is an Investment Advisor Representative working at Lpl Financial LLC in Clarksville, IA and has over 24 years of experience in the finance industry. Cheryl Farrell 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.
Erich Feller (CRD# 6074652) is an Investment Advisor Representative working at Principal Securities, Inc. in Charles City, IA and has over 11 years of experience in the finance industry. Erich Feller 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.
William Feller (CRD# 1807994) is an Investment Advisor Representative working at Principal Securities, Inc. in Charles City, IA and has over 19 years of experience in the finance industry. William Feller 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.
Melissa Freund (CRD# 6131076) is an Investment Advisor Representative working at Edward Jones in Mason City, IA and has over 11 years of experience in the finance industry.
Jason Geving (CRD# 3278443) is an Investment Advisor Representative working at Edward Jones in Mason City, IA and has over 16 years of experience in the finance industry.
Colette Gunhus (CRD# 3007425) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Clear Lake, IA and has over 25 years of experience in the finance industry.
Alyse Hesley (CRD# 5318713) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Mason City, IA and has over 7 years of experience in the finance industry.
Jeremy Heyer (CRD# 5911200) is an Investment Advisor Representative working at Edward Jones in Charles City, IA and has over 12 years of experience in the finance industry.