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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
Keith Berg (CRD# 1685183) is an Investment Advisor Representative working at Lpl Financial LLC in Ogden, IA and has over 36 years of experience in the finance industry.
Adam Good (CRD# 4815269) is an Investment Advisor Representative working at Lpl Financial LLC in Ogden, IA and has over 15 years of experience in the finance industry.
Shawn Shindelar (CRD# 7626126) is an Investment Advisor Representative working at Lpl Financial LLC in Ogden, IA and has 1 year of experience in the finance industry.
Samantha Stephens (CRD# 6245901) is an Investment Advisor Representative working at Lpl Financial LLC in Ogden, IA and has over 2 years of experience in the finance industry.
Sarah Anthofer (CRD# 4420604) is an Investment Advisor Representative working at Global Retirement Partners LLC in West Des Moines, IA and has over 10 years of experience in the finance industry.
Kacy Bass (CRD# 6460989) is an Investment Advisor Representative working at Clarity Asset Management, Inc. in Ames, IA and has over 9 years of experience in the finance industry. Kacy Bass 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.
Douglas Benson (CRD# 5733510) is an Investment Advisor Representative working at Northwestern Mutual Investment Services,llc in Ankeny, IA and has over 14 years of experience in the finance industry.
Justin Bjerke (CRD# 5870149) is an Investment Advisor Representative working at Edward Jones in Ankeny, IA and has over 12 years of experience in the finance industry. Justin Bjerke 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.
Carmen Black (CRD# 2069969) is an Investment Advisor Representative working at Mml Investors Services, LLC in Dallas Center, IA and has over 33 years of experience in the finance industry.