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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
Kelly Meyer (CRD# 3051664) is an Investment Advisor Representative working at Pfg Advisors in Worthington, MN and has over 25 years of experience in the finance industry.
Cole Milbrath (CRD# 6635385) is an Investment Advisor Representative working at Lpl Financial LLC in Spirit Lake, IA and has over 7 years of experience in the finance industry. Cole Milbrath 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.
Craig Neiderheiser (CRD# 4828939) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Spencer, IA and has over 9 years of experience in the finance industry.
Richard Noah (CRD# 2046224) is an Investment Advisor Representative working at Lpl Financial LLC in Spencer, IA and has over 33 years of experience in the finance industry. Richard Noah 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.
Jeffrey Ploeger (CRD# 4177845) is an Investment Advisor Representative working at Northwest Wealth Management, LLC in Spirit Lake, IA and has over 23 years of experience in the finance industry.
Scott Rall (CRD# 2137345) is an Investment Advisor Representative working at Private Advisor Group, LLC in Worthington, MN and has over 32 years of experience in the finance industry.
Connie Schmidt (CRD# 2515285) is an Investment Advisor Representative working at Northwest Wealth Management, LLC in Spencer, IA and has over 29 years of experience in the finance industry.
James Shoquist (CRD# 5612546) is an Investment Advisor Representative working at Northwest Wealth Management, LLC in Spencer, IA and has over 15 years of experience in the finance industry. James Shoquist 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.
Gayle Siebenbruner (CRD# 2421378) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Worthington, MN and has over 30 years of experience in the finance industry.
Jan Spielman (CRD# 2301481) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Spencer, IA and has over 31 years of experience in the finance industry.