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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
Stephen Swenson (CRD# 3064078) is an Investment Advisor Representative working at Edward Jones in Osage, IA and has over 25 years of experience in the finance industry.
Michael Birchem (CRD# 2997071) is an Investment Advisor Representative working at Lpl Financial LLC in Mason City, IA and has over 26 years of experience in the finance industry. Michael Birchem 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.
Jake Brown (CRD# 6215243) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Mason City, IA and has over 9 years of experience in the finance industry.
William Burt (CRD# 2968596) is an Investment Advisor Representative working at Brokers Financial in Mason City, IA and has over 26 years of experience in the finance industry.
Sara Carlsson (CRD# 5083641) is an Investment Advisor Representative working at Edward Jones in Mason City, IA and has over 18 years of experience in the finance industry.
Shane Cooney (CRD# 3106266) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Mason City, IA and has over 25 years of experience in the finance industry.
William Cooney (CRD# 1547776) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Mason City, IA and has over 37 years of experience in the finance industry.
Angelina Dietz (CRD# 3137242) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Nashua, IA and has over 24 years of experience in the finance industry.
Mark Ellis (CRD# 4399460) is an Investment Advisor Representative working at Principal Securities, Inc. in Nora Springs, IA and has over 18 years of experience in the finance industry.
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.