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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
Levi Ver Meer (CRD# 7383242) is an Investment Advisor Representative working at Primerica Advisors in Pella, IA and has over 2 years of experience in the finance industry.
Douglas Allen (CRD# 1492192) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Grinnell, IA and has over 38 years of experience in the finance industry. Douglas Allen 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.
Mark Allen (CRD# 4782220) is an Investment Advisor Representative working at Edward Jones in Newton, IA and has over 19 years of experience in the finance industry.
Isaac Allmaras (CRD# 6915898) is an Investment Advisor Representative working at Edward Jones in Oskaloosa, IA and has over 5 years of experience in the finance industry.
Michael Banasiak (CRD# 4973485) is an Investment Advisor Representative working at Omni Wealth Management in West Des Moines, IA and has over 18 years of experience in the finance industry. Michael Banasiak 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.
Fredrick Bell (CRD# 4499571) is an Investment Advisor Representative working at Bellwether Financial Advisors in West Des Moines, IA and has over 22 years of experience in the finance industry. Fredrick Bell 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.
Michael Busch (CRD# 5983786) is an Investment Advisor Representative working at Edward Jones in Oskaloosa, IA and has over 12 years of experience in the finance industry.
Todd Chambers (CRD# 5317972) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Knoxville, IA and has over 17 years of experience in the finance industry.
Thomas Cirks (CRD# 1415427) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Grinnell, IA and has over 37 years of experience in the finance industry.
Sean Coen (CRD# 6841102) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Oskaloosa, IA and has over 6 years of experience in the finance industry.