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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
Andrew Richter (CRD# 6156667) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Pisgah, IA and has over 10 years of experience in the finance industry.
Kyle Acre (CRD# 6243132) is an Investment Advisor Representative working at Edward Jones in Blair, NE and has over 10 years of experience in the finance industry.
Brian Brown (CRD# 4788139) is an Investment Advisor Representative working at Planvest, LLC in Blair, NE and has over 19 years of experience in the finance industry. Brian Brown 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.
Tamara Flanigan (CRD# 2795867) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Mapleton, IA and has over 27 years of experience in the finance industry.
Craig Heuton (CRD# 6435400) is an Investment Advisor Representative working at Edward Jones in Blair, NE and has over 9 years of experience in the finance industry.
Jenette Martens (CRD# 6683074) is an Investment Advisor Representative working at Edward Jones in Dunlap, IA and has over 7 years of experience in the finance industry.
Matthew Mohnsen (CRD# 5854021) is an Investment Advisor Representative working at U.s. Bancorp Investments, Inc. in Blair, NE and has over 13 years of experience in the finance industry.
Donald Sorensen (CRD# 4008837) is an Investment Advisor Representative working at Edward Jones in Blair, NE and has over 24 years of experience in the finance industry.
Scott Thompson (CRD# 4560845) is an Investment Advisor Representative working at Edward Jones in Logan, IA and has over 21 years of experience in the finance industry.
Kaintrel Unger (CRD# 6636876) is an Investment Advisor Representative working at Edward Jones in Missouri Valley, IA and has over 7 years of experience in the finance industry.