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Distance Only Spencer, IA
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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
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.
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.
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.
Eric Van Der Heide (CRD# 6511174) is an Investment Advisor Representative working at Northwest Wealth Management, LLC in Spencer, IA and has over 8 years of experience in the finance industry.
Jason Vande Brake (CRD# 5377918) is an Investment Advisor Representative working at Northwest Wealth Management, LLC in Spencer, IA and has over 16 years of experience in the finance industry.
Mark Wilkinson (CRD# 6262990) is an Investment Advisor Representative working at Edward Jones in Spencer, IA and has over 10 years of experience in the finance industry.
Nicholas Anderson (CRD# 7608927) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Spencer, IA and has 1 year of experience in the finance industry.
Bryson Duncan (CRD# 7424046) is an Investment Advisor Representative working at Northwest Wealth Management, LLC in Spencer, IA and has over 2 years of experience in the finance industry.