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Distance Only Spirit Lake, 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
Donald Breuker (CRD# 2525091) is an Investment Advisor Representative working at Royal Fund Management, LLC in Spirit Lake, IA and has over 29 years of experience in the finance industry.
Marilyn Carter (CRD# 1249368) is an Investment Advisor Representative working at Insight Securities, Inc. in Spirit Lake, IA and has over 40 years of experience in the finance industry.
Matthew Higgins (CRD# 4304561) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Spirit Lake, IA and has over 23 years of experience in the finance industry.
Kaitlyn Johnson (CRD# 6091774) is an Investment Advisor Representative working at Edward Jones in Spirit Lake, IA and has over 10 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.
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.
Anne Straus (CRD# 2417606) is an Investment Advisor Representative working at Lpl Financial LLC in Spirit Lake, IA and has over 28 years of experience in the finance industry. Anne Straus 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.
Jay Theis (CRD# 4532713) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Spirit Lake, IA and has over 21 years of experience in the finance industry.
Scott Trautman (CRD# 5469297) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Spirit Lake, IA and has over 16 years of experience in the finance industry.
Sara Fisher (CRD# 6475763) is an Investment Advisor Representative working at Edward Jones in Spirit Lake, IA and has 1 year of experience in the finance industry.