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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
Michael Ohrt (CRD# 1778696) is an Investment Advisor Representative working at Lpl Financial LLC in Waterloo, IA and has over 25 years of experience in the finance industry.
Lisa Olinger (CRD# 3043349) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Cedar Rapids, IA and has over 26 years of experience in the finance industry.
Michael Olinger (CRD# 7013494) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Hiawatha, IA and has over 5 years of experience in the finance industry.
Malcom Ong (CRD# 5187950) is an Investment Advisor Representative working at Nations Financial Group, Inc. in Cedar Rapids, IA and has over 17 years of experience in the finance industry.
William Overland (CRD# 1722619) is an Investment Advisor Representative working at Lpl Financial LLC in Cedar Rapids, IA and has over 33 years of experience in the finance industry.
John Palmer (CRD# 723541) is an Investment Advisor Representative working at Bfc Planning, Inc. in Cedar Rapids, IA and has 1 year of experience in the finance industry. John Palmer 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.
Bradley Parsons (CRD# 3183568) is an Investment Advisor Representative working at Raindrop Financial, Inc. in Cedar Rapids, IA and has over 25 years of experience in the finance industry.
Brandon Pedersen (CRD# 5927105) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Waterloo, IA and has over 12 years of experience in the finance industry.
Robert Penn (CRD# 1955142) is an Investment Advisor Representative working at Penn Advisory Group Inc. in Mount Vernon, IA and has over 34 years of experience in the finance industry.
Brian Persson (CRD# 3277988) is an Investment Advisor Representative working at Benjamin F. Edwards Wealth Management, LLC in Waterloo, IA and has over 24 years of experience in the finance industry.