-
Distance Only Urbandale, IA
-
COMPENSATION Either
-
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
Lewis Vasey (CRD# 2873295) is an Investment Advisor Representative working at Lpl Financial LLC in Urbandale, IA and has over 27 years of experience in the finance industry. Lewis Vasey 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.
David Wallach (CRD# 2238755) is an Investment Advisor Representative working at Brokers Financial in Urbandale, IA and has over 30 years of experience in the finance industry.
David Warrick (CRD# 1029920) is an Investment Advisor Representative working at Brokers Financial in Urbandale, IA and has over 41 years of experience in the finance industry. David Warrick 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.
Christopher Wilkinson (CRD# 6124295) is an Investment Advisor Representative working at Brokers Financial in Urbandale, IA and has over 11 years of experience in the finance industry.
Jason Wiltse (CRD# 4930051) is an Investment Advisor Representative working at Wilon Wealth Management in Urbandale, IA and has over 19 years of experience in the finance industry.
Kevin Wingert (CRD# 1199141) is an Investment Advisor Representative working at Royal Fund Management, LLC in Urbandale, IA and has over 26 years of experience in the finance industry.
Carrie Wright (CRD# 3170068) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Urbandale, IA and has over 22 years of experience in the finance industry.
David Amundson (CRD# 7489414) is an Investment Advisor Representative working at Aim Advisors in Urbandale, IA and has over 2 years of experience in the finance industry.
Tara Amundson (CRD# 7514014) is an Investment Advisor Representative working at Aim Advisors in Urbandale, IA and has over 2 years of experience in the finance industry.