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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 Carlson (CRD# 5928898) is an Investment Advisor Representative working at Carlson Wealth, LLC in Omaha, NE and has over 13 years of experience in the finance industry. Michael Carlson 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.
Scott Carlson (CRD# 1785284) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Elkhorn, NE and has over 35 years of experience in the finance industry.
Todd Carlson (CRD# 4015078) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Council Bluffs, IA and has over 24 years of experience in the finance industry.
Joshua Carmean (CRD# 5171190) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Omaha, NE and has over 17 years of experience in the finance industry.
Morgan Carr (CRD# 6548549) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Omaha, NE and has over 8 years of experience in the finance industry.
David Carroll (CRD# 2429086) is an Investment Advisor Representative working at Cwm, LLC in Omaha, NE and has over 29 years of experience in the finance industry.
Jamie Carroll (CRD# 4592870) is an Investment Advisor Representative working at Cwm, LLC in Omaha, NE and has over 19 years of experience in the finance industry. Jamie Carroll 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.
Ronald Carson (CRD# 1238219) is an Investment Advisor Representative working at Cwm, LLC in Omaha, NE and has over 33 years of experience in the finance industry.
Barrett Carter (CRD# 4206630) is an Investment Advisor Representative working at Lexus Wealth Management in Omaha, NE and has over 23 years of experience in the finance industry.
Douglas Carter (CRD# 1963184) is an Investment Advisor Representative working at Schwab Wealth Advisory, Inc. in Omaha, NE and has over 34 years of experience in the finance industry.