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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
Timothy Cortney (CRD# 5760753) is an Investment Advisor Representative working at Edward Jones in Council Bluffs, IA and has over 14 years of experience in the finance industry.
Curtis Cottle (CRD# 6119745) is an Investment Advisor Representative working at Iams Wealth Management, LLC in Omaha, NE and has over 11 years of experience in the finance industry.
James Couzens (CRD# 55459) is an Investment Advisor Representative working at Cwm, LLC in Omaha, NE and has over 38 years of experience in the finance industry.
Nicole Cox (CRD# 4734770) 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.
Halley Craig (CRD# 5882524) is an Investment Advisor Representative working at Cwm, LLC in Omaha, NE and has over 11 years of experience in the finance industry. Halley Craig 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.
Mark Crane (CRD# 2471733) is an Investment Advisor Representative working at Mml Investors Services, LLC in Omaha, NE and has over 30 years of experience in the finance industry.
Zachary Croonquist (CRD# 6414463) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Bennington, NE and has over 9 years of experience in the finance industry.
Terry Curnes (CRD# 1146716) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Omaha, NE and has over 40 years of experience in the finance industry.
Javid Dabestani (CRD# 6526006) is an Investment Advisor Representative working at Creative Planning in Omaha, NE and has over 7 years of experience in the finance industry. Javid Dabestani 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.
Lori Daff-Siggins (CRD# 4449107) is an Investment Advisor Representative working at Cwm, LLC in Omaha, NE and has over 22 years of experience in the finance industry.