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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
Phillip Bettis (CRD# 5895695) is an Investment Advisor Representative working at Advice And Planning Services in Coralville, IA and has over 8 years of experience in the finance industry.
Kenteth Blossom (CRD# 4907344) is an Investment Advisor Representative working at Concourse Financial Group Advisors in Kalona, IA and has over 19 years of experience in the finance industry. Kenteth Blossom 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.
Angela Breitsprecher (CRD# 6261548) is an Investment Advisor Representative working at Wealth Enhancement Advisory Services, LLC in North Liberty, IA and has over 6 years of experience in the finance industry.
Cory Bringle (CRD# 5010677) is an Investment Advisor Representative working at First Trust Advisors LP in North Liberty, IA and has over 18 years of experience in the finance industry.
Michael Brown (CRD# 5292077) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Coralville, IA and has over 16 years of experience in the finance industry.
David Bruns (CRD# 1390764) is an Investment Advisor Representative working at Edward Jones in Washington, IA and has over 38 years of experience in the finance industry.
Clark Buelt (CRD# 2377583) is an Investment Advisor Representative working at Advice And Planning Services in Coralville, IA and has over 30 years of experience in the finance industry.
Sarah Buffington (CRD# 4868902) is an Investment Advisor Representative working at Edward Jones in Iowa City, IA and has over 17 years of experience in the finance industry.
Chad Burtch (CRD# 4590452) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Iowa City, IA and has over 21 years of experience in the finance industry.
Patrick Campbell (CRD# 5584933) is an Investment Advisor Representative working at Midwestern Financial Group in Iowa City, IA and has over 15 years of experience in the finance industry.