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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
Matthew Cale (CRD# 2642766) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Windsor Heights, IA and has over 21 years of experience in the finance industry.
Peter Deacon (CRD# 4864977) is an Investment Advisor Representative working at Forrest Financial Services in Windsor Heights, IA and has over 19 years of experience in the finance industry.
Jason Egge (CRD# 3170272) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Windsor Heights, IA and has over 20 years of experience in the finance industry.
Huey Chian Foo (CRD# 4273416) is an Investment Advisor Representative working at Mml Investors Services, LLC in Windsor Heights, IA and has over 23 years of experience in the finance industry.
Matthew Kneifl (CRD# 4622646) is an Investment Advisor Representative working at Edward Jones in Windsor Heights, IA and has over 21 years of experience in the finance industry.
Jonathan Lutz (CRD# 5516300) is an Investment Advisor Representative working at Edward Jones in Windsor Heights, IA and has over 15 years of experience in the finance industry.
Michele Mangels (CRD# 5230695) is an Investment Advisor Representative working at Edward Jones in Windsor Heights, IA and has over 14 years of experience in the finance industry.
Shawn Terrell (CRD# 5962224) is an Investment Advisor Representative working at Dentist Exit Planning in Windsor Heights, IA and has over 12 years of experience in the finance industry.
Dorothy Welsch (CRD# 5661074) is an Investment Advisor Representative working at Principal Securities, Inc. in Windsor Heights, IA and has over 15 years of experience in the finance industry.
Noah Holthaus (CRD# 7740896) is an Investment Advisor Representative working at Edward Jones in Windsor Heights, IA and has 1 year of experience in the finance industry.