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Distance Only Cedar Falls, IA
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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
Chad Turner (CRD# 4346358) is an Investment Advisor Representative working at Principal Securities, Inc. in Cedar Falls, IA and has over 19 years of experience in the finance industry.
Phillip Westemeier (CRD# 1931330) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Cedar Falls, IA and has over 35 years of experience in the finance industry.
Scott Wirtz (CRD# 4485981) is an Investment Advisor Representative working at L.m. Kohn & Company in Cedar Falls, IA and has over 22 years of experience in the finance industry. Scott Wirtz 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.
Richard Yantis (CRD# 1835261) is an Investment Advisor Representative working at Rda Financial Network in Cedar Falls, IA and has over 35 years of experience in the finance industry. Richard Yantis 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.
Darren Yoder (CRD# 4456869) is an Investment Advisor Representative working at Dynamic Financial Group in Cedar Falls, IA and has over 20 years of experience in the finance industry.
Adam Block (CRD# 6632431) is an Investment Advisor Representative working at Principal Advised Services in Cedar Falls, IA and has over 5 years of experience in the finance industry.
Justin Buck (CRD# 7701592) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Cedar Falls, IA and has 1 year of experience in the finance industry.
Colin Egan (CRD# 5789095) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Cedar Falls, IA and has 1 year of experience in the finance industry.
Matthew Glenn (CRD# 7587938) is an Investment Advisor Representative working at Rda Financial Network in Cedar Falls, IA and has over 2 years of experience in the finance industry.
Matthew Halverson (CRD# 7126007) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Cedar Falls, IA and has over 4 years of experience in the finance industry.