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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
Ryan Anderson (CRD# 5641788) is an Investment Advisor Representative working at Primerica Advisors in Pella, IA and has over 15 years of experience in the finance industry.
Lori Baldwin (CRD# 5964764) is an Investment Advisor Representative working at Edward Jones in Altoona, IA and has over 12 years of experience in the finance industry.
Michael Banasiak (CRD# 4973485) is an Investment Advisor Representative working at Omni Wealth Management in West Des Moines, IA and has over 18 years of experience in the finance industry. Michael Banasiak 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.
Paul Barr (CRD# 1748415) is an Investment Advisor Representative working at Lpl Financial LLC in Marshalltown, IA and has over 30 years of experience in the finance industry.
Kasin Beckwith (CRD# 6042940) is an Investment Advisor Representative working at Primerica Advisors in Pella, IA and has over 11 years of experience in the finance industry.
Fredrick Bell (CRD# 4499571) is an Investment Advisor Representative working at Bellwether Financial Advisors in West Des Moines, IA and has over 22 years of experience in the finance industry. Fredrick Bell 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 Beverage (CRD# 5671822) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Carlisle, IA and has over 14 years of experience in the finance industry.
Nathan Blayer (CRD# 6598784) is an Investment Advisor Representative working at Edward Jones in Marshalltown, IA and has over 8 years of experience in the finance industry.
Layne Brown (CRD# 2826908) is an Investment Advisor Representative working at Bfc Planning, Inc. in Pleasant Hill, IA and has over 27 years of experience in the finance industry.
Daniel Brummel (CRD# 5025695) is an Investment Advisor Representative working at Bfc Planning, Inc. in Pleasant Hill, IA and has over 18 years of experience in the finance industry.