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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
Robert Scott (CRD# 6534117) is an Investment Advisor Representative working at Partner Wealth in Iowa City, IA and has over 8 years of experience in the finance industry. Robert Scott 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.
James Scully (CRD# 6465316) 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.
Scott Shaw (CRD# 4672450) is an Investment Advisor Representative working at Eagle Strategies LLC in Cedar Rapids, IA and has over 20 years of experience in the finance industry.
Eric Shelangoski (CRD# 4689766) is an Investment Advisor Representative working at Edward Jones in Iowa City, IA and has over 20 years of experience in the finance industry.
Bradley Shelman (CRD# 2327455) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Iowa City, IA and has over 31 years of experience in the finance industry.
Bryce Shelman (CRD# 6636321) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Iowa City, IA and has over 6 years of experience in the finance industry.
Alec Sindelar (CRD# 6502786) is an Investment Advisor Representative working at Principal Securities, Inc. in Tiffin, IA and has over 8 years of experience in the finance industry.
James Smith (CRD# 1042591) is an Investment Advisor Representative working at Avantax Advisory Services in Iowa City, IA and has over 29 years of experience in the finance industry.
Charles Snook (CRD# 2878437) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Cedar Rapids, IA and has over 27 years of experience in the finance industry. Charles Snook 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.
Matthew Strajack (CRD# 2478705) is an Investment Advisor Representative working at Lpl Financial LLC in Muscatine, IA and has over 29 years of experience in the finance industry.