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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
Tim Sullivan (CRD# 1899809) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Kalona, IA and has over 35 years of experience in the finance industry. Tim Sullivan 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.
Austin Svatos (CRD# 6640572) is an Investment Advisor Representative working at Commonwealth Financial Network in Iowa City, IA and has over 7 years of experience in the finance industry.
Mollie Thomsen (CRD# 5346893) is an Investment Advisor Representative working at Commonwealth Financial Network in Iowa City, IA and has over 14 years of experience in the finance industry.
Sean Tobin (CRD# 4824809) is an Investment Advisor Representative working at Lpl Financial LLC in Iowa City, IA and has over 19 years of experience in the finance industry.
Michael Tryon (CRD# 5738385) is an Investment Advisor Representative working at Tryon Investments, LLC in North Liberty, IA and has over 13 years of experience in the finance industry.
Kurt Vitense (CRD# 4764456) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Coralville, IA and has over 20 years of experience in the finance industry. Kurt Vitense 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.
Daniel Voss (CRD# 2564470) is an Investment Advisor Representative working at Edward Jones in Washington, IA and has over 29 years of experience in the finance industry.
James Wachendorf (CRD# 4734705) is an Investment Advisor Representative working at Lpl Financial LLC in Iowa City, IA and has over 12 years of experience in the finance industry.
Carrie Wagner (CRD# 5991326) is an Investment Advisor Representative working at Commonwealth Financial Network in Iowa City, IA and has over 11 years of experience in the finance industry.