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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
Barbara Hein (CRD# 4079052) is an Investment Advisor Representative working at Pursuit Wealth Management in Coralville, IA and has over 24 years of experience in the finance industry. Barbara Hein 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.
Kent Hennings (CRD# 4764170) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Cedar Rapids, IA and has over 20 years of experience in the finance industry.
Carrie Houchins-Witt (CRD# 6362751) is an Investment Advisor Representative working at Carrie Houchins-witt Tax And Financial Services LLC in Coralville, IA and has 1 year of experience in the finance industry. Carrie Houchins-Witt 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.
Corey Houchins-Witt (CRD# 6909411) is an Investment Advisor Representative working at Carrie Houchins-witt Tax And Financial Services LLC in Coralville, IA and has over 6 years of experience in the finance industry.
David Hurlbut (CRD# 6695400) is an Investment Advisor Representative working at Bfc Planning, Inc. in Muscatine, IA and has over 7 years of experience in the finance industry.
Devon Inman (CRD# 6907330) is an Investment Advisor Representative working at Principal Securities, Inc. in Tiffin, IA and has over 6 years of experience in the finance industry.
Jacqueline Jackman-Cunningham (CRD# 2055467) is an Investment Advisor Representative working at Ameritas Advisory Services, LLC in Iowa City, IA and has over 33 years of experience in the finance industry.
Jeremy James (CRD# 5270123) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Iowa City, IA and has over 17 years of experience in the finance industry.
Joseph Jay (CRD# 5917772) is an Investment Advisor Representative working at Midwestern Financial Group in Iowa City, IA and has over 12 years of experience in the finance industry.
Jeffrey Johnson (CRD# 5083751) is an Investment Advisor Representative working at Edward Jones in Cedar Rapids, IA and has over 18 years of experience in the finance industry.