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Certified Financial Planners in Iowa

Certified Financial Planners in Iowa City, IA

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14 results found

Duane Lusson Iowa City, IA

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Manager

Experience & Education

Position:
An Ameriprise Platinum Financial Services practice at Ameriprise Financial Services, Inc.
Title:
Certified Financial Planner practitioner
Location:
Iowa City, Iowa Area
Industry:
Financial Services
Work history:
Ameriprise Financial Services, Inc. - Ottumwa, IowaAn Ameriprise Platinum Financial Services practicesince Dec 1991
Full Profile

Jeremy James Iowa City, IA

Professions & Specialties

Financial Planner • Certified Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Puchasing and Estimating Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Sales Agent • Sales Representative • Financial Manager

Experience & Education

Position:
CERTIFIED FINANCIAL PLANNER (TM) at James Investment Group, Inc
Title:
CERTFIED FINANCIAL PLANNER (TM)
Location:
Iowa City, Iowa Area
Industry:
Financial Services
Work history:
James Investment Group, Inc - Iowa City, Iowa AreaCERTIFIED FINANCIAL PLANNER (TM)since Jan 2007Viscofan/Teepak Tech/Sales RepJul 2003 - Dec 2006
Full Profile

Michael Diers Iowa City, IA

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Manager

Experience & Education

Position:
Certified Financial Planner at Ameritas
Location:
Iowa City, Iowa Area
Industry:
Financial Services
Work history:
Ameritas Certified Financial Plannersince Dec 2005Wells Fargo Investments Certified Financial PlannerMar 2003 - Jul 2005
Full Profile

Mike Diers Iowa City, IA

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Manager

Experience & Education

Title:
Certified Financial Planner at Ameritas
Location:
Iowa City, Iowa Area
Industry:
Financial Services
Full Profile

Michael Lehman Iowa City, IA

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Manager

Experience & Education

Position:
CFP at UICCU
Location:
Iowa City, Iowa Area
Industry:
Financial Services
Work history:
UICCU CFP
Full Profile

Cynthia Sharpe Iowa City, IA

Professions & Specialties

Estate Planner • Certified Financial Planner • Puchasing and Estimating Manager • Attorney At Law • Law Specialist • Fiduciary • Lawyers • Trust Law Attorney • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Supporting Member • Philanthrope • Mechanic • Team Member • Non-Profit • Claims Investigator • Insurance Examining Clerk • Claims Examiner • Computer Software Professional • Software Developers • Chief Executive • Financial Manager • Workforce Development Specialist • Training and Development • Department Store Salesperson • Retail Professional • Retail Salesperson • Financial Analyst

Experience & Education

Position:
Attorney at Cynthia Floss Sharpe Attorney at Law, P.L.L.C.
Title:
Cynthia Floss Sharpe Attorney at Law, P.L.L.C.
Location:
Iowa City, Iowa Area
Industry:
Law Practice
Work history:
Cynthia Floss Sharpe Attorney at Law, P.L.L.C. Attorneysince 2011Steven C. Anderson, Attorney at Law, P.L.C. AssociateSep 2009 - Jul 2011
Skills:
Probate, Estate Planning, LLC, Buy-sell Agreements, Living Trusts, Estate Administration, Elder...
Full Profile

Chad Andrews Iowa City, IA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Puchasing and Estimating Manager • Branch Manager • Field Marketing Specialist • Marketing Administrator • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Marketing Manager • Financial Manager • Psychology Specialist

Experience & Education

Position:
Financial Advisor / Branch Manager at Raymond James Financial Services, Inc. Member FINRA / SIPC
Location:
Iowa City, Iowa Area
Industry:
Financial Services
Work history:
Raymond James Financial Services, Inc. Member FINRA / SIPC - 2201 East Grantview Drive, Suite 200, Coralville, IA 52241Financial Advisor / Branch Managersince Jun 2007Edward D. Jones & Company Financial AdvisorAug 1999 - Jun 2007
Currently a CFP candidate
Full Profile

Jan Towne Iowa City, IA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • School Principal • School Administrator • Educational Manager • Business Consultant • Advisor • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Principal at Riverview Financial Group PC, Financial Advisor at H.D. Vest Advisory ServicesSM
Title:
Principal at Riverview Financial Group, PC
Location:
Iowa City, Iowa Area
Industry:
Financial Services
Work history:
Riverview Financial Group PC - Keosauqua, IAPrincipalsince Nov 2009H.D. Vest Advisory ServicesSM - Keosauqua, IAFinancial Advisorsince Sep 1999
Certifications:
Certified Public Accountant, Iowa Board of Accountancy
Certified Financial Planner™, CFP® Board
Full Profile

Dell Richard Iowa City, IA

Professions & Specialties

Estate Planner • Certified Financial Planner • Puchasing and Estimating Manager • Law Specialist • Lawyers • Juris Doctor • Property Manager • Real Estate Manager • Financial Manager

Experience & Education

Title:
Member, Richard &Shaw, PLLC law office
Location:
Iowa City, Iowa Area
Industry:
Law Practice
Skills:
Estate Planning, Trusts, Estate Tax Planning, LLC, Real Estate, Tax, Nonprofits, Automobile...
Full Profile

Dan Sullivan Iowa City, IA

Professions & Specialties

Senior Vice President • Vice President • Chief Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Senior Vice President, Marketing at Cambridge Investment Research
Location:
Iowa City, Iowa Area
Industry:
Financial Services
Work history:
Cambridge Investment Research Senior Vice President, Marketing
Certified Financial Planner Board of Standards
Full Profile

Lana Inderski Iowa City, IA

Professions & Specialties

Counselor • Advisor • Agent • Sales Agent • Client Service Officer • Sales Representative • Host • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Customer Service

Experience & Education

Position:
Senior Transition Consultant - Transition at Cambridge Investment Research
Title:
Regional Consultant at Cambridge Investment Research
Location:
Iowa City, Iowa Area
Industry:
Financial Services
Work history:
Cambridge Investment Research - Fairfield, IASenior Transition Consultant - Transitionsince Jan 2001Performance Pipe - Bloomfield, IACustomer Service specialistOct 1989 - Jan 2001
CFP classes
Full Profile

Caitlin Ball Iowa City, IA

Professions & Specialties

Financial Consultant • Certified Financial Planner • Financial Services Professional • Financial Services Sales Agent • Puchasing and Estimating Manager • Supporting Member • Team Member • Proofreader • Non-Profit • Administrative Clerk • Clerical Specialist • Copy Editor • Editing Professional • Writing and Editing Professional • Writer and Editor • Mathematics • Mathematician • Chief Administrative Officer • Chief Executive • Financial Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Test Development Editorial Associate at ACT
Location:
Iowa City, Iowa Area
Industry:
Publishing
Work history:
ACT Test Development Editorial Associatesince Sep 2010Pearson ProofreaderAug 2009 - Sep 2010
Full Profile

Brad Baldes Iowa City, IA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Puchasing and Estimating Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Territory Account Manager • Area Manager • Managers • Financial Manager

Experience & Education

Position:
Personal Financial Advisor at Ameriprise Financial Services, Inc.
Title:
Financial Advisor
Location:
Iowa City, Iowa Area
Industry:
Financial Services
Work history:
Ameriprise Financial Services, Inc. Personal Financial Advisorsince Oct 1996Parker Hannifin Territory ManagerJun 1994 - Oct 1996
Skills:
Retirement Planning Strategies, Estate Planning Strategies, Women's Financial Strategies
Certifications:
Certified Financial Planner Practitioner, Certified Financial Planner Board of Standards
Chartered Life Underwriter, The American College
Full Profile

John Roberts Houston, TX

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Chief Executive Officer • Senior Vice President • Corporate Executive • Chief Executive • Vice President • Financial Manager • Bachelor of Business Administration

Experience & Education

Work

Company:
Bbva compass - Houston, TX
Managing director
Company:
Cantor fitzgerald - Houston, TX
Senior vice president
Full Profile

Certified Financial Planners near Iowa City, IA03691215Cedar RapidsNorth LibertyMuscatine


Certified Financial Planners around Iowa City, IA

Cedar Rapids  (13)
Muscatine  (1)

Certified Financial Planners in Iowa

Sub-specializations