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Financial Consultants in Iowa

Financial Consultants in Des Moines, IA

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250 results found

Pattie Anderson Des Moines, IA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Representative • Property Manager • Real Estate Manager • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Financial Advisor at RBC Wealth Management
Location:
Des Moines, Iowa Area
Industry:
Investment Management
Work history:
RBC Wealth Management - Clive, IowaFinancial Advisorsince Sep 2011SagePoint Financial - Punta Gorda, Florida AreaRegistered RepresentativeOct 2010 - Jul 2011
Skills:
Investments, Investment Properties, Real Estate, First Time Home Buyers, Estate Planning,...
Full Profile

Darla Brendemuehl Des Moines, IA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Vice President • Partner • Chief Executive • Model • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Analyst • Controller • Certified Medical Assistant • Medical Assistant • Healthcare Support • Managers

Experience & Education

Position:
VP, Business Performance at Aviva USA
Location:
Des Moines, Iowa Area
Industry:
Financial Services
Work history:
Aviva USA - West Des Moines, IAVP, Business Performancesince Sep 2011Miles Capital, Inc. - West Des Moines, IowaFinancial ConsultantMar 2011 - Sep 2011
Skills:
Business Analysis, Process Improvement, Financial Reporting, Budgeting, Accounting, Financial...
Certifications:
Certified Public Accountant (CPA), State of Iowa
Certified Management Accountant (CMA)
Full Profile

Timothy Derouin Des Moines, IA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Title:
Financial Advisor at Northwestern Mutual
Location:
Des Moines, Iowa Area
Industry:
Investment Management
Full Profile

Brian Grefe Des Moines, IA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Team Member

Experience & Education

Title:
Financial Advisor at Raymond James & Associates
Location:
Des Moines, Iowa Area
Industry:
Investment Management
Full Profile

Mark Gelbman Des Moines, IA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Puchasing and Estimating Manager • Supporting Member • Team Member • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Physical Education Professor • Physical Education Professors • Financial Manager • Sports Trainers

Experience & Education

Position:
Associate Wealth Management Financial Advisor at Northwestern Mutual Wealth Management Company
Location:
Des Moines, Iowa Area
Industry:
Financial Services
Work history:
Northwestern Mutual Wealth Management Company Associate Wealth Management Financial Advisorsince Apr 2009Gilbert & Cook Inc. Financial Planning SpecialistJul 2008 - Feb 2009
Full Profile

Eric Lloyd Des Moines, IA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Chairperson • Founder • Owner • Chief Executive • Founding Member • Equipment Tools Purchasing Agent • Supplier • Department Store Salesperson • Retail Professional • Retail Salesperson • Services Professional • Sales and Service Specialist • Sales Agent • Sales Representative

Experience & Education

Position:
President/Founder at Iowa Moving 1, LLC
Title:
President/Founder of "Iowa Moving 1, LLC"
Location:
Des Moines, Iowa Area
Industry:
Consumer Services
Work history:
Iowa Moving 1, LLC - Waukee, IowaPresident/Foundersince 2009Wells Fargo - West Des Moines, IowaFinancial ConsultantSep 2005 - Mar 2013
Full Profile

Vicki West Des Moines, IA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Trader • Capital Markets Professional • Analyst • Analysts • Hospital Care Professional • Health Professional • Health Practitioner • Quality Control Worker • Supporting Member • Office Assistant • Technical Support Specialists • Administrative Clerk • Clerical Specialist • Inspector • Team Member • Office Clerk • Nurse • Medical Laboratory Professional • Medical Laboratory Technologist • Nurse Practitioner • Plant Manager • Production Manager • Accounts Payable • Accounts Payable Specialist • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Equipment Tools Purchasing Agent • Consumer Goods Professional • Department Store Salesperson • Retail Professional • Retail Salesperson • Commodities Clerk • Associate in Applied Science • Advertising Professional • Advertising Sales Agent • Computer Consultant • IT Consultant

Experience & Education

Position:
Health Information Analyst at HCI Care Services
Location:
Des Moines, Iowa Area
Industry:
Hospital & Health Care
Work history:
HCI Care Services - West Des Moines, IAHealth Information Analystsince 2011Iowa Health System - Des Moines, Iowa AreaFinancial Counselor2011 - 2011
Skills:
Microsoft Office, Compliance, Healthcare, Administration, Excel, System Administration, Data...
Full Profile

Chris Thomas Des Moines, IA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • School Principal • School Administrator • Educational Manager • Certified Nurse Aide • Nurse • Nurse Practitioner • Owner • Chief Executive • Survivor • Reality Show • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Financial Advisor at Principal Financial Group
Location:
Des Moines, Iowa Area
Industry:
Financial Services
Work history:
Principal Financial Group - IowaFinancial Advisorsince Apr 20123M - Ames, IowaLean Six Sigma Black BeltSep 2010 - Mar 2012
Skills:
Series 7, Series 66, Life & Health Insurance Licenses, Disability Insurance, Lean...
Full Profile

Brian Schall Des Moines, IA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Analyst • Representative • Analysts • Certified Nurse Aide • Nurse • Nurse Practitioner • Student Worker • Human Resources Specialist • Recruitment • Accounting Bookkeeper • Bookkeeper • Sales Representative • Property Manager • Real Estate Manager

Experience & Education

Position:
Business Assessments Analyst at MidAmerican Energy
Location:
Des Moines, Iowa Area
Industry:
Oil & Energy
Work history:
MidAmerican Energy - Des Moines, Iowa AreaBusiness Assessments Analystsince Jan 2013MassMutual Financial Group - West Des Moines, IAFinancial AdvisorMay 2012 - Jan 2013
Full Profile

Lucas Bielfelt Des Moines, IA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Certified Nurse Aide • Nurse • Nurse Practitioner • Philanthrope • Security • Non-Profit • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Financial Consultant at Thrivent Financial
Location:
Des Moines, Iowa Area
Industry:
Investment Management
Work history:
Thrivent Financial Financial Consultantsince Jan 2006Bielfelt Agency Insurance2004 - 2006
Certifications:
FIC, Financial Consultant
Full Profile

Nicole Winebrenner Des Moines, IA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Counselor • Team Member • Volunteer • Advisor • Non-Profit • Finance and Accounting Specialist • Financial Analyst • Accounting Bookkeeper • Bookkeeper • Partner • Chief Executive

Experience & Education

Position:
Financial Consultant at Wells Fargo Home Mortgage
Location:
Des Moines, Iowa Area
Industry:
Financial Services
Work history:
Wells Fargo Home Mortgage - West Des Moines, IowaFinancial Consultantsince Jul 2010Wells Fargo Home Mortgage Financial AnalystJun 2009 - Jul 2010
Full Profile

Nicholas Crnic Des Moines, IA

Professions & Specialties

Financial Services Professional • Financial Consultant • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Health Records Technician • Medical Record Transcriber • Clinical Data Management Professional • Health Information Specialist • Healthcare Support • Medical Transcriptionist • Clerk • File Keeper • Clerical Specialist • Managers • Paralegal • Litigation Support Specialist • Bachelor of Science • Buyer and Seller • Sales Representative • Construction Manager • Property Manager • Real Estate Manager

Experience & Education

Title:
Financial Services Professional
Location:
Des Moines, Iowa Area
Industry:
Financial Services
Work history:
Edward Jones - St Louis, MissouriFinancial AdvisorFeb 2011 - Jan 2012Career Strategies - Hollywood, CAMedical Records Technician/File Clerk (Temporary)May 2009 - Feb 2011
Certifications:
Series 7, 66, FINRA
Full Profile

Ashley Schmid Des Moines, IA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Accounting Bookkeeper • Bookkeeper

Experience & Education

Title:
Student at Drake University
Location:
Des Moines, Iowa Area
Work history:
Focus Financial Network, Inc. Personal Financial Advisor AssistantFeb 2005 - Aug 2010
Full Profile

Jason Parker Des Moines, IA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Operations Manager • Advisor

Experience & Education

Position:
Financial Advisor at BancWest Investment Services
Title:
Financial Advisor & Retirement Income Specialist
Location:
Des Moines, Iowa Area
Industry:
Investment Management
Work history:
BancWest Investment Services Financial Advisorsince Apr 2007Brenton Bank/Wells Fargo Investments Financial AdvisorOct 1998 - Apr 2007
Full Profile

Dave Dykstra Des Moines, IA

Professions & Specialties

Financial Planner • Financial Consultant • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Supplier • Services Professional • Sales and Service Specialist • Sales Agent • Sales Representative • School Administrator • Educational Manager • Chief Executive • Managers • Team Member

Experience & Education

Position:
Financial Advisor at ICA Wealth Advisors
Title:
Financial Planner
Location:
Des Moines, Iowa Area
Industry:
Financial Services
Work history:
ICA Wealth Advisors - West Des Moines, IAFinancial Advisorsince Jan 2011Principal Financial Group Financial Services RepAug 2002 - Jan 2011
Skills:
Retirement Planning, Investments, 401k, Employee Benefits, Personal Finance, Financial Planning,...
Certifications:
Certified Employee Benefit Specialist, International Foundation of Employee Benefit Plans and the Warton School of the University of Pennsylvania
Series 7 and 66, FINRA
Full Profile

Nick Crnic Des Moines, IA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Representative • Managers • Litigation Support Specialist • Bachelor of Science • Sales Executive • Sales Manager

Experience & Education

Work

Company:
Edward jones - St. Louis, MO
Financial advisor
Company:
Met life annuities - West Des Moines, IA
Annuities representative (temporary)

Skills

Series 7 & 66, Health & Life Insurance and Property & Casualty
Full Profile

Eric Boatwright Des Moines, IA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Partner • Vice President • Chief Executive • School Principal • School Administrator • Educational Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Corporate Executive • Non-Profit • Advisor • Sales Representative • Real Estate Manager

Experience & Education

Position:
Internal Sales Partner - Investment Only/RIA at Principal Funds
Title:
Internal Sales Partner - RIA
Location:
Des Moines, Iowa Area
Industry:
Financial Services
Work history:
Principal Funds - Des Moines, Iowa AreaInternal Sales Partner - Investment Only/RIAsince Jan 2012Charles Schwab - Des Moines, Iowa AreaVP - Financial ConsultantAug 2008 - Jan 2012
Skills:
Series 7, 401k, Mutual Funds, Retirement Planning, Investments, Strategic Financial Planning,...
Full Profile

Jamie Collins Des Moines, IA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Wellness and Fitness

Experience & Education

Position:
FINANCIAL COUNSELOR at Iowa Health System
Location:
Des Moines, Iowa Area
Industry:
Health, Wellness and Fitness
Work history:
Iowa Health System FINANCIAL COUNSELOR
Full Profile

Nicholas Michaud Des Moines, IA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Sales Manager

Experience & Education

Work

Company:
Massmutual financial group
Financial advisor internship
Company:
Kingland systems corporation
Internship

Skills

Iowa Life, Accident & Health Insurance Licensed, Financial Advising, Problem Solving and...
Full Profile

Amanda Hering Des Moines, IA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Position:
Financial advisor at iowa state university
Location:
Des Moines, Iowa Area
Industry:
Accounting
Work history:
Iowa state university Financial advisor
Full Profile

Jerry Schwaller Des Moines, IA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Puchasing and Estimating Manager • Certified Nurse Aide • Nurse • Nurse Practitioner • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Representative • Financial Manager

Experience & Education

Position:
Financial Advisor at Northwestern Mutual Financial Network
Location:
Des Moines, Iowa Area
Industry:
Financial Services
Work history:
Northwestern Mutual Financial Network Financial Advisorsince Jan 2005Northwestern Mutual Financial Network Financial RepresentativeJan 2000 - Dec 2004
Skills:
To learn about my specialites, visit my web site at www, jerryschwaller, nmfn, com
Full Profile

Randy Bruns Des Moines, IA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Puchasing and Estimating Manager • School Principal • School Administrator • Educational Manager • Supervisor • Managers • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Manager

Experience & Education

Position:
Principal Trade Supervisor at ING Financial Partners
Location:
Des Moines, Iowa Area
Industry:
Financial Services
Work history:
ING Financial Partners - Des Moines, Iowa AreaPrincipal Trade Supervisorsince Dec 2012CUNA Brokerage Services Inc. Financial AdvisorAug 2009 - Dec 2012
Skills:
Coaching, Life Insurance, Disability Insurance, Insurance
Full Profile

Mercy Issa Des Moines, IA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Position:
Financial Counselor at Iowa Health System
Location:
Des Moines, Iowa Area
Industry:
Consumer Services
Work history:
Iowa Health System Financial Counselor
Full Profile

Cheryl Blythe Des Moines, IA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Position:
Financial Consultant at Wells Fargo Home Mortgage
Location:
Des Moines, Iowa Area
Industry:
Banking
Work history:
Wells Fargo Home Mortgage Financial Consultant
Full Profile

Craig Millhollin Des Moines, IA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Position:
Financial Advisor at RBC Dominion Securities
Location:
Des Moines, Iowa Area
Industry:
Investment Management
Work history:
RBC Dominion Securities Financial Advisor
Full Profile

Brian Herbel Des Moines, IA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Position:
Financial Advisor at Edward Jones
Location:
Des Moines, Iowa Area
Industry:
Investment Management
Work history:
Edward Jones Financial Advisor
Full Profile

James Mccann Des Moines, IA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Position:
Financial advisor at Wellmark
Location:
Des Moines, Iowa Area
Industry:
Banking
Work history:
Wellmark Financial advisor
Full Profile

Robert Campbell Des Moines, IA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Insurance agent

Experience & Education

Work

Company:
Medicare supplemnents, life insurance
Independent insurance agent
Company:
Modern woodmen of america fraternal financial
Financial advisor full time
Full Profile

Barbara Parks Des Moines, IA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Position:
Financial Advisor & Insurance Agent at New York Life Insurance
Location:
Des Moines, Iowa Area
Industry:
Insurance
Work history:
New York Life Insurance Financial Advisor & Insurance Agent
Full Profile

Matthew Meline Des Moines, IA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Title:
Financial Consultant at Wells Fargo Investments
Location:
Des Moines, Iowa Area
Industry:
Investment Management
Full Profile

Jay Sohn Des Moines, IA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Board Member • Management Team Executive • Operations Manager • Non-Profit • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Financial Advisor at Edward Jones
Title:
Financial Advisor
Location:
Des Moines, Iowa Area
Industry:
Investment Management
Work history:
Edward Jones - West Des Moines, IAFinancial Advisorsince Jun 2007Children & Family Urban Ministries (CFUM) - Des MoinesBoard of Directors CFUMJun 2009 - Dec 2010
Certifications:
CPCU- Chartered Property Casualty Underwriter, Series 7, Series 66, State of Iowa Insurance License
Full Profile

Marin Felz Des Moines, IA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Assistant Vice President • Vice President • Chief Executive • Marketing Manager • Branch Manager • Field Marketing Specialist • Marketing Administrator • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Financial Advisor - Study Phase at Edward Jones
Location:
Des Moines, Iowa Area
Industry:
Financial Services
Work history:
Chisholm Trail Farm Credit Assistant Vice President / Branch ManagerJun 2002 - Mar 2006
Skills:
Large acreage financing, credit analysis, customer relationships
Full Profile

Cynthia Nunn Des Moines, IA

Professions & Specialties

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

Experience & Education

Position:
Investment Counselor at Principal Financial, Financial Counselor at Principal Financial Group
Title:
Investment Counselor at Principal Financial
Location:
Des Moines, Iowa Area
Industry:
Financial Services
Work history:
Principal Financial Investment Counselorsince May 2005Principal Financial Group Financial Counselorsince 2005
Skills:
FINRA Series 6, FINRA, Insurance, Annuities, Retirement Planning, Retirement, Mutual Funds,...
Full Profile

S. Fletcher Des Moines, IA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Title:
FINANCIAL ADVISOR at ING FINANCIAL PARTNERS
Location:
Des Moines, Iowa Area
Industry:
Investment Management
Full Profile

Nate Ong Des Moines, IA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Title:
Financial Advisor at Mass Mutual
Location:
Des Moines, Iowa Area
Industry:
Insurance
Full Profile

Jeff Byrn Des Moines, IA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Director • Operations Manager • Security • Certified Nurse Aide • Nurse • Nurse Practitioner • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Financial Advisor and Recruiting Field Director at Northwestern Mutual Financial Network
Title:
Financial Advisor and Recruiting Field Director at Northwestern Mutual
Location:
Des Moines, Iowa Area
Industry:
Financial Services
Work history:
Northwestern Mutual Financial Network Financial Advisor and Recruiting Field Directorsince 2005
Full Profile

Michael Greth Des Moines, IA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Vice President • Chief Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
First Vice President - Investment Officer at Wells Fargo Advisors, LLC
Location:
Des Moines, Iowa Area
Industry:
Financial Services
Work history:
Wells Fargo Advisors, LLC First Vice President - Investment Officersince Dec 2003
Mike is a registered full-service Financial Advisor based in West Des Moines
Full Profile

Christine Korte Des Moines, IA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Puchasing and Estimating Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Master of Business Administration • Bachelor of Science • Business Administrator • Tour Guide • Board Member • Financial Manager • Financial Officer • Operations Manager • Management Team Executive • Vocalist • Singer

Experience & Education

Position:
Financial Advisor at Ameriprise Financial
Location:
Des Moines, Iowa Area
Industry:
Financial Services
Work history:
Ameriprise Financial Financial Advisor
Skills:
Personal financial planning for retirement, estate planning strategies, tax management stategies,...
Full Profile

Jeff Boes Des Moines, IA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Chief Executive Officer • Corporate Executive • Chief Executive • Advisor • Certified Nurse Aide • Nurse • Nurse Practitioner • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Financial Advisor at Northwestern Mutual
Title:
Managing Director/Financial Advisor at Northwestern Mutual
Location:
Des Moines, Iowa Area
Industry:
Financial Services
Work history:
Northwestern Mutual Financial Advisorsince Jun 1982
Full Profile

Mary Draayer Des Moines, IA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Relationship Manager • Account Service Manager • Client Service Officer • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Customer Service • Independent Business Owners • Wellness and Fitness • School Administrator • Educational Manager • Management Team Executive • Operations Manager • Contractor • Property Manager • Real Estate Manager

Experience & Education

Position:
Relationship Manager at Job Searching, Financial Advisor Relationship Manager at CAPTRUST
Title:
Financial Advisor Relationship Manager - CAPTRUST
Location:
Des Moines, Iowa Area
Industry:
Financial Services
Work history:
Job Searching - des moines area, iowaRelationship Managersince Jul 2013CAPTRUST - Clarkston MIFinancial Advisor Relationship Managersince Mar 2013
Languages:
Italian
Full Profile

Alex Clark Des Moines, IA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Agent • Sales Representative • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Financial Advisor at New York Life Insurance Company
Title:
Agent at New York Life Insurance Company
Location:
Des Moines, Iowa Area
Industry:
Financial Services
Work history:
New York Life Insurance Company Financial Advisorsince Dec 2010Modern Woodmen of America AgentSep 2008 - Nov 2010
Skills:
Fixed Annuities, Life Insurance, Retirement Planning, Disability Insurance, Insurance, Term Life...
Full Profile

Daniel Allen Des Moines, IA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • School Administrator • Educational Manager • Chief Executive

Experience & Education

Position:
Financial Advisor at VALIC
Location:
Des Moines, Iowa Area
Industry:
Financial Services
Work history:
VALIC Financial Advisorsince Jul 2010Principal Financial Group Financial AdvisorOct 2008 - Jul 2010
Skills:
Wealth Management, Investments, Strategic Financial Planning, Life Insurance, 401k Rollovers, 457...
Full Profile

Steve Conard Des Moines, IA

Professions & Specialties

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

Experience & Education

Position:
CERTIFIED FINANCIAL PLANNER (TM) at Compass Financial Services
Title:
Certifed Financial Planner at Compass Financial Services
Location:
Des Moines, Iowa Area
Industry:
Financial Services
Work history:
Compass Financial Services CERTIFIED FINANCIAL PLANNER (TM)since Jul 2004Edward Jones Financial AdvisorMar 2001 - Jul 2004
Full Profile

Gary Kamrath Des Moines, IA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Certified Nurse Aide • Nurse • Nurse Practitioner • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Financial Advisor at Northwestern Mutual Financial Network
Location:
Des Moines, Iowa Area
Industry:
Financial Services
Work history:
Northwestern Mutual Financial Network Financial Advisorsince 1979
Full Profile

Cindy Helgason Des Moines, IA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Trader • Capital Markets Professional • Owner • Chief Executive • Consumer Goods Professional • Commodities Clerk

Experience & Education

Position:
Financial Counselor at Mid-Iowa Small Business Development Center, Owner at Soapourri Natural Bath...
Title:
Owner at Soapourri Natural Bath & Body
Location:
Des Moines, Iowa Area
Industry:
Consumer Goods
Work history:
Mid-Iowa Small Business Development Center Financial Counselorsince Mar 2010Soapourri Natural Bath & Body, LLC Ownersince 1999
Full Profile

Jennifer Main Des Moines, IA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Counselor • Advisor • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Wellness and Fitness • Chief Executive • Operations Manager • Property Manager • Real Estate Manager

Experience & Education

Position:
Dedicated Life Consultant at Prudential Financial
Title:
Dedicated Life Consultant
Location:
Des Moines, Iowa Area
Industry:
Financial Services
Work history:
Prudential Financial - Des Moines, Iowa AreaDedicated Life Consultantsince Feb 2013Financial Resource Network Financial AdvisorJun 2010 - Nov 2011
Full Profile

Lew Vasey Des Moines, IA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Owner • Chief Executive • Representative

Experience & Education

Position:
Owner at Vasey Financial Services
Location:
Des Moines, Iowa Area
Industry:
Financial Services
Work history:
Vasey Financial Services Ownersince Feb 2010John Hancock Life Insurance Company (U.S.A.) Financial AdvisorSep 1996 - Feb 2010
Full Profile

Mitch Clefisch Des Moines, IA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Office Administrator • Operations Manager • Office Assistant • Leader • Investor • Office Clerk • Clerical Specialist • Managers • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Branch Office Assistant at Edward Jones
Title:
Branch Office Administrator - Edward Jones
Location:
Des Moines, Iowa Area
Industry:
Financial Services
Work history:
Edward Jones Branch Office Assistantsince Apr 2011Edward Jones Financial AdvisorDec 2010 - Mar 2011
Certifications:
Series 7, FINRA
Series 66, FINRA
Full Profile

Chase Griffin Des Moines, IA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Life Insurance Agent • Actuarial Analyst • Actuarial Associate • Insurance Actuary • Statistician • School Principal • School Administrator • Educational Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Supporting Member • Team Member

Experience & Education

Position:
Financial Services Representative at Principal Financial Group
Title:
Financial Advisor & Life Insurance Agent
Location:
Des Moines, Iowa Area
Industry:
Financial Services
Work history:
Principal Financial Group Financial Services Representativesince Jun 2010Bening Financial Org. Jr. Associate2008 - 2010
Certifications:
Life and Health Licenses, Series 6 License, Series 63 License
Full Profile

Brandon Bundt Des Moines, IA

Professions & Specialties

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

Experience & Education

Position:
Internal Wholesaler at Principal Financial Group
Location:
Des Moines, Iowa Area
Industry:
Financial Services
Work history:
Principal Financial Group Internal WholesalerAmeriprise Financial Financial Advisor2005 - 2007
Full Profile


Financial Consultants near Des Moines, IA01836547290West Des MoinesAnkenyIndianolaWaukee