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Financial Planners in West Des Moines, IA

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6 results found

David Strege West Des Moines, IA

Professions & Specialties

Financial PlannerFinancial Management AnalystFinancial Services ProfessionalFinancial Services Sales AgentPuchasing and Estimating ManagerFinance and Accounting SpecialistAccounting BookkeeperBookkeeperFinancial AnalystManagement Team ExecutiveOperations ManagerFinancial Manager

Experience & Education

Position:
Member at National Association of Personal Financial Advisors, Fee-Only Financial Planner at...
Title:
Fee-Only Financial Planner at Syverson Strege and Company
Location:
West Des Moines, Iowa
Industry:
Financial Services
Work history:
National Association of Personal Financial Advisors Membersince 2000Syverson Strege & Company Fee-Only Financial Plannersince Oct 1997
Skills:
Financial Planning, Small Business, Estate Planning, Retirement Planning, Investments, Asset...

Michele Haun West Des Moines, IA

Professions & Specialties

Financial PlannerFinancial Management AnalystFinancial Services ProfessionalFinancial Services Sales AgentSenior ManagerBoard MemberManagerOperations ManagerManagement Team ExecutiveCorporate ExecutiveChief ExecutiveSupplierServices ProfessionalSales and Service SpecialistSales AgentSales RepresentativeBusiness AnalystInvestorBusiness AdministratorNon-ProfitAnalystAnalystsMaster of Business AdministrationBachelor of ScienceAssociate of ScienceDatabase Administration ProfessionalDatabase Administrator

Experience & Education

Position:
Senior Manager, Financial Planning & Analysis at Contact Solutions
Title:
Senior Manager, Financial Planning & Analysis at Contact Solutions, Inc.
Location:
West Des Moines, Iowa
Industry:
Telecommunications
Work history:
Contact Solutions - Reston, VASenior Manager, Financial Planning & Analysissince Jan 2013Contact Solutions - Reston, VAManager, Financial ReportingApr 2010 - Dec 2012
Skills:
Forecasting, Analysis, Financial Analysis, Strategic Financial Planning, Executive Reporting,...

Justin Daley West Des Moines, IA

Professions & Specialties

Financial Services ProfessionalFinancial Services Sales AgentBranch ManagerField Marketing SpecialistMarketing AdministratorFinance and Accounting SpecialistAccounting BookkeeperBookkeeperArea Sales ManagerRegional Sales ConsultantSales RepresentativeMarketing Manager

Experience & Education

Position:
Branch Manager at Ameriprise Financial Services, Inc.
Title:
Branch Manager
Location:
West Des Moines, Iowa
Industry:
Financial Services
Work history:
Ameriprise Financial Services, Inc. Branch Managersince Aug 2011Ameriprise Financial Services, Inc. Regional Sales ManagerDec 2009 - Aug 2011
Financial Planner at Ameriprise Financial

Michael Herting West Des Moines, IA

Professions & Specialties

BankerFinancial Services ProfessionalFinancial Services Sales AgentFinancial Management AnalystPartnerChief ExecutiveCounselorAdvisorOperations ManagerManagersPersonnel SpecialistRecruitmentClient Service OfficerCustomer Service

Experience & Education

Work

Company:
Wells fargo home mortgage
Private mortgage banker
Company:
Wells fargo home mortgage - West Des Moines, IA
Retail home mortgage consultant

Richard Blaskovich West Des Moines, IA

Professions & Specialties

Financial Management AnalystFinancial Services ProfessionalFinancial Services Sales AgentOwnerChief ExecutiveTechnicianTechnical SpecialistTechnical Support SpecialistsBachelor of Science

Experience & Education

Work

Company:
Signature cleaning services
Owner
Company:
Iowa computer repair
Internship

Derek Lawson Kansas City, MO

Professions & Specialties

Financial PlannerFinancial Management AnalystFinancial Services ProfessionalFinancial Services Sales AgentDirector of Quality ControlPartnerChairpersonTreasurerCompliance ManagerChief ExecutiveFinancial OfficerFinancial ManagerFinance and Accounting SpecialistAccounting BookkeeperBookkeeperAdvisorHead CoachSports Game CoachCorporate ExecutiveOperations ManagerTour GuideSales RepresentativeStudent Worker

Experience & Education

Position:
Financial Planning Assistant at Sonas Financial Group, Inc.
Title:
Assistant Financial Planner at Sonas Financial Group, Inc.
Location:
Kansas City, Missouri
Industry:
Financial Services
Work history:
Sonas Financial Group, Inc. - Kansas City, Missouri AreaFinancial Planning Assistantsince Apr 2012University of Iowa Men's Ice Hockey Advisor to the Board Members & Coaching StaffJul 2011 - Jun 2013
Skills:
Business Planning, Budget Development & Analysis, Scheduling, Accounting, Retirement Planning,...


Financial Planners near West Des Moines, IA0918273645Des MoinesIndianolaAnkeny



Financial Planners around West Des Moines, IA

Ankeny  (1)
Des Moines  (44)
Indianola  (2)

Financial Planners in Iowa

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