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162 advisors near
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Out of 400,000+ nationwide
Lynn S
Series 66
Dubuque, IA
LPL Financial
Lynn Schmitt is a financial advisor with LPL Financial in Dubuque, Iowa, holding a Series 66 designation and three years of industry experience. Prior to joining LPL Financial, she worked at Dupaco Community Credit Union for sixteen years. She also serves as a producer for The Achievement Group (TAG) and Back Nine, a non-variable insurance business. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, and institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting advisors with a range of discretionary and non-discretionary investment strategies.
Nelson R
Series 63, Series 66
Dubuque, IA
Edward Jones
Nelson Rivera is a financial advisor at Edward Jones in Dubuque, Iowa, holding Series 63 and Series 66 licenses with 10 years of industry experience. He has been with Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a variety of advisory programs and investment strategies, operating under a fiduciary standard and maintaining a large retail advisor network and affiliated financial services beyond advisory.
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Finding advisors...
162 advisors near
52068
within the area shown on the map
Out of 400,000+ nationwide