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5 advisors near
50659
within the area shown on the map
Out of 400,000+ nationwide
Jolene H
Series 63, Series 66
Nashua, IA
Transamerica Financial Advisors
Jolene Henn is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 66 designations and bringing 39 years of industry experience. She previously worked for Cuna Brokerage Services Inc and Cuna Mutual Group for 26 years. In addition to her advisory role, she may perform home office functions for other business units within Transamerica Financial Advisors. Transamerica Financial Advisors provides investment advisory, brokerage, and retirement-plan services to a diverse client base, including individual investors, employer-sponsored plans, and charitable organizations. The firm delivers services through a large advisor network and multiple program platforms, employing model portfolios and third-party managers for portfolio management.
Clint W
Series 66
New Hampton, IA
Edward Jones
Clint Whitcome is a financial advisor with Edward Jones in New Hampton, IA, holding a Series 66 designation and 14 years of industry experience. He has been with Edward Jones since 2011. Outside of his advisory role, Whitcome is involved in agriculture as a farmer with Whitcome Farms. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment strategies. The firm manages approximately $1.01 trillion in assets through a large network of advisors and branch offices nationwide.
Tyler M
Series 66
New Hampton, IA
Edward Jones
Tyler Metcalf is a financial advisor at Edward Jones with three years of industry experience. Prior to joining Edward Jones, he worked for five years at Farmers State Bank and spent one year at KWWL-TV. He also has four years of experience associated with Wartburg College. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering both discretionary and non-discretionary investment strategies and supporting approximately $1.01 trillion in assets under management through a nationwide network of financial advisors and branch offices.
Matthew M
Series 66
New Hampton, IA
Edward Jones
Matthew Mummelthei is a Series 66-registered financial advisor with Edward Jones in New Hampton, Iowa. He has 10 years of industry experience, all with Edward Jones since 2016. Outside of his advisory work, he is involved in multifamily investment properties through REM Capital. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory services and maintains a large nationwide network of financial advisors and branch offices.
Angelina D
Series 63, Series 65
Nashua, IA
Cambridge Investment Research Advisors
Angelina Dietz is a financial advisor at Cambridge Investment Research Advisors with 26 years of industry experience. She holds the Series 63 and Series 65 licenses and has previously worked at FBL Financial Group, TIAA, and Cetera Investment Advisers. Dietz serves as president of the Nashua Women of Today and the Gateway to Northeast Iowa Welcome Center, and she is involved in local nonprofit leadership including US Founders Charities and St. John Lutheran Church. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, pension plans, and charitable organizations. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals using a range of strategies and platform options.
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Finding advisors...
5 advisors near
50659
within the area shown on the map
Out of 400,000+ nationwide