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Advisors near 52310
Out of 400,000+ nationwide
Brian G
Series 66
Monticello, IA
Cambridge Investment Research Advisors
Brian Gogel is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and 24 years of industry experience. He has worked with Cambridge Investment Research Advisors since 2018 and has been affiliated with Citizens State Bank since 2001. Outside of his advisory role, he is involved in agricultural business as a partner in Gogel Brothers Farms and serves as treasurer for both the Monticello School Foundation and the Monticello Youth Baseball Softball Association. Cambridge Investment Research Advisors serves a diverse client base including individual investors, retirement plans, and charitable organizations through a network of independent financial professionals. The firm offers financial planning, portfolio management, and retirement plan advisory services, utilizing various account platforms and third-party strategists to deliver customized investment solutions.
Nolan V
Series 63
Cascade, IA
LPL Financial
Nolan Vosler Jr. is a financial advisor with LPL Financial, holding a Series 63 designation and over 37 years of industry experience. He has been affiliated with LPL Financial since 1992 and manages the investment program for First Central State Bank. Vosler is also involved with the DeWitt Noon Lions and serves as a major donor to DeWitt Community Hospital. LPL Financial provides advisory and brokerage services to a diverse client base including individuals, retirement plan sponsors, banks, institutions, and charities. The firm supports its advisors with in-house research and a variety of investment models and strategies, offering flexible solutions that range from financial planning to third-party asset management.
Brad L
Series 63, Series 66
Cascade, IA
Edward Jones
Kent S
Series 66
Anamosa, IA
Edward Jones
Craig T
Series 63, Series 66
Monticello, IA
Edward Jones
Amy C
CFP®, Series 63
Cascade, IA
LPL Financial
Amy Cooper is a CFP® professional with 30 years of experience in the financial services industry. She has been with LPL Financial since 2001. Prior to joining LPL, she owned and operated Cooper Financial Services, Inc., a non-variable insurance agency. LPL Financial provides advisory and brokerage services to a diverse client base including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a broad range of investment solutions supported by an in-house research team and a large network of investment adviser representatives.
Michael O
Series 63, Series 65
Cascade, IA
Empower Advisory Group
Marc K
Series 63, Series 66
Monticello, IA
Thrivent Investment Management
Allison K
Series 66
Cascade, IA
Edward Jones
Brock H
Series 66
Anamosa, IA
Edward Jones
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Advisors near 52310
Out of 400,000+ nationwide