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Joana Karl profile image

Joana Karl

Financial Consultant at <span class="not-italic font-text_font lg:text-[18px] text-[16px] font-bold claimed">Cedar Rapids Investment Consulting</span>
Intro Book
Experienced banking professional with retail banking and leadership expertise.
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Location
Cedar Rapids, Iowa, United States, US
Skills
  • Banking
  • Sales
  • Management
  • Credit
  • Retail Banking
  • Show all
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Bio

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Joana Karl is a seasoned banking professional with experience in retail banking, customer service, and leadership. She has worked at Wells Fargo and Cedar Rapids Investment Consulting, offering securities and advisory services. Joana holds a BBA in Finance from Mount Mercy University and is a Certified Plan Fiduciary Advisor (CPFA).

Credentials

  • Certified Plan Fiduciary Advisor (CPFA®)
    National Association of Plan Advisors
    Jul, 2023
    - May, 2026
  • Duolingo French Fluency: Beginner (Estimated)
    Duolingo
    Nov, 2015
    - May, 2026
  • Duolingo French Fluency: Beginner (Estimated)
    Duolingo
    Oct, 2015
    - May, 2026

Experience

  • Cedar Rapids Investment Consulting
    • United States
    • Financial Consultant
      • Nov 2021 - Present
      • United States

      Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA / SIPC). For hyperlinks to FINRA and SIPC, please refer to the &#39;Contact&#39; section. Insurance products are offered through LPL or its licensed affiliates...

  • Wells Fargo
    • Relationship Banker
      • Apr 2021 - Nov 2021

    • Personal Banker 2
      • Jan 2017 - Mar 2021

Education

  • 2010 - 2012
    Mount Mercy University
  • 2002 - 2007
    Kirkwood Community College

Suggested Services

This profile is unclaimed. These are suggested service rates with 0% commision upon successful connection

Industry Focus. “Investment Banking”

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