Our Qualifications

James C. Norris

  • CERTIFIED FINANCIAL PLANNER TM
  • Investment Adviser Representative
  • Registered Principal - ING Financial Partners, Inc.
  • Securities registrations: Series 6, 7, 63, 24, 26
  • Life, Health & Disability Insurance Licensed
  • College for Financial Planning, CFP
  • BA in Education, Buena Vista University
  • Associates Degree in Business Administration, American Institute of Business
  • Red Oak Community High School graduate

Daniel S. Miller

  • CERTIFIED FINANCIAL PLANNER TM
  • Investment Advisor Representative
  • Life, Health & Disability Insurance Licensed
  • College for Financial Planning, CFP
  • Graduate of the Missouri School of Banking
  • BS from Kansas State University
  • Securities registrations: Series 6, 7, 63, 65
  • Nodaway-Holt R7 High School graduate

Donna Carlson

  • CERTIFIED FINANCIAL PLANNER TM
  • Investment Adviser Representative
  • Securities registrations:  Series 7, 63
  • Life, Health & Disability Insurance Licensed
  • College for Financial Planning, CFP