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Distance Only Sartell, MN
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COMPENSATION Either
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DESIGNATIONS
- CFA = Chartered Financial Analyst
- CFP = Certified Financial Planner
- ChFC = Chartered Financial Consultant
- CIMA = Certified Investment Management Analyst
- CDFA = Certified Divorce Financial Analyst
- CPA = Certified Public Accountant
- PFS = Personal Financial Specialist
- CFP
- CFA
- ChFC
- CDFA
- CPA
- CIMA
- PFS
Jacqueline Ampe (CRD# 1950076) is an Investment Advisor Representative working at Wealth Enhancement Advisory Services, LLC in Sartell, MN and has over 20 years of experience in the finance industry. Jacqueline Ampe has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Matthew Boenish (CRD# 5110267) is an Investment Advisor Representative working at Edward Jones in Sartell, MN and has over 18 years of experience in the finance industry.
Nathan Bosek (CRD# 5877081) is an Investment Advisor Representative working at Farther in Sartell, MN and has over 13 years of experience in the finance industry. Nathan Bosek has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Christopher Chapman (CRD# 5347795) is an Investment Advisor Representative working at Prospera Financial Services, Inc. in Sartell, MN and has over 16 years of experience in the finance industry.
Danny Chapman (CRD# 1171703) is an Investment Advisor Representative working at Prospera Financial Services, Inc. in Sartell, MN and has over 40 years of experience in the finance industry.
Marshall Grams (CRD# 6973817) is an Investment Advisor Representative working at Dakota Wealth, LLC in Sartell, MN and has over 5 years of experience in the finance industry. Marshall Grams has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Jaclyn Gwost (CRD# 6622743) is an Investment Advisor Representative working at Edward Jones in Sartell, MN and has over 8 years of experience in the finance industry.
Nicholas Kvamme (CRD# 4663263) is an Investment Advisor Representative working at Wealth Enhancement Advisory Services, LLC in Sartell, MN and has over 18 years of experience in the finance industry. Nicholas Kvamme has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Brian Lutzke (CRD# 6849279) is an Investment Advisor Representative working at Edward Jones in Sartell, MN and has over 6 years of experience in the finance industry.
Rowan McDonnell (CRD# 3033564) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Sartell, MN and has over 25 years of experience in the finance industry.