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Distance Metro area (25 miles)
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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
Eaton Miller (CRD# 4753757) is an Investment Advisor Representative working at Planwell Financial Guidance, LLC in Blooming Prairie, MN and has over 19 years of experience in the finance industry. Eaton Miller 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.
Heather Nelson (CRD# 6153317) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Austin, MN and has over 10 years of experience in the finance industry.
Sheryl Nelson (CRD# 2084316) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Brownsdale, MN and has over 25 years of experience in the finance industry.
Oren Roeker (CRD# 1340523) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Wells, MN and has over 39 years of experience in the finance industry.
Brandon Sahr (CRD# 6713415) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Wells, MN and has over 7 years of experience in the finance industry.
Mark Schmitz (CRD# 3027873) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Wells, MN and has over 25 years of experience in the finance industry.
James Surdy (CRD# 5766362) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Austin, MN and has over 13 years of experience in the finance industry.
Joel Twedt (CRD# 1995644) is an Investment Advisor Representative working at Intellicents Investment Solutions Inc. in Lake Mills, IA and has over 34 years of experience in the finance industry.
Matthew Twedt (CRD# 5357620) is an Investment Advisor Representative working at Intellicents Investment Solutions Inc. in Lake Mills, IA and has over 16 years of experience in the finance industry. Matthew Twedt 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 Wangen (CRD# 6435811) is an Investment Advisor Representative working at Edward Jones in Austin, MN and has over 7 years of experience in the finance industry.