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Distance Only Anoka, 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
Rebecca Bratulich (CRD# 4849625) is an Investment Advisor Representative working at Edward Jones in Anoka, MN and has over 9 years of experience in the finance industry.
Shane Fields (CRD# 4402543) is an Investment Advisor Representative working at Primerica Advisors in Anoka, MN and has over 22 years of experience in the finance industry.
William Folkes (CRD# 6055433) is an Investment Advisor Representative working at Primerica Advisors in Anoka, MN and has over 11 years of experience in the finance industry.
Jacob Fuller (CRD# 5623308) is an Investment Advisor Representative working at Edward Jones in Anoka, MN and has over 15 years of experience in the finance industry.
Richard Mussell (CRD# 343905) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Anoka, MN and has over 29 years of experience in the finance industry.
Erik Pace (CRD# 4586242) is an Investment Advisor Representative working at Gradient Wealth Management in Anoka, MN and has over 15 years of experience in the finance industry.
James Steffen (CRD# 2342473) is an Investment Advisor Representative working at Trott Brook Financial in Anoka, MN and has over 30 years of experience in the finance industry. James Steffen 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.
Michael Sundsmo (CRD# 5336382) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Anoka, MN and has over 16 years of experience in the finance industry. Michael Sundsmo 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.
Mary Trembley (CRD# 2340474) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Anoka, MN and has over 30 years of experience in the finance industry.
Amanda Goers (CRD# 7727616) is an Investment Advisor Representative working at Edward Jones in Anoka, MN and has 1 year of experience in the finance industry.