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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
Douglas Johnson (CRD# 2607639) is an Investment Advisor Representative working at Lpl Financial LLC in Winona, MN and has over 28 years of experience in the finance industry.
Steven Jorgenson (CRD# 4600647) is an Investment Advisor Representative working at Fifth Point Advisors LLC in Ettrick, WI and has over 8 years of experience in the finance industry.
Andrew Kieffer (CRD# 6129631) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Winona, MN and has over 11 years of experience in the finance industry.
Michael Linse (CRD# 2227376) is an Investment Advisor Representative working at Principal Securities, Inc. in Mondovi, WI and has over 32 years of experience in the finance industry. Michael Linse 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.
Kevin Mahoney (CRD# 2956854) is an Investment Advisor Representative working at Edward Jones in Winona, MN and has over 26 years of experience in the finance industry.
Steven McDonald (CRD# 4689716) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Winona, MN and has over 20 years of experience in the finance industry.
Ryan Meyer (CRD# 6419689) is an Investment Advisor Representative working at Northwestern Mutual Investment Services,llc in Winona, MN and has over 9 years of experience in the finance industry.
Bradley Mills (CRD# 2126025) is an Investment Advisor Representative working at Lpl Financial LLC in Holmen, WI and has over 33 years of experience in the finance industry.
Eric Moen (CRD# 2865807) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Holmen, WI and has over 26 years of experience in the finance industry. Eric Moen 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.
Joseph Montgomery (CRD# 4695975) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Lewiston, MN and has over 20 years of experience in the finance industry.