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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
Kimberly Clausen (CRD# 6244558) is an Investment Advisor Representative working at Edward Jones in Winona, MN and has over 9 years of experience in the finance industry.
Miranda Dearborn (CRD# 7404751) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Holmen, WI and has 1 year of experience in the finance industry.
Kevin Ewert (CRD# 4500304) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Winona, MN and has over 22 years of experience in the finance industry.
Jacob Follansbee (CRD# 7740011) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Holmen, WI and has 1 year of experience in the finance industry.
Aleah Harvey (CRD# 7491233) is an Investment Advisor Representative working at Edward Jones in Winona, MN and has over 2 years of experience in the finance industry.
Bryan Helgeson (CRD# 6382771) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Holmen, WI and has over 9 years of experience in the finance industry.
Cody Hougom (CRD# 7145741) is an Investment Advisor Representative working at Edward Jones in Holmen, WI and has over 4 years of experience in the finance industry.
Tyler Loeffelholz (CRD# 7510111) is an Investment Advisor Representative working at Principal Securities, Inc. in Holmen, WI and has 1 year of experience in the finance industry.
Theresa McNally (CRD# 7529250) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Winona, MN and has 1 year of experience in the finance industry.
Christopher Perkins (CRD# 7094383) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Winona, MN and has over 4 years of experience in the finance industry.