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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
Kevin Smith (CRD# 5766480) is an Investment Advisor Representative working at Gradient Advisors, LLC in Arden Hills, MN and has over 13 years of experience in the finance industry.
Mark Sobiech (CRD# 4734174) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Arden Hills, MN and has over 20 years of experience in the finance industry. Mark Sobiech 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.
Thomas Starkey (CRD# 5089584) is an Investment Advisor Representative working at Equitable Advisors, LLC in Arden Hills, MN and has over 18 years of experience in the finance industry.
Ryan Steele (CRD# 5605706) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Arden Hills, MN and has over 13 years of experience in the finance industry. Ryan Steele 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.
Maclay Swanson (CRD# 3183953) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Arden Hills, MN and has over 25 years of experience in the finance industry. Maclay Swanson 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.
David Tauzin (CRD# 3209710) is an Investment Advisor Representative working at Gradient Advisors, LLC in Arden Hills, MN and has over 19 years of experience in the finance industry.
Roger Tennyson (CRD# 4980812) is an Investment Advisor Representative working at Gradient Wealth Management in Arden Hills, MN and has over 18 years of experience in the finance industry. Roger Tennyson 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.
Roxanne Theodoropoulos (CRD# 5469335) is an Investment Advisor Representative working at Gradient Advisors, LLC in Arden Hills, MN and has over 16 years of experience in the finance industry. Roxanne Theodoropoulos 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.
Stephen Ting (CRD# 3091282) is an Investment Advisor Representative working at Gradient Advisors, LLC in Arden Hills, MN and has over 25 years of experience in the finance industry.
David Topor (CRD# 5783544) is an Investment Advisor Representative working at Gradient Advisors, LLC in Arden Hills, MN and has over 14 years of experience in the finance industry.