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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
Andi Long (CRD# 7728427) is an Investment Advisor Representative working at Pitzl Financial in Arden Hills, MN and has 1 year of experience in the finance industry. Andi Long 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.
Carrie Masure (CRD# 7090544) is an Investment Advisor Representative working at Gradient Advisors, LLC in Arden Hills, MN and has over 2 years of experience in the finance industry.
Travis Maxon (CRD# 7521128) is an Investment Advisor Representative working at Gradient Advisors, LLC in Arden Hills, MN and has over 2 years of experience in the finance industry.
Aidan McNally (CRD# 7127733) is an Investment Advisor Representative working at Gradient Wealth Management in Arden Hills, MN and has over 2 years of experience in the finance industry.
Kevin Mix (CRD# 2723159) is an Investment Advisor Representative working at Gradient Wealth Management in Arden Hills, MN and has over 28 years of experience in the finance industry.
Jocelyn Muehlbauer (CRD# 7786727) is an Investment Advisor Representative working at Gradient Advisors, LLC in Arden Hills, MN and has 1 year of experience in the finance industry.
Michael Potter (CRD# 7335024) is an Investment Advisor Representative working at Gradient Wealth Management in Arden Hills, MN and has over 2 years of experience in the finance industry.
Robert Punch (CRD# 6035814) is an Investment Advisor Representative working at Gradient Investments, LLC in Arden Hills, MN and has over 12 years of experience in the finance industry.
Scott Robichaud (CRD# 4686129) is an Investment Advisor Representative working at Lpl Financial LLC in Maple Grove, MN and has over 8 years of experience in the finance industry.
Tristan Ruml (CRD# 7841597) is an Investment Advisor Representative working at Gradient Advisors, LLC in Indianapolis, IN and has 1 year of experience in the finance industry.