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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
Lynn Kermes (CRD# 5146636) is an Investment Advisor Representative working at Intellicents Investment Solutions Inc. in Albert Lea, MN and has over 17 years of experience in the finance industry.
David Klatt (CRD# 2237108) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Albert Lea, MN and has over 31 years of experience in the finance industry.
Szablis Klee (CRD# 4146503) is an Investment Advisor Representative working at United Planners' Financial Services Of America A Limited Partner in Rochester, MN and has over 23 years of experience in the finance industry.
Troy Knutson (CRD# 6108159) is an Investment Advisor Representative working at Edward Jones in Stewartville, MN and has over 11 years of experience in the finance industry.
Lyle Krall (CRD# 1020507) is an Investment Advisor Representative working at Northwestern Mutual Investment Services,llc in Rochester, MN and has over 35 years of experience in the finance industry.
David Kramer (CRD# 5770284) is an Investment Advisor Representative working at Edward Jones in Albert Lea, MN and has over 13 years of experience in the finance industry.
Melissa Leonard (CRD# 6575251) is an Investment Advisor Representative working at U.s. Bancorp Investments, Inc. in Rochester, MN and has over 8 years of experience in the finance industry.
Martha Macken Elliott (CRD# 4280808) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Rochester, MN and has over 23 years of experience in the finance industry.
Patrick Mastin (CRD# 1942219) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Rochester, MN and has over 35 years of experience in the finance industry.
Samuel Matheson (CRD# 6403147) is an Investment Advisor Representative working at Intellicents Investment Solutions Inc. in Albert Lea, MN and has over 9 years of experience in the finance industry. Samuel Matheson 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.