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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
Joseph Lavine (CRD# 4395503) is an Investment Advisor Representative working at Commonwealth Financial Network in Bagley, MN and has over 10 years of experience in the finance industry.
Matthew Myrick (CRD# 6908597) is an Investment Advisor Representative working at The Fiduciary Alliance in Bagley, MN and has over 5 years of experience in the finance industry. Matthew Myrick 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.
Tabitha Lundstrom (CRD# 6446482) is an Investment Advisor Representative working at The Fiduciary Alliance in Bagley, MN and has 1 year of experience in the finance industry.
David Balmer (CRD# 6546508) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Bemidji, MN and has over 8 years of experience in the finance industry.
Karl Bleser (CRD# 5779833) is an Investment Advisor Representative working at Edward Jones in Bemidji, MN and has over 13 years of experience in the finance industry.
Eileen Bretschneider (CRD# 4499822) is an Investment Advisor Representative working at Edward Jones in Bemidji, MN and has over 22 years of experience in the finance industry.
Craig Cameron (CRD# 6342356) is an Investment Advisor Representative working at Edward Jones in Bemidji, MN and has over 9 years of experience in the finance industry.
Andrew Cloose (CRD# 5282264) is an Investment Advisor Representative working at Commonwealth Financial Network in Bemidji, MN and has over 11 years of experience in the finance industry. Andrew Cloose 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.
Amy Dubray (CRD# 6243351) is an Investment Advisor Representative working at Wells Fargo Advisors in Bemidji, MN and has over 10 years of experience in the finance industry.
Jamison Evans (CRD# 6904736) is an Investment Advisor Representative working at Edward Jones in Bemidji, MN and has over 5 years of experience in the finance industry.