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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
David Swenson (CRD# 1827330) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Owatonna, MN and has over 36 years of experience in the finance industry.
Andrew Tiarks (CRD# 6559126) is an Investment Advisor Representative working at Spc in Pine Island, MN and has over 8 years of experience in the finance industry.
Nathan Tiarks (CRD# 4130957) is an Investment Advisor Representative working at Spc in Pine Island, MN and has over 24 years of experience in the finance industry.
Dean Velzke (CRD# 2442656) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Owatonna, MN and has over 30 years of experience in the finance industry.
Kevin Walter (CRD# 4171200) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Waseca, MN and has over 24 years of experience in the finance industry.
William Walter (CRD# 732473) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Waseca, MN and has over 42 years of experience in the finance industry.
Jaclyn Wangen (CRD# 6435811) is an Investment Advisor Representative working at Edward Jones in Austin, MN and has over 8 years of experience in the finance industry.
Brandon Wayne (CRD# 4414028) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Owatonna, MN and has over 22 years of experience in the finance industry.
Christina Wetmore (CRD# 4173019) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Owatonna, MN and has over 23 years of experience in the finance industry.
Jason Willner (CRD# 5156058) is an Investment Advisor Representative working at Lpl Financial LLC in Albert Lea, MN and has over 17 years of experience in the finance industry. Jason Willner 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.