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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
Atesha Barnes Nelson (CRD# 5487548) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Baxter, MN and has over 15 years of experience in the finance industry.
Jason Bertram (CRD# 3257243) is an Investment Advisor Representative working at Northwestern Mutual Investment Services,llc in Baxter, MN and has over 24 years of experience in the finance industry.
Valerie Black (CRD# 4856557) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Baxter, MN and has over 17 years of experience in the finance industry.
Drew Boland (CRD# 5420516) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Baxter, MN and has over 16 years of experience in the finance industry.
Eric Davidge (CRD# 2117519) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Baxter, MN and has over 31 years of experience in the finance industry. Eric Davidge 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.
Brent Fassett (CRD# 5698669) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Baxter, MN and has over 14 years of experience in the finance industry.
Daniel Fundingsland (CRD# 4982641) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Baxter, MN and has over 18 years of experience in the finance industry. Daniel Fundingsland 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.
Lora Graumann (CRD# 3186010) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Baxter, MN and has over 23 years of experience in the finance industry.
Terry Gries (CRD# 5571152) is an Investment Advisor Representative working at Lpl Financial LLC in Crosslake, MN and has over 15 years of experience in the finance industry.
Wesley Hoppe (CRD# 4814198) is an Investment Advisor Representative working at Triton Wealth in Aitkin, MN and has over 15 years of experience in the finance industry.