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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
William Ferrie (CRD# 1555501) is an Investment Advisor Representative working at Primerica Advisors in Rochester, MN and has over 37 years of experience in the finance industry.
Janet Flack (CRD# 1187748) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Rochester, MN and has over 37 years of experience in the finance industry.
Richard Flack (CRD# 1244315) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Rochester, MN and has over 40 years of experience in the finance industry.
Dean Fox (CRD# 4565807) is an Investment Advisor Representative working at Northwestern Mutual Investment Services,llc in Rochester, MN and has over 20 years of experience in the finance industry.
Heather Fredrickson (CRD# 3229170) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Rochester, MN and has over 24 years of experience in the finance industry.
Elizabeth Fugenschuh (CRD# 5464577) is an Investment Advisor Representative working at Intellicents Investment Solutions Inc. in Albert Lea, MN and has over 14 years of experience in the finance industry. Elizabeth Fugenschuh 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.
Eric Funk (CRD# 4543516) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Rochester, MN and has over 21 years of experience in the finance industry.
James Galkowski (CRD# 1966846) is an Investment Advisor Representative working at Robert W. Baird & Company Incorporated in Rochester, MN and has over 34 years of experience in the finance industry. James Galkowski 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.
Lisa Grenell (CRD# 5051949) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Rochester, MN and has over 17 years of experience in the finance industry.
Diane Grube (CRD# 6729005) is an Investment Advisor Representative working at Rbc Capital Markets, LLC in Rochester, MN and has over 5 years of experience in the finance industry.