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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
Garret Bartel (CRD# 5998694) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Minnetonka, MN and has over 12 years of experience in the finance industry. Garret Bartel 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.
Joseph Barwick (CRD# 5017667) is an Investment Advisor Representative working at Park Avenue Securities LLC in Minnetonka, MN and has over 18 years of experience in the finance industry.
Glynne Bassi (CRD# 7042135) is an Investment Advisor Representative working at Morgan Stanley in Wayzata, MN and has over 5 years of experience in the finance industry. Glynne Bassi 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.
Kenneth Basten (CRD# 2316278) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Monticello, MN and has over 30 years of experience in the finance industry. Kenneth Basten 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.
Adriano Batista (CRD# 4929858) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Maple Grove, MN and has over 18 years of experience in the finance industry.
Jason Bauerly (CRD# 3248219) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Brooklyn Park, MN and has over 22 years of experience in the finance industry.
James Bear (CRD# 1760572) is an Investment Advisor Representative working at Ae Wealth Management, LLC in Maple Grove, MN and has over 36 years of experience in the finance industry.
Lynn Bebeau (CRD# 4525688) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Wayzata, MN and has over 17 years of experience in the finance industry.
Joshua Beck (CRD# 4381048) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Otsego, MN and has over 22 years of experience in the finance industry. Joshua Beck 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.
Matthew Beck (CRD# 2668076) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Minnetonka, MN and has over 28 years of experience in the finance industry.