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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
James Payton (CRD# 1752053) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Burnsville, MN and has over 36 years of experience in the finance industry.
Christopher Peterson (CRD# 5576183) is an Investment Advisor Representative working at Edward Jones in Burnsville, MN and has over 15 years of experience in the finance industry.
Walter Pickup (CRD# 2226150) is an Investment Advisor Representative working at Focus Financial in Burnsville, MN and has over 31 years of experience in the finance industry.
Aaron Putman (CRD# 2540391) is an Investment Advisor Representative working at Lpl Financial LLC in Burnsville, MN and has over 29 years of experience in the finance industry. Aaron Putman 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.
Jeffry Robinson (CRD# 2507229) is an Investment Advisor Representative working at Avantax Advisory Services in Burnsville, MN and has over 29 years of experience in the finance industry. Jeffry Robinson 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.
Timothy Ruhland (CRD# 2321314) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Burnsville, MN and has over 31 years of experience in the finance industry. Timothy Ruhland 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.
Peter Schulte (CRD# 1141495) is an Investment Advisor Representative working at Mml Investors Services, LLC in Burnsville, MN and has over 40 years of experience in the finance industry.
William Shannon (CRD# 2482654) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Burnsville, MN and has over 29 years of experience in the finance industry. William Shannon 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.
David Sloan (CRD# 6680843) is an Investment Advisor Representative working at Geneos Wealth Management, Inc. in Burnsville, MN and has over 6 years of experience in the finance industry.
Stuart Smith (CRD# 2603452) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Burnsville, MN and has over 22 years of experience in the finance industry.