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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
Staci Smoot (CRD# 4991847) is an Investment Advisor Representative working at Edward Jones in Byron, MN and has over 8 years of experience in the finance industry.
John Church (CRD# 5186495) is an Investment Adviser Representative working at Blickle Church & Co. Investment Adviser in Rochester, MN and has over 9 years of experience in the finance industry. His office is located on the Mezzanine level of the Kahler Grand Hotel. He can be reached at 507-288-9788 or [email protected]
Philip Reiter (CRD# 4847079) is an Investment Advisor Representative working at Northwestern Mutual Investment Services,llc in Rochester, MN and has over 13 years of experience in the finance industry.
Christopher Anderson (CRD# 5431223) is an Investment Advisor Representative working at Commonwealth Financial Network in Rochester, MN and has over 10 years of experience in the finance industry. Christopher Anderson 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.
Kelly Anderson (CRD# 5119948) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Rochester, MN and has over 11 years of experience in the finance industry. Kelly Anderson 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.
Christie Atwell (CRD# 2621948) is an Investment Advisor Representative working at Benefit & Investment Consulting, LLC in Rochester, MN and has over 22 years of experience in the finance industry.
Dean Baker (CRD# 5273150) is an Investment Advisor Representative working at Ria Advisory Group, LLC in Wanamingo, MN and has over 10 years of experience in the finance industry. Dean Baker 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.
Dana Basballe (CRD# 2659753) is an Investment Advisor Representative working at Geneos Wealth Management, Inc. in Plainview, MN and has over 22 years of experience in the finance industry. Dana Basballe 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.
Paul Basballe (CRD# 1437026) is an Investment Advisor Representative working at Geneos Wealth Management, Inc. in Rochester, MN and has over 32 years of experience in the finance industry. Paul Basballe 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.