-
Distance Metro area (25 miles)
-
COMPENSATION Either
-
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
Jolynn Davis (CRD# 4800831) is an Investment Advisor Representative working at Captrust in Monticello, MN and has over 15 years of experience in the finance industry.
Annie Demeyer (CRD# 7520217) is an Investment Advisor Representative working at Edward Jones in Hutchinson, MN and has 1 year of experience in the finance industry.
George Gove (CRD# 7297120) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Waconia, MN and has over 3 years of experience in the finance industry.
Andrew Jones (CRD# 7718735) is an Investment Advisor Representative working at Edward Jones in Waconia, MN and has 1 year of experience in the finance industry.
Andrew Kalenberg (CRD# 7594438) is an Investment Advisor Representative working at The Financial Planning Company in Hutchinson, MN and has over 2 years of experience in the finance industry.
Kate Kilpela (CRD# 7306479) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Hutchinson, MN and has 1 year of experience in the finance industry.
Jessica Larson (CRD# 7231040) is an Investment Advisor Representative working at Edward Jones in Delano, MN and has over 3 years of experience in the finance industry.
Melissa Mather Bobka (CRD# 4697533) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Waconia, MN and has over 20 years of experience in the finance industry.
Zachary Miller (CRD# 7442404) is an Investment Advisor Representative working at Upstream Financial Advisors LLC in Waconia, MN and has 1 year of experience in the finance industry. Zachary Miller 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.
Aslam Mukhtiar (CRD# 7385931) is an Investment Advisor Representative working at Alphacopia in Annandale, MN and has over 2 years of experience in the finance industry.