Distance Metro area (25 miles)
- 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
William Mager (CRD# 1071779) is an Investment Advisor Representative working at Sii Investments, Inc. in Grand Rapids, MN and has over 35 years of experience in the finance industry. William Mager 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.
Dale Anich (CRD# 1283578) is an Investment Advisor Representative working at North Compass Financial Advisors, LLC in Grand Rapids, MN and has over 33 years of experience in the finance industry.