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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
Lori Bale (CRD# 4912839) is an Investment Advisor Representative working at The Oak Ridge Financial Services Group, Inc. in Golden Valley, MN and has over 8 years of experience in the finance industry.
Katri Balfanz (CRD# 4413260) is an Investment Advisor Representative working at Commonwealth Financial Network in Burnsville, MN and has over 22 years of experience in the finance industry.
Jessica Ballin (CRD# 3047715) is an Investment Advisor Representative working at Global Retirement Partners LLC in Edina, MN and has over 23 years of experience in the finance industry.
Joshua Baltzer (CRD# 6868432) is an Investment Advisor Representative working at Wells Fargo Advisors in Wayzata, MN and has over 6 years of experience in the finance industry. Joshua Baltzer 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 Balut (CRD# 6265055) is an Investment Advisor Representative working at Edward Jones in Mound, MN and has over 10 years of experience in the finance industry.
Craig Bane (CRD# 4894816) is an Investment Advisor Representative working at Bane O'leary LLC in Bloomington, MN and has over 19 years of experience in the finance industry.
Steven Bane (CRD# 3112198) is an Investment Advisor Representative working at Bane O'leary LLC in Bloomington, MN and has over 25 years of experience in the finance industry.
Heather Bantle (CRD# 5840010) is an Investment Advisor Representative working at Park Avenue Securities LLC in Minnetonka, MN and has over 13 years of experience in the finance industry.
Kendra Baranko (CRD# 5060636) is an Investment Advisor Representative working at Wealth Enhancement Advisory Services, LLC in Plymouth, MN and has over 18 years of experience in the finance industry. Kendra Baranko 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 Baratta (CRD# 1053389) is an Investment Advisor Representative working at Waypoint Capital Advisors, LLC in Minneapolis, MN and has over 18 years of experience in the finance industry.