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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
William Watson (CRD# 3264883) is an Investment Advisor Representative working at Northwestern Mutual Investment Services,llc in Duluth, MN and has over 24 years of experience in the finance industry.
Andrew Wheeler (CRD# 4554897) is an Investment Advisor Representative working at Commonwealth Financial Network in Duluth, MN and has over 21 years of experience in the finance industry. Andrew Wheeler 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.
Mark Winberg (CRD# 2921856) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Duluth, MN and has over 24 years of experience in the finance industry. Mark Winberg 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.
Eugene Wolfe (CRD# 1511190) is an Investment Advisor Representative working at Tlg Advisors, Inc. in Duluth, MN and has over 37 years of experience in the finance industry.
Kevin Wood (CRD# 6556995) is an Investment Advisor Representative working at Edward Jones in Duluth, MN and has over 8 years of experience in the finance industry.
Justin Wosepka (CRD# 6490176) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Duluth, MN and has over 8 years of experience in the finance industry.
Kristin Yapel (CRD# 4394209) is an Investment Advisor Representative working at Rbc Capital Markets, LLC in Duluth, MN and has over 22 years of experience in the finance industry.
Anthony Yung (CRD# 2083985) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Duluth, MN and has over 30 years of experience in the finance industry.
Jacob Barr (CRD# 7176777) is an Investment Advisor Representative working at Great Waters Financial in Duluth, MN and has over 4 years of experience in the finance industry. Jacob Barr 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.
Matthew Blake (CRD# 7181504) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Duluth, MN and has over 4 years of experience in the finance industry.