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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
Alicia Kim (CRD# 5112807) is an Investment Advisor Representative working at Rbc Capital Markets, LLC in Duluth, MN and has over 17 years of experience in the finance industry.
Travis Klingeisen (CRD# 6914245) is an Investment Advisor Representative working at Rbc Capital Markets, LLC in Duluth, MN and has over 6 years of experience in the finance industry.
Benjamin Kneeland (CRD# 7065582) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Duluth, MN and has over 4 years of experience in the finance industry.
Dylan Kolquist (CRD# 7040389) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Duluth, MN and has 1 year of experience in the finance industry.
Neil Larson (CRD# 7521021) is an Investment Advisor Representative working at Commonwealth Financial Network in Duluth, MN and has 1 year of experience in the finance industry. Neil Larson 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 Liberty (CRD# 6891891) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Duluth, MN and has 1 year of experience in the finance industry.
Alex Meehan (CRD# 6494887) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Duluth, MN and has over 4 years of experience in the finance industry. Alex Meehan 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.
Heidi Mengelkoch (CRD# 7329328) is an Investment Advisor Representative working at Northwestern Mutual Investment Services,llc in Duluth, MN and has over 2 years of experience in the finance industry.
Barbara Nelson (CRD# 7474689) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Duluth, MN and has over 2 years of experience in the finance industry.
Brady Neumann (CRD# 7481032) is an Investment Advisor Representative working at Midwest Professional Planners, Ltd. in Duluth, MN and has 1 year of experience in the finance industry.