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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
Frank Macgowan (CRD# 2306406) is an Investment Advisor Representative working at Kestra Advisory Services, LLC in Excelsior, MN and has over 31 years of experience in the finance industry.
David Peterson (CRD# 2735233) is an Investment Advisor Representative working at Creative Planning in Excelsior, MN and has over 27 years of experience in the finance industry.
Jonathan Rienstra (CRD# 2987671) is an Investment Advisor Representative working at Strategic Wealth Group in Excelsior, MN and has over 13 years of experience in the finance industry.
James Roberts (CRD# 1872867) is an Investment Advisor Representative working at Tlg Advisors, Inc. in Excelsior, MN and has over 32 years of experience in the finance industry.
Keith Tufte (CRD# 1170559) is an Investment Advisor Representative working at Longview Wealth Management, LLC in Excelsior, MN and has over 20 years of experience in the finance industry.
Tad Weiss (CRD# 1408726) is an Investment Advisor Representative working at Modus Advisors, LLC in Excelsior, MN and has over 38 years of experience in the finance industry. Tad Weiss 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.
Jed Otteson (CRD# 3269077) is an Investment Advisor Representative working at Bridgehaven Capital Management LLC in Excelsior, MN and has over 4 years of experience in the finance industry.
Kent Peterson (CRD# 5776486) is an Investment Advisor Representative working at Modelist in Excelsior, MN and has 1 year of experience in the finance industry.
Margaret Swanson (CRD# 6867550) is an Investment Advisor Representative working at Modus Advisors, LLC in Excelsior, MN and has 1 year of experience in the finance industry. Margaret Swanson 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.