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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
Gary Lage (CRD# 733185) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Pelican Rapids, MN and has over 39 years of experience in the finance industry. Gary Lage 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.
Jeffrey Morgan (CRD# 3012695) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Pel Rapids, MN and has over 23 years of experience in the finance industry.
Ryan Nelson (CRD# 5944505) is an Investment Advisor Representative working at Edward Jones in Breckenridge, MN and has over 12 years of experience in the finance industry.
Mackenzie Provost (CRD# 6321172) is an Investment Advisor Representative working at Edward Jones in Battle Lake, MN and has over 8 years of experience in the finance industry.
Myron Roe (CRD# 2418135) is an Investment Advisor Representative working at Lpl Financial LLC in Perham, MN and has over 30 years of experience in the finance industry.
Andrew Sorum (CRD# 6300898) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Pelican Rapids, MN and has over 10 years of experience in the finance industry.
Sam Steidl (CRD# 5125069) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Elbow Lake, MN and has over 17 years of experience in the finance industry. Sam Steidl 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.
Brenda Fischer (CRD# 3030935) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Elbow Lake, MN and has over 25 years of experience in the finance industry.
Christopher Grieve (CRD# 7733171) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Brandon, MN and has 1 year of experience in the finance industry.
Jennifer Janson (CRD# 7267826) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Perham, MN and has over 3 years of experience in the finance industry.