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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
Jacob Linder (CRD# 6255730) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Cokato, MN and has over 10 years of experience in the finance industry.
Mark Linder (CRD# 2754817) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Hutchinson, MN and has over 27 years of experience in the finance industry.
Nicholas Loehlein (CRD# 5029515) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Litchfield, MN and has over 18 years of experience in the finance industry.
Bryant Lundahl (CRD# 5883303) is an Investment Advisor Representative working at Equitable Advisors, LLC in Victoria, MN and has over 12 years of experience in the finance industry.
Johanna Markgraf (CRD# 5871492) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Hutchinson, MN and has over 12 years of experience in the finance industry.
Marcus Max (CRD# 2267608) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Hutchinson, MN and has over 31 years of experience in the finance industry. Marcus Max 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.
Daniel Monahan (CRD# 5903105) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Carver, MN and has over 12 years of experience in the finance industry.
Peter Nelson (CRD# 2745856) is an Investment Advisor Representative working at Park Avenue Securities LLC in Victoria, MN and has over 21 years of experience in the finance industry.
Ashton Pankonin (CRD# 5672392) is an Investment Advisor Representative working at Pankonin Financial Group in Belle Plaine, MN and has over 14 years of experience in the finance industry.
Susan Pauling (CRD# 6960886) is an Investment Advisor Representative working at Edward Jones in Waconia, MN and has over 5 years of experience in the finance industry.