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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
Timothy Schaefer (CRD# 2493666) is an Investment Advisor Representative working at Lpl Financial LLC in Morris, MN and has over 29 years of experience in the finance industry. Timothy Schaefer 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.
Lindsay Sherritt (CRD# 5934904) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Ortonville, MN and has over 8 years of experience in the finance industry.
Tamela Sperr (CRD# 2485906) is an Investment Advisor Representative working at Oneascent Financial Services LLC in Morris, MN and has over 29 years of experience in the finance industry. Tamela Sperr 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.
Kent Swenson (CRD# 4140251) is an Investment Advisor Representative working at Edward Jones in Morris, MN and has over 23 years of experience in the finance industry.
Brian Thomsen (CRD# 2786861) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Wheaton, MN and has over 27 years of experience in the finance industry.
Matthew Dorweiler (CRD# 5148618) is an Investment Advisor Representative working at Oneascent Financial Services LLC in Morris, MN and has over 17 years of experience in the finance industry.
Mary Holtz (CRD# 7512668) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Wheaton, MN and has 1 year of experience in the finance industry.
Shawn Longhenry (CRD# 7479752) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Wheaton, MN and has 1 year of experience in the finance industry.
Sheila Myrum (CRD# 6378569) is an Investment Advisor Representative working at Edward Jones in Milbank, SD and has 1 year of experience in the finance industry.
Steven Nomeland (CRD# 7325377) is an Investment Advisor Representative working at Edward Jones in Milbank, SD and has over 3 years of experience in the finance industry.