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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
Carrie Kelley (CRD# 6061237) is an Investment Advisor Representative working at Lpl Financial LLC in Hinckley, MN and has over 11 years of experience in the finance industry. Carrie Kelley 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.
Richard Mellinger (CRD# 2202344) is an Investment Advisor Representative working at Focus Financial in North Branch, MN and has over 32 years of experience in the finance industry.
Bryan Moore (CRD# 5365828) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Luck, WI and has over 8 years of experience in the finance industry.
Cris Moore (CRD# 2148421) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Luck, WI and has over 32 years of experience in the finance industry.
Michael Ritland (CRD# 2157906) is an Investment Advisor Representative working at Lpl Financial LLC in Pine City, MN and has over 32 years of experience in the finance industry.
Robert Root (CRD# 5293466) is an Investment Advisor Representative working at Lpl Financial LLC in Pine City, MN and has over 17 years of experience in the finance industry.
Tracey Simonson (CRD# 1849487) is an Investment Advisor Representative working at Focus Financial in North Branch, MN and has over 35 years of experience in the finance industry. Tracey Simonson 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.
Sara Smith (CRD# 5483056) is an Investment Advisor Representative working at Lpl Financial LLC in Pine City, MN and has over 16 years of experience in the finance industry.
Theresa Tihanyi (CRD# 5872806) is an Investment Advisor Representative working at Edward Jones in Luck, WI and has over 13 years of experience in the finance industry.
Trevor Brewer (CRD# 7783329) is an Investment Advisor Representative working at Edward Jones in Webster, WI and has 1 year of experience in the finance industry.