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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
Dennis Archer (CRD# 1727856) is an Investment Advisor Representative working at Cuna Brokerage Services, Inc. in Hermantown, MN and has over 30 years of experience in the finance industry.
Wayne Cessna (CRD# 2514074) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Hermantown, MN and has over 12 years of experience in the finance industry.
Daniel Urshan (CRD# 1363767) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Hermantown, MN and has over 32 years of experience in the finance industry.
Jordan Urshan (CRD# 5342496) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Hermantown, MN and has over 7 years of experience in the finance industry.
Anna Graves (CRD# 5798026) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Hermantown, MN and has 1 year of experience in the finance industry.
Michael Bail (CRD# 2516271) is an Investment Advisor Representative working at Primerica Advisors in Hermantown, MN and has over 23 years of experience in the finance industry.
Bryan Amundson (CRD# 2765140) is an Investment Advisor Representative working at Wells Fargo Clearing Services, LLC in Duluth, MN and has over 21 years of experience in the finance industry. Bryan Amundson 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.
Ryan Coole (CRD# 5329550) is an Investment Advisor Representative working at Commonwealth Financial Network in Duluth, MN and has over 10 years of experience in the finance industry.
Anna Downs (CRD# 5211564) is an Investment Advisor Representative working at On Investment Management Co in Superior, WI and has over 11 years of experience in the finance industry.
Katie Giblin (CRD# 1024702) is an Investment Advisor Representative working at Ameriprise Financial Services, Inc. in Duluth, MN and has over 36 years of experience in the finance industry. Katie Giblin 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.