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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
Andrew Liebaert (CRD# 5077334) is an Investment Advisor Representative working at Belpointe Asset Management LLC in Superior, WI and has over 16 years of experience in the finance industry. Andrew Liebaert 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.
Brett Loeb (CRD# 3160006) is an Investment Advisor Representative working at Edward Jones in Cloquet, MN and has over 25 years of experience in the finance industry.
Nathan Madill (CRD# 4527197) is an Investment Advisor Representative working at Jmr Financial Group in Superior, WI and has over 12 years of experience in the finance industry. Nathan Madill 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 Maida (CRD# 4728180) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Duluth, MN and has over 20 years of experience in the finance industry.
Daniel Maki (CRD# 5345934) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Duluth, MN and has over 8 years of experience in the finance industry.
Heather Maki (CRD# 6431436) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Duluth, MN and has over 8 years of experience in the finance industry.
Heather Malyuk (CRD# 6308031) is an Investment Advisor Representative working at Lpl Financial LLC in Duluth, MN and has over 6 years of experience in the finance industry.
Shaun Marline (CRD# 4645930) is an Investment Advisor Representative working at Independent Advisor Alliance, LLC in Duluth, MN and has over 20 years of experience in the finance industry.
Gregg McCall (CRD# 4166241) is an Investment Advisor Representative working at U.s. Bancorp Investments, Inc. in Duluth, MN and has over 23 years of experience in the finance industry.
Alecia McKay-Jones (CRD# 2633139) is an Investment Advisor Representative working at Rbc Capital Markets, LLC in Duluth, MN and has over 6 years of experience in the finance industry. Alecia McKay-Jones 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.