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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
Jordan Urshan (CRD# 5342496) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Hermantown, MN and has over 13 years of experience in the finance industry. Jordan Urshan 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.
Bryan Amundson (CRD# 2765140) is an Investment Advisor Representative working at Wells Fargo Advisors in Hermantown, MN and has over 27 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.
Heather Kahlbaugh (CRD# 4880479) is an Investment Advisor Representative working at Wells Fargo Advisors in Hermantown, MN and has over 19 years of experience in the finance industry.
Reid Strelow (CRD# 6482439) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Hermantown, MN and has over 8 years of experience in the finance industry.
Alan Tyson (CRD# 7241937) is an Investment Advisor Representative working at Primerica Advisors in Hermantown, MN and has over 3 years of experience in the finance industry.
Christopher Anderson (CRD# 5369842) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Duluth, MN and has over 10 years of experience in the finance industry.
John Anderson, Sr. (CRD# 820126) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Duluth, MN and has over 44 years of experience in the finance industry.
Dale Anich (CRD# 1283578) is an Investment Advisor Representative working at Split Rock Private Trading And Wealth Management LLC in Cloquet, MN and has over 39 years of experience in the finance industry.
Kathleen Beasley (CRD# 864927) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Duluth, MN and has over 44 years of experience in the finance industry. Kathleen Beasley 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.
Nora Benzen (CRD# 6543599) is an Investment Advisor Representative working at Lpl Financial LLC in Duluth, MN and has over 4 years of experience in the finance industry.