Distance Metro area (25 miles)
- 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
Phillip Christenson (CRD# 5082883) is a Financial Advisor working at Phillip James Financial Company in Plymouth, MN and has 10 years of experience in the finance industry.
His websites are:
Eric Hutchens (CRD# 4207178) is an Investment Advisor Representative working at Allodium Investment Consultants, LLC in Minneapolis, MN and has over 16 years of experience in the finance industry. Eric Hutchens 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 putclients' interests first and comply with the Financial Planning Practice...
Bruce Langer (CRD# 4542811) is an Investment Advisor Representative working at EPIQ Partners, LLC in Minneapolis, MN and has over 13 years of experience in the finance industry.
EPIQ partners with successful and complex families. We bring a partnership mentality to all of our relationships and work to be authentic and thoughful in all matters of stewardship to our clients and their financial well being.
Dana Menard (CRD# 4532311) is an Independent Financial Advisor and CERTIFIED FINANCIAL PLANNER™ (CFP®) based in the Twin Cities metro area. He has over 13 years of experience in helping busy professionals, families, and small businesses across the country organize, prioritize, and meet their financial goals so that they can concentrate on the important things in life.
He believes that investing is a long-term proposition and believes that everyone needs to plan for tomorrow. At every income level, there are steps one can take to make more efficient use of their assets to work toward financial...
Senior Partner at Boulevard Wealth Management, Inc.
Founder of Alpha Investment Advisors, Inc., a Registered Investment Advisor
19-year financial industry experience in portflio management and comprehensive planning
Lead Portfolio Manager: Signature Five™ strategies, customized allocation plans, tax harvesting, rebalancing
Portfolio Risk Oversight: Separate account management, Signature Five™ overlay management
Mean Variance Optimization: Portfolio aggregation, research, testing, and allocation