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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
Michael Purdy (CRD# 2688497) is an Investment Advisor Representative working at Lpl Financial LLC in Saint James, MN and has over 28 years of experience in the finance industry.
Bradley Schmitz (CRD# 5056939) is an Investment Advisor Representative working at Lpl Financial LLC in Okoboji, IA and has over 18 years of experience in the finance industry.
Tony Scott (CRD# 4932475) is an Investment Advisor Representative working at Edward Jones in Windom, MN and has over 19 years of experience in the finance industry.
Brian Sohn (CRD# 5427526) is an Investment Advisor Representative working at Avantax Planning Partners, Inc. in Okoboji, IA and has over 16 years of experience in the finance industry.
Anne Straus (CRD# 2417606) is an Investment Advisor Representative working at Lpl Financial LLC in Spirit Lake, IA and has over 28 years of experience in the finance industry. Anne Straus 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.
Jay Theis (CRD# 4532713) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Spirit Lake, IA and has over 21 years of experience in the finance industry.
Scott Trautman (CRD# 5469297) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Spirit Lake, IA and has over 16 years of experience in the finance industry.
Douglas Wagner (CRD# 2453842) is an Investment Advisor Representative working at Edward Jones in Estherville, IA and has over 29 years of experience in the finance industry.
Joseph Albrecht (CRD# 7578031) is an Investment Advisor Representative working at Efs Advisors in Windom, MN and has 1 year of experience in the finance industry.