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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
William McGuire (CRD# 1065834) is an Investment Advisor Representative working at Tag Wealth Advisors in Rochester, MN and has over 26 years of experience in the finance industry.
Jesse Meehan (CRD# 4770455) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Rochester, MN and has over 18 years of experience in the finance industry. Jesse Meehan 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.
Peter Melsness (CRD# 5130671) is an Investment Advisor Representative working at Superior Financial, LLC in Rochester, MN and has over 17 years of experience in the finance industry. Peter Melsness 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.
Eaton Miller (CRD# 4753757) is an Investment Advisor Representative working at Planwell Financial Guidance, LLC in Blooming Prairie, MN and has over 19 years of experience in the finance industry. Eaton Miller 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.
Paul Miller (CRD# 5485491) is an Investment Advisor Representative working at Mml Investors Services, LLC in Rochester, MN and has over 16 years of experience in the finance industry.
Jodi Miller-Hammes (CRD# 2482655) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Spring Valley, MN and has over 29 years of experience in the finance industry.
Susan Mims (CRD# 4202677) is an Investment Advisor Representative working at Strategic Asset Management LLC in Rochester, MN and has over 23 years of experience in the finance industry. Susan Mims 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.
Daniel Mobley (CRD# 7043639) is an Investment Advisor Representative working at Edward Jones in Owatonna, MN and has over 5 years of experience in the finance industry.
John Modry (CRD# 4808330) is an Investment Advisor Representative working at Straight Talk Financial Advisors in Rochester, MN and has over 19 years of experience in the finance industry. John Modry 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.
Peter Moeschler (CRD# 4297175) is an Investment Advisor Representative working at Mariner Wealth in Rochester, MN and has over 22 years of experience in the finance industry.