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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
Cynthia O'meara (CRD# 1289794) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Owatonna, MN and has over 37 years of experience in the finance industry.
Daniel Olson (CRD# 5496488) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Rochester, MN and has over 15 years of experience in the finance industry.
Adam Palen (CRD# 4697846) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Rochester, MN and has over 20 years of experience in the finance industry.
Stacia Ivkovic (CRD# 6404523) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Rochester, MN and has over 5 years of experience in the finance industry.
Michael Pate (CRD# 3218490) is an Investment Advisor Representative working at Oneascent Financial Services LLC in Rochester, MN and has over 24 years of experience in the finance industry.
Daniel Petersen (CRD# 6398535) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Rochester, MN and has over 9 years of experience in the finance industry.
Orlyn Peterson (CRD# 5173999) is an Investment Advisor Representative working at Edward Jones in Rochester, MN and has over 17 years of experience in the finance industry.
Brittany Pilling (CRD# 6156191) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Rochester, MN and has over 8 years of experience in the finance industry.
Judith Plemel (CRD# 3038687) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Owatonna, MN and has over 25 years of experience in the finance industry.
Philip Postlewaite (CRD# 2355253) is an Investment Advisor Representative working at Wells Fargo Advisors in Owatonna, MN and has over 30 years of experience in the finance industry. Philip Postlewaite 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.