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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
Danny Albertson (CRD# 5573350) is an Investment Advisor Representative working at Packerland Brokerage Services, Inc. in Winona, MN and has over 15 years of experience in the finance industry.
Eric Alleckson (CRD# 4106244) is an Investment Advisor Representative working at Choreo, LLC in Rochester, MN and has over 23 years of experience in the finance industry. Eric Alleckson 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.
Phillip Anderson (CRD# 1498354) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Winona, MN and has over 37 years of experience in the finance industry. Phillip Anderson 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.
Randy Baker (CRD# 1763162) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Rochester, MN and has over 36 years of experience in the finance industry.
Dana Basballe (CRD# 2659753) is an Investment Advisor Representative working at Geneos Wealth Management, Inc. in Plainview, MN and has over 28 years of experience in the finance industry. Dana Basballe 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.
Christopher Berg (CRD# 2625832) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Rochester, MN and has over 28 years of experience in the finance industry.
Lisa Berger (CRD# 5635651) is an Investment Advisor Representative working at Edward Jones in Mondovi, WI and has over 15 years of experience in the finance industry.
Kirk Boyum (CRD# 6053323) is an Investment Advisor Representative working at Edward Jones in Rochester, MN and has over 11 years of experience in the finance industry.
Gregg Brandt (CRD# 6691853) is an Investment Advisor Representative working at Edward Jones in Winona, MN and has over 7 years of experience in the finance industry.
Kimberly Breuer (CRD# 4464984) is an Investment Advisor Representative working at Edward Jones in Plainview, MN and has over 9 years of experience in the finance industry.