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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
Kathy Lessard (CRD# 2696201) 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. Kathy Lessard 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.
Michael Linse (CRD# 2227376) is an Investment Advisor Representative working at Principal Securities, Inc. in Mondovi, WI and has over 31 years of experience in the finance industry. Michael Linse 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.
Donna Loeffler (CRD# 6151836) is an Investment Advisor Representative working at Edward Jones in Rochester, MN and has over 11 years of experience in the finance industry.
Emanuel Lopez (CRD# 1863472) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Rochester, MN and has over 35 years of experience in the finance industry.
Rahn Lund (CRD# 1462843) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Rochester, MN and has over 38 years of experience in the finance industry.
Kevin Mahoney (CRD# 2956854) is an Investment Advisor Representative working at Edward Jones in Winona, MN and has over 26 years of experience in the finance industry.
Melissa Mansfield (CRD# 6189255) is an Investment Advisor Representative working at Focus Financial in Saint Charles, MN and has over 10 years of experience in the finance industry.
James Marquardt (CRD# 1863266) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Rochester, MN and has over 35 years of experience in the finance industry.
Steven McDonald (CRD# 4689716) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Winona, MN and has over 20 years of experience in the finance industry.
Ryan Meyer (CRD# 6419689) is an Investment Advisor Representative working at Northwestern Mutual Investment Services,llc in Winona, MN and has over 8 years of experience in the finance industry.