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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
Terrance Sonnenfeld (CRD# 2216263) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Winona, MN and has over 32 years of experience in the finance industry.
Stephen Stolz (CRD# 2483594) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Alma, WI and has over 29 years of experience in the finance industry. Stephen Stolz 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.
Jacob Thompson (CRD# 6613684) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Plainview, MN and has over 7 years of experience in the finance industry.
Brian Thurow (CRD# 2243365) is an Investment Advisor Representative working at Edward Jones in Winona, MN and has over 31 years of experience in the finance industry.
Fredrick Troendle (CRD# 2811870) is an Investment Advisor Representative working at Focus Financial in Saint Charles, MN and has over 27 years of experience in the finance industry. Fredrick Troendle 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.
Lee Turek (CRD# 1670523) is an Investment Advisor Representative working at First Midwest Investments in Winona, MN and has over 36 years of experience in the finance industry.
Michael Vanstraaten (CRD# 5009937) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Rochester, MN and has over 18 years of experience in the finance industry.
Brent Wohlers (CRD# 4324526) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Plainview, MN and has over 23 years of experience in the finance industry.
Debra Wolf (CRD# 4740193) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Plainview, MN and has over 19 years of experience in the finance industry.
Luke Buehler (CRD# 7604054) is an Investment Advisor Representative working at Edward Jones in Saint Charles, MN and has 1 year of experience in the finance industry.