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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
Steven Lorenz (CRD# 1377828) is an Investment Advisor Representative working at Lpl Financial LLC in Lakeville, MN and has over 38 years of experience in the finance industry. Steven Lorenz 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.
Joshua Malwitz (CRD# 4814342) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Lakeville, MN and has over 19 years of experience in the finance industry.
Jeffrey Myers (CRD# 5100500) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Lakeville, MN and has over 18 years of experience in the finance industry.
Gail Nieuwsma (CRD# 3220617) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Lakeville, MN and has over 24 years of experience in the finance industry.
Michael Rebischke (CRD# 2310232) is an Investment Advisor Representative working at Lpl Financial LLC in Lakeville, MN and has over 7 years of experience in the finance industry.
Mark Reichow (CRD# 4539300) is an Investment Advisor Representative working at Gateway Wealth Partners, LLC in Lakeville, MN and has over 21 years of experience in the finance industry.
Evan Trimble (CRD# 6998815) is an Investment Advisor Representative working at U.s. Bancorp Investments, Inc. in Lakeville, MN and has over 5 years of experience in the finance industry.
Darin Vote (CRD# 3028036) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Lakeville, MN and has over 25 years of experience in the finance industry.
Richard Wohlwend (CRD# 1974461) is an Investment Advisor Representative working at Lincoln Financial Securities Corporation in Lakeville, MN and has over 34 years of experience in the finance industry.
Rebecca Devine (CRD# 7126294) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Lakeville, MN and has over 4 years of experience in the finance industry.