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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
Joseph Montgomery (CRD# 4695975) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Lewiston, MN and has over 20 years of experience in the finance industry.
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.
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.
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.
Arne Beneke (CRD# 1207113) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Caledonia, MN and has over 40 years of experience in the finance industry. Arne Beneke 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.
Thomas Bjerke (CRD# 5054972) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Caledonia, MN and has over 18 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.
Daniel Buehler (CRD# 5471197) is an Investment Advisor Representative working at Edward Jones in Saint Charles, MN and has over 16 years of experience in the finance industry.
Timothy Buswell (CRD# 3034736) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Caledonia, MN and has over 25 years of experience in the finance industry.