-
Distance Only Long Lake, MN
-
COMPENSATION Either
-
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
Judd Axelson (CRD# 5045975) is an Investment Advisor Representative working at Paratus Wealth Management, LLC in Long Lake, MN and has over 18 years of experience in the finance industry.
Rebecca Botzet (CRD# 2489327) is an Investment Advisor Representative working at Avantax Planning Partners, Inc. in Long Lake, MN and has over 21 years of experience in the finance industry. Rebecca Botzet 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.
Ryan Carruth (CRD# 4572675) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Long Lake, MN and has over 21 years of experience in the finance industry. Ryan Carruth 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 Fernandez (CRD# 4872617) is an Investment Advisor Representative working at Principal Securities, Inc. in Long Lake, MN and has over 19 years of experience in the finance industry.