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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
David Clausen (CRD# 2800296) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Walker, MN and has over 27 years of experience in the finance industry. David Clausen 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.
Kyle Duclos (CRD# 6054222) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Walker, MN and has over 11 years of experience in the finance industry.
Steven Hansen (CRD# 2559228) is an Investment Advisor Representative working at Avantax Advisory Services in Pine River, MN and has over 29 years of experience in the finance industry. Steven Hansen 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.
Derek Jensen (CRD# 6153845) is an Investment Advisor Representative working at Edward Jones in Walker, MN and has over 11 years of experience in the finance industry.
Andrea Johnson (CRD# 5174308) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Walker, MN and has over 11 years of experience in the finance industry.
James Lowe (CRD# 1580104) is an Investment Advisor Representative working at Lpl Financial LLC in Crosslake, MN and has over 37 years of experience in the finance industry.
Patricia Murray (CRD# 1095766) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Emily, MN and has over 40 years of experience in the finance industry.
Thomas Paulbeck (CRD# 5333839) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Crosslake, MN and has over 16 years of experience in the finance industry.
Lillie Pearo (CRD# 5540951) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Crosslake, MN and has over 15 years of experience in the finance industry.
Scott Stroot (CRD# 3230105) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Crosslake, MN and has over 24 years of experience in the finance industry.