-
Distance Metro area (25 miles)
-
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
Tedra Scott (CRD# 6134585) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Forest Lake, MN and has over 9 years of experience in the finance industry.
Tracey Simonson (CRD# 1849487) is an Investment Advisor Representative working at Focus Financial in North Branch, MN and has over 35 years of experience in the finance industry. Tracey Simonson 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.
Sara Smith (CRD# 5483056) is an Investment Advisor Representative working at Lpl Financial LLC in Pine City, MN and has over 16 years of experience in the finance industry.
Elizabeth Staples (CRD# 6421964) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Forest Lake, MN and has over 7 years of experience in the finance industry.
Michelle Steward (CRD# 2650861) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Osceola, WI and has over 28 years of experience in the finance industry.
Paul Underdahl (CRD# 4549530) is an Investment Advisor Representative working at Focus Financial in Forest Lake, MN and has over 21 years of experience in the finance industry.
Jason Vaughn (CRD# 6763140) is an Investment Advisor Representative working at U.s. Bancorp Investments, Inc. in Forest Lake, MN and has over 6 years of experience in the finance industry.
Doreen Weber (CRD# 1368639) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Forest Lake, MN and has over 38 years of experience in the finance industry.
Benjamin Wedell (CRD# 2202040) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Forest Lake, MN and has over 32 years of experience in the finance industry.
Jose Alvarez (CRD# 7388017) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Amery, WI and has over 2 years of experience in the finance industry.