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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
Geoffrey Klein (CRD# 4558054) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Saint Peter, MN and has over 19 years of experience in the finance industry.
Travis Larson (CRD# 6962197) is an Investment Advisor Representative working at Edward Jones in North Mankato, MN and has over 5 years of experience in the finance industry.
Daniel Lowis (CRD# 5534216) is an Investment Advisor Representative working at Lpl Financial LLC in North Mankato, MN and has over 15 years of experience in the finance industry.
Ryan Ludwig (CRD# 4400354) is an Investment Advisor Representative working at Edward Jones in Waseca, MN and has over 22 years of experience in the finance industry.
Dawn Macht (CRD# 4596861) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Waseca, MN and has over 19 years of experience in the finance industry.
Peter Nelson (CRD# 2392105) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Saint Peter, MN and has over 30 years of experience in the finance industry. Peter Nelson 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.
David Nielsen (CRD# 6900796) is an Investment Advisor Representative working at Lpl Financial LLC in New Ulm, MN and has over 6 years of experience in the finance industry.
Dennis Paul (CRD# 6042558) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Lake Crystal, MN and has over 11 years of experience in the finance industry.
Amy Pearson (CRD# 6609329) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in New Ulm, MN and has over 7 years of experience in the finance industry.
James Peters (CRD# 5734019) is an Investment Advisor Representative working at Securities America Advisors, Inc. in North Mankato, MN and has over 14 years of experience in the finance industry.