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Distance Only Minnetonka, MN
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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
Michael Coughlin (CRD# 5848074) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Minnetonka, MN and has over 13 years of experience in the finance industry.
Robert Cowin (CRD# 4613859) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Minnetonka, MN and has over 21 years of experience in the finance industry. Robert Cowin 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.
Jon Crow (CRD# 4394390) is an Investment Advisor Representative working at Cresset Asset Management, LLC in Minnetonka, MN and has over 10 years of experience in the finance industry.
David Daline (CRD# 704190) is an Investment Advisor Representative working at Rbc Capital Markets, LLC in Minnetonka, MN and has over 44 years of experience in the finance industry.
John Davis (CRD# 4289768) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Minnetonka, MN and has over 23 years of experience in the finance industry.
Timothy Davisson (CRD# 1866392) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Minnetonka, MN and has over 35 years of experience in the finance industry. Timothy Davisson 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.
Leonard Dayton (CRD# 1747251) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Minnetonka, MN and has over 36 years of experience in the finance industry.
Ethan De Naray (CRD# 4571532) is an Investment Advisor Representative working at Feltl Advisors in Plymouth, MN and has over 21 years of experience in the finance industry.
Luke Debenedetto (CRD# 6874549) is an Investment Advisor Representative working at Bluestem Wealth Partners, LLC in Minnetonka, MN and has over 5 years of experience in the finance industry. Luke Debenedetto 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.
Patrick Deeg (CRD# 4997353) is an Investment Advisor Representative working at Marks Group Wealth Management, Inc. in Minnetonka, MN and has over 18 years of experience in the finance industry. Patrick Deeg 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.