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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
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.
Matthew Dornik (CRD# 4648140) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Minnetonka, MN and has over 20 years of experience in the finance industry. Matthew Dornik 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.
Stephen Doyle (CRD# 1633759) is an Investment Advisor Representative working at Strategic Wealth Group in Minnetonka, MN and has over 36 years of experience in the finance industry. Stephen Doyle 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.