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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
Lester Bolstad (CRD# 2630105) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Wayzata, MN and has over 28 years of experience in the finance industry.
Haralds Bondaris (CRD# 5302042) is an Investment Advisor Representative working at Great Valley Advisor Group, Inc. in Plymouth, MN and has over 16 years of experience in the finance industry. Haralds Bondaris 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.
Robert Bonine (CRD# 5362686) is an Investment Advisor Representative working at Advisornet Wealth Partners in Minnetonka, MN and has over 14 years of experience in the finance industry. Robert Bonine 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 Borchert (CRD# 5134489) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Maple Grove, MN and has over 17 years of experience in the finance industry. Matthew Borchert 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.
William Borders (CRD# 2237620) is an Investment Advisor Representative working at Wealth Enhancement Advisory Services, LLC in Plymouth, MN and has over 31 years of experience in the finance industry. William Borders 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.
Larry Borlaug (CRD# 821839) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Plymouth, MN and has over 40 years of experience in the finance industry.
James Bortolussi (CRD# 4338830) is an Investment Advisor Representative working at Vpwm Advisors, LLC in Plymouth, MN and has over 23 years of experience in the finance industry. James Bortolussi 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.
April Bortscheller (CRD# 5276363) is an Investment Advisor Representative working at Berger Financial Group in Plymouth, MN and has over 7 years of experience in the finance industry. April Bortscheller 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.
Jeremy Bosch (CRD# 5678970) is an Investment Advisor Representative working at Mml Investors Services, LLC in Plymouth, MN and has over 12 years of experience in the finance industry. Jeremy Bosch 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.
Jonathan Bottema (CRD# 2759934) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Wayzata, MN and has over 26 years of experience in the finance industry.