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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
At St. Croix Wealth Management we believe it’s important to build strong, long lasting relationships with our clients. We help them develop their financial plan or, as we refer to it, their Financial GPS. Just like an automobile, the Financial GPS calculates the route, keeps clients on track and guides them through life’s ever changing landscape. Throughout this journey, we educate and provide insights to ensure that the financial direction our clients take is always the most appropriate for their stage of life and financial objectives.
While there are many milestones in one’s life, retirement...
Jody McDonough (CRD# 1336136) is an Investment Advisor Representative working at Woodbury Financial Services in Oakdale, MN and has over 22 years of experience in the finance industry.
Bruce Baumeister (CRD# 1581319) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Oakdale, MN and has over 30 years of experience in the finance industry.
Lynnette Mahlke (CRD# 1722070) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Oakdale, MN and has over 30 years of experience in the finance industry. Lynnette Mahlke 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.
Mark Nakamitsu (CRD# 2918910) is an Investment Advisor Representative working at Strategic Advisers, Inc. in Oakdale, MN and has over 15 years of experience in the finance industry. Mark Nakamitsu 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.
Raymond Seifritz (CRD# 5007675) is an Investment Advisor Representative working at Woodbury Financial Services, Inc. in Oakdale, MN and has over 8 years of experience in the finance industry.
Michael Alen (CRD# 2391602) is an Investment Advisor Representative working at Woodbury Financial Services, Inc. in Oakdale, MN and has over 24 years of experience in the finance industry.
Theresa Anderson (CRD# 1389596) is an Investment Advisor Representative working at Woodbury Financial Services, Inc. in Oakdale, MN and has over 31 years of experience in the finance industry.
Jessica Barbey (CRD# 4669013) is an Investment Advisor Representative working at Woodbury Financial Services, Inc. in Oakdale, MN and has over 11 years of experience in the finance industry.