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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
Joseph Mahlke (CRD# 6460686) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Oakdale, MN and has over 5 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 36 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.
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.
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...
David Moe (CRD# 2343541) is an Investment Advisor Representative working at Primerica Advisors in Oakdale, MN and has over 30 years of experience in the finance industry.
Eric Nohner (CRD# 5967351) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Oakdale, MN and has over 12 years of experience in the finance industry.
Michael Olson (CRD# 850958) is an Investment Advisor Representative working at Primerica Advisors in Oakdale, MN and has over 40 years of experience in the finance industry.
Mark Peterson (CRD# 2432881) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Oakdale, MN and has over 25 years of experience in the finance industry.
Keith Richardson (CRD# 2862683) is an Investment Advisor Representative working at Primerica Advisors in Oakdale, MN and has over 26 years of experience in the finance industry.
Denice Riley (CRD# 3168967) is an Investment Advisor Representative working at Lpl Financial LLC in Oakdale, MN and has over 23 years of experience in the finance industry.