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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
Brent Carlson (CRD# 5823624) is an Investment Advisor Representative working at Kestra Advisory Services, LLC in North Oaks, MN and has over 11 years of experience in the finance industry. Brent Carlson 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.
Brian Carlson (CRD# 4210497) is an Investment Advisor Representative working at Summit Investment Advisory Services in Roseville, MN and has over 23 years of experience in the finance industry. Brian Carlson 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.
Bruce Carlson (CRD# 1043071) is an Investment Advisor Representative working at Kestra Advisory Services, LLC in North Oaks, MN and has over 41 years of experience in the finance industry. Bruce Carlson 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.
Dale Carlson (CRD# 2429794) is an Investment Advisor Representative working at Lpl Financial LLC in White Bear Lake, MN and has over 30 years of experience in the finance industry.
Scott Caskey (CRD# 5948473) is an Investment Advisor Representative working at Summit Investment Advisory Services in Roseville, MN and has over 10 years of experience in the finance industry. Scott Caskey 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.
James Caspers (CRD# 2120724) is an Investment Advisor Representative working at Newedge Advisors in Hudson, WI and has over 33 years of experience in the finance industry.
Chris Chandler (CRD# 6255270) is an Investment Advisor Representative working at Edward Jones in New Richmond, WI and has over 10 years of experience in the finance industry.
Trever Christian (CRD# 2561712) is an Investment Advisor Representative working at Freedom Financial Partners LLC in Oakdale, MN and has over 27 years of experience in the finance industry.
Thomas Chrobak (CRD# 6356424) is an Investment Advisor Representative working at Gradient Advisors, LLC in Arden Hills, MN and has over 9 years of experience in the finance industry.