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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
Dana Basballe (CRD# 2659753) is an Investment Advisor Representative working at Geneos Wealth Management, Inc. in Plainview, MN and has over 28 years of experience in the finance industry. Dana Basballe 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.
Kimberly Breuer (CRD# 4464984) is an Investment Advisor Representative working at Edward Jones in Plainview, MN and has over 9 years of experience in the finance industry.
Jacob Thompson (CRD# 6613684) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Plainview, MN and has over 7 years of experience in the finance industry.
Brent Wohlers (CRD# 4324526) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Plainview, MN and has over 23 years of experience in the finance industry.
Debra Wolf (CRD# 4740193) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Plainview, MN and has over 19 years of experience in the finance industry.
Jeffrey Fry (CRD# 7532915) is an Investment Advisor Representative working at Geneos Wealth Management, Inc. in Plainview, MN and has 1 year of experience in the finance industry.
Melissa Albrecht (CRD# 6867949) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Rochester, MN and has over 5 years of experience in the finance industry.
Colin Aldis (CRD# 2640465) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Rochester, MN and has over 28 years of experience in the finance industry.
Eric Alleckson (CRD# 4106244) is an Investment Advisor Representative working at Choreo, LLC in Rochester, MN and has over 23 years of experience in the finance industry. Eric Alleckson 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.
Mitchell Allen (CRD# 5393748) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Rochester, MN and has over 16 years of experience in the finance industry.