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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
Lance Flannery (CRD# 5542366) is an Investment Advisor Representative working at Grove Point Advisors, LLC in Chanhassen, MN and has over 15 years of experience in the finance industry.
Kathryn Flom (CRD# 6246651) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Watertown, MN and has over 10 years of experience in the finance industry.
Matthew Fossen (CRD# 2451177) is an Investment Advisor Representative working at Colliers Securities LLC in Chaska, MN and has over 27 years of experience in the finance industry.
Annette Funke-Thompson (CRD# 2896667) is an Investment Advisor Representative working at Edward Jones in Maple Plain, MN and has over 14 years of experience in the finance industry.
Daniel Gieseke (CRD# 2215212) is an Investment Advisor Representative working at Lpl Financial LLC in Waconia, MN and has over 32 years of experience in the finance industry.
Jason Good (CRD# 4978923) is an Investment Advisor Representative working at Excelsior Investors in Excelsior, MN and has over 15 years of experience in the finance industry. Jason Good 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.
Samuel Gore (CRD# 7055423) is an Investment Advisor Representative working at Edward Jones in Belle Plaine, MN and has over 5 years of experience in the finance industry.
Chad Griffeth (CRD# 4525906) is an Investment Advisor Representative working at Captrust in Excelsior, MN and has over 21 years of experience in the finance industry.
Don Guggemos (CRD# 2864952) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Winsted, MN and has over 27 years of experience in the finance industry.
Gary Gullo (CRD# 1657060) is an Investment Advisor Representative working at Newedge Advisors in Orono, MN and has over 37 years of experience in the finance industry.