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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
Anthony Lerud (CRD# 6390240) is an Investment Advisor Representative working at Edward Jones in Woodbury, MN and has over 9 years of experience in the finance industry.
Herbert Lewis (CRD# 864941) is an Investment Advisor Representative working at Tradition Wealth Management LLC in Woodbury, MN and has over 37 years of experience in the finance industry.
Peter Lewis (CRD# 1206170) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Woodbury, MN and has over 40 years of experience in the finance industry.
Karolin Lex (CRD# 2552783) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Zumbrota, MN and has over 29 years of experience in the finance industry. Karolin Lex 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.
Vincent Lloyd (CRD# 2861975) is an Investment Advisor Representative working at Avantax Advisory Services in Woodbury, MN and has over 13 years of experience in the finance industry.
Patrick Lundy (CRD# 1595203) is an Investment Advisor Representative working at The Oak Ridge Financial Services Group, Inc. in Woodbury, MN and has over 35 years of experience in the finance industry. Patrick Lundy 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.
David Matthews (CRD# 2798327) is an Investment Advisor Representative working at Focus Financial in Woodbury, MN and has over 9 years of experience in the finance industry. David Matthews 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.
Nancy McCarrell (CRD# 6334107) is an Investment Advisor Representative working at Usadvisors Wealth Management, LLC in Inver Grove Heights, MN and has over 9 years of experience in the finance industry. Nancy McCarrell 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.
Michael McDonald (CRD# 4838537) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in South Saint Paul, MN and has over 19 years of experience in the finance industry.
Brian McQuade (CRD# 6065034) is an Investment Advisor Representative working at Edward Jones in River Falls, WI and has over 11 years of experience in the finance industry.