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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.
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.
Jason Dekeuster (CRD# 5127089) is an Investment Advisor Representative working at Mml Investors Services, LLC in North Oaks, MN and has over 17 years of experience in the finance industry.
Richard Gwizdala (CRD# 1998051) is an Investment Advisor Representative working at Avantax Advisory Services in North Oaks, MN and has over 34 years of experience in the finance industry.
Brock Jensen (CRD# 6868137) is an Investment Advisor Representative working at Edward Jones in North Oaks, MN and has over 6 years of experience in the finance industry.
Michael Kauls (CRD# 3272579) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in North Oaks, MN and has over 24 years of experience in the finance industry.
Melissa Montgomery (CRD# 4871509) is an Investment Advisor Representative working at Thrivent Advisor Network, LLC in North Oaks, MN and has over 19 years of experience in the finance industry.
Leanne Morris (CRD# 6295083) is an Investment Advisor Representative working at Edward Jones in North Oaks, MN and has over 9 years of experience in the finance industry.
John Nelson (CRD# 4454521) is an Investment Advisor Representative working at Tag Wealth Advisors in North Oaks, MN and has over 22 years of experience in the finance industry.
Nicholas Pariseau (CRD# 5327437) is an Investment Advisor Representative working at Mml Investors Services, LLC in North Oaks, MN and has over 16 years of experience in the finance industry.