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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
Kelly Sullivan Noah (CRD# 5904409) is an Investment Advisor Representative working at Thomas L. Sullivan in Roseville, MN and has 1 year of experience in the finance industry.
Todd Utecht (CRD# 4346304) is an Investment Advisor Representative working at Lpl Financial LLC in Roseville, MN and has over 22 years of experience in the finance industry. Todd Utecht 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.
Nicholas Uzpen (CRD# 7027067) is an Investment Advisor Representative working at Edward Jones in Roseville, MN and has over 5 years of experience in the finance industry.
Andrea Addo (CRD# 7299125) is an Investment Advisor Representative working at Avantax Planning Partners, Inc. in Roseville, MN and has over 3 years of experience in the finance industry.
Tara Atwood Krebs (CRD# 7617606) is an Investment Advisor Representative working at Edward Jones in Roseville, MN and has 1 year of experience in the finance industry.
Thomas Berlin (CRD# 7199458) is an Investment Advisor Representative working at Edward Jones in Roseville, MN and has over 4 years of experience in the finance industry.
Thomas Breen (CRD# 6678708) is an Investment Advisor Representative working at Lpl Financial LLC in Roseville, MN and has over 6 years of experience in the finance industry.
Luke Duffney (CRD# 7606916) is an Investment Advisor Representative working at Edward Jones in Roseville, MN and has 1 year of experience in the finance industry.
John Hanselman (CRD# 3231125) is an Investment Advisor Representative working at Kingsview Wealth Management, LLC in Roseville, MN and has over 24 years of experience in the finance industry. John Hanselman 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.
Kathryn Iverson (CRD# 7343674) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Roseville, MN and has 1 year of experience in the finance industry.