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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
Kyle Overby (CRD# 5551340) is an Investment Advisor Representative working at Avantax Advisory Services in Clear Lake, WI and has over 15 years of experience in the finance industry.
Gregory Paine (CRD# 5983987) is an Investment Advisor Representative working at Edward Jones in Chisago City, MN and has over 12 years of experience in the finance industry.
Michael Palumbo (CRD# 6272553) is an Investment Advisor Representative working at Great Waters Financial in Shoreview, MN and has over 10 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.
Kari Patrick (CRD# 6195402) is an Investment Advisor Representative working at U.s. Bancorp Investments, Inc. in Stillwater, MN and has over 6 years of experience in the finance industry.
Timothy Pauley (CRD# 2265546) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Osceola, WI and has over 31 years of experience in the finance industry.
Daniel Perry (CRD# 6873587) is an Investment Advisor Representative working at Edward Jones in White Bear Lake, MN and has over 6 years of experience in the finance industry.
Brian Peterson (CRD# 5592320) is an Investment Advisor Representative working at Endurance Financial Group in St. Paul, MN and has over 15 years of experience in the finance industry. Brian Peterson 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.
Clay Peterson (CRD# 6873272) is an Investment Advisor Representative working at Edward Jones in White Bear Lake, MN and has over 6 years of experience in the finance industry.
Timothy Philippi (CRD# 2254560) is an Investment Advisor Representative working at Rbc Capital Markets, LLC in Stillwater, MN and has over 31 years of experience in the finance industry.