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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
Joshua Nelson (CRD# 4404249) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Saint Cloud, MN and has over 22 years of experience in the finance industry. Joshua Nelson 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.
Tracy Nelson (CRD# 1828708) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Saint Cloud, MN and has over 29 years of experience in the finance industry.
Adam Nguyen (CRD# 5927308) is an Investment Advisor Representative working at Wealth Enhancement Advisory Services, LLC in Sartell, MN and has over 10 years of experience in the finance industry.
Anne Nienaber (CRD# 4547285) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Saint Cloud, MN and has over 14 years of experience in the finance industry.
Matthew Nikodym (CRD# 4719873) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Saint Cloud, MN and has over 20 years of experience in the finance industry.
Jamie O'rourke (CRD# 5145887) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Saint Cloud, MN and has over 17 years of experience in the finance industry. Jamie O'rourke 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.
Kalee Olson (CRD# 2860273) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Saint Cloud, MN and has over 25 years of experience in the finance industry.
Kenneth Olson (CRD# 2697277) is an Investment Advisor Representative working at Lpl Financial LLC in Sartell, MN and has over 28 years of experience in the finance industry.
Mary Olson (CRD# 2572770) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Saint Cloud, MN and has over 25 years of experience in the finance industry.
Sydney Partch (CRD# 6853775) is an Investment Advisor Representative working at Rbc Capital Markets, LLC in Saint Cloud, MN and has over 6 years of experience in the finance industry.