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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
Eric Osgood (CRD# 2733034) is an Investment Advisor Representative working at Lpl Financial LLC in Shoreview, MN and has over 28 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.
David Richter (CRD# 1765505) is an Investment Advisor Representative working at Rbc Capital Markets, LLC in Shoreview, MN and has over 36 years of experience in the finance industry.
Nico Sacchetti (CRD# 6568742) is an Investment Advisor Representative working at Rbc Capital Markets, LLC in Shoreview, MN and has over 7 years of experience in the finance industry.
Christopher Saxton (CRD# 7035473) is an Investment Advisor Representative working at Aberdour Investments in Shoreview, MN and has over 5 years of experience in the finance industry.
Matthew Schwartz (CRD# 5904956) is an Investment Advisor Representative working at Great Waters Financial in Shoreview, MN and has over 12 years of experience in the finance industry. Matthew Schwartz 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.
Richard Shulman (CRD# 848060) is an Investment Advisor Representative working at Gb Associates, Inc. in Shoreview, MN and has over 10 years of experience in the finance industry.
Risa Steiger (CRD# 6412947) is an Investment Advisor Representative working at Great Waters Financial in Shoreview, MN and has over 8 years of experience in the finance industry.
Stefen Thielke (CRD# 2339483) is an Investment Advisor Representative working at Rbc Capital Markets, LLC in Shoreview, MN and has over 27 years of experience in the finance industry.
Mark Tollander (CRD# 1587245) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Shoreview, MN and has over 37 years of experience in the finance industry. Mark Tollander 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.