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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
Lisa Geyen (CRD# 5079216) is an Investment Advisor Representative working at Dougherty & Associates Financial Advisors, Inc. in Buffalo, MN and has over 16 years of experience in the finance industry.
Thomas Gilbertson (CRD# 4946744) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Paynesville, MN and has over 18 years of experience in the finance industry. Thomas Gilbertson 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.
John Glomski (CRD# 5662134) is an Investment Advisor Representative working at Midwest Financial Partners in Saint Cloud, MN and has over 13 years of experience in the finance industry.
Nathan Goebel (CRD# 6456965) is an Investment Advisor Representative working at Ais Planning in Saint Cloud, MN and has over 6 years of experience in the finance industry. Nathan Goebel 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.
Paul Goenner (CRD# 2856681) is an Investment Advisor Representative working at Bfc Planning, Inc. in Clear Lake, MN and has over 27 years of experience in the finance industry.
Patrick Goltz (CRD# 5083958) is an Investment Advisor Representative working at Lpl Financial LLC in Avon, MN and has over 18 years of experience in the finance industry.
Marshall Grams (CRD# 6973817) is an Investment Advisor Representative working at Dakota Wealth, LLC in Sartell, MN and has over 5 years of experience in the finance industry. Marshall Grams 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.
Aaron Green (CRD# 3194605) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in St Cloud, MN and has over 22 years of experience in the finance industry.
Carey Groethe (CRD# 5349251) is an Investment Advisor Representative working at Rbc Capital Markets, LLC in Saint Cloud, MN and has over 10 years of experience in the finance industry.
Carol Gruba (CRD# 2841334) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Saint Cloud, MN and has over 22 years of experience in the finance industry.