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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
Shilo Chavez (CRD# 6206457) is an Investment Advisor Representative working at Lpl Financial LLC in Watford City, ND and has over 6 years of experience in the finance industry.
Douglas Rolfson (CRD# 6924784) is an Investment Advisor Representative working at Edward Jones in Watford City, ND and has over 5 years of experience in the finance industry.
Matthew Schultz (CRD# 6435321) is an Investment Advisor Representative working at Lpl Financial LLC in Watford City, ND and has over 8 years of experience in the finance industry.
Douglas Crosby (CRD# 1143960) is an Investment Advisor Representative working at Investment & Retirement Advisors, Inc. in Williston, ND and has over 40 years of experience in the finance industry.
Wesley Crosby (CRD# 6504794) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Williston, ND and has over 7 years of experience in the finance industry.
Jennifer Donais (CRD# 5854794) is an Investment Advisor Representative working at Concorde Asset Management, LLC in Williston, ND and has over 13 years of experience in the finance industry. Jennifer Donais 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.
Jake Drobnick (CRD# 5527617) is an Investment Advisor Representative working at Edward Jones in Williston, ND and has over 15 years of experience in the finance industry.
Greg Everson (CRD# 6469543) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Williston, ND and has over 8 years of experience in the finance industry.
Donna Hansen (CRD# 5626160) is an Investment Advisor Representative working at Edward Jones in Williston, ND and has over 13 years of experience in the finance industry.
Kristin Iverson (CRD# 6772882) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Williston, ND and has over 6 years of experience in the finance industry.