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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
Martha Lewin (CRD# 2152583) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Wayzata, MN and has over 32 years of experience in the finance industry.
Grant Lindaman (CRD# 1076811) is an Investment Advisor Representative working at Wealth Enhancement Advisory Services, LLC in Wayzata, MN and has over 41 years of experience in the finance industry.
Andrew Lindell (CRD# 4142528) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Wayzata, MN and has over 24 years of experience in the finance industry. Andrew Lindell 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.
Jamison Lippert-Negen (CRD# 5552443) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Wayzata, MN and has over 15 years of experience in the finance industry.
Mario Lucarelli (CRD# 4562630) is an Investment Advisor Representative working at Lpl Financial LLC in Wayzata, MN and has over 21 years of experience in the finance industry.
James Lukanich (CRD# 1199607) is an Investment Advisor Representative working at Wells Fargo Advisors in Wayzata, MN and has over 40 years of experience in the finance industry.
Daniel Mahoney (CRD# 1342820) is an Investment Advisor Representative working at 360 Financial in Wayzata, MN and has over 39 years of experience in the finance industry. Daniel Mahoney 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 Manson (CRD# 2311131) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Wayzata, MN and has over 30 years of experience in the finance industry.
Luana Marrier Holecek (CRD# 4625505) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Wayzata, MN and has over 21 years of experience in the finance industry.
Michael Marston (CRD# 818302) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Wayzata, MN and has over 42 years of experience in the finance industry.