-
Distance Metro area (25 miles)
-
COMPENSATION Either
-
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
Lynn Kermes (CRD# 5146636) is an Investment Advisor Representative working at Intellicents Investment Solutions Inc. in Albert Lea, MN and has over 17 years of experience in the finance industry.
James Kettwig (CRD# 1058227) is an Investment Advisor Representative working at Lpl Financial LLC in Owatonna, MN and has over 41 years of experience in the finance industry.
David Klatt (CRD# 2237108) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Albert Lea, MN and has over 31 years of experience in the finance industry.
David Kramer (CRD# 5770284) is an Investment Advisor Representative working at Edward Jones in Albert Lea, MN and has over 13 years of experience in the finance industry.
Nicholas Lewis (CRD# 4649877) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Owatonna, MN and has over 20 years of experience in the finance industry. Nicholas Lewis 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.
Duane Ludewig (CRD# 1637865) is an Investment Advisor Representative working at Lpl Financial LLC in Owatonna, MN and has over 37 years of experience in the finance industry.
Ryan Ludwig (CRD# 4400354) is an Investment Advisor Representative working at Edward Jones in Waseca, MN and has over 22 years of experience in the finance industry.
Dawn Macht (CRD# 4596861) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Waseca, MN and has over 19 years of experience in the finance industry.
Samuel Matheson (CRD# 6403147) is an Investment Advisor Representative working at Intellicents Investment Solutions Inc. in Albert Lea, MN and has over 9 years of experience in the finance industry. Samuel Matheson 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.
Daniel Mobley (CRD# 7043639) is an Investment Advisor Representative working at Edward Jones in Owatonna, MN and has over 5 years of experience in the finance industry.