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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
Joel Twedt (CRD# 1995644) is an Investment Advisor Representative working at Intellicents Investment Solutions Inc. in Lake Mills, IA and has over 34 years of experience in the finance industry.
Matthew Twedt (CRD# 5357620) is an Investment Advisor Representative working at Intellicents Investment Solutions Inc. in Lake Mills, IA and has over 16 years of experience in the finance industry. Matthew Twedt 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.
Dean Velzke (CRD# 2442656) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Owatonna, MN and has over 30 years of experience in the finance industry.
Kevin Walter (CRD# 4171200) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Waseca, MN and has over 23 years of experience in the finance industry.
William Walter (CRD# 732473) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Waseca, MN and has over 42 years of experience in the finance industry.
Brandon Wayne (CRD# 4414028) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Owatonna, MN and has over 22 years of experience in the finance industry.
Christina Wetmore (CRD# 4173019) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Owatonna, MN and has over 23 years of experience in the finance industry.
Jason Willner (CRD# 5156058) is an Investment Advisor Representative working at Lpl Financial LLC in Albert Lea, MN and has over 17 years of experience in the finance industry. Jason Willner 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.
Steven Zenk (CRD# 4561197) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Albert Lea, MN and has over 21 years of experience in the finance industry.
Peter Zwart (CRD# 6774396) is an Investment Advisor Representative working at Prudential Financial Planning Services in Lake Mills, IA and has over 6 years of experience in the finance industry.