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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
Rory Bluhm (CRD# 4289347) is an Investment Advisor Representative working at Efs Advisors in Cambridge, MN and has over 23 years of experience in the finance industry.
Patrick Bobbins (CRD# 5401501) is an Investment Advisor Representative working at Wealth Enhancement Advisory Services, LLC in Plymouth, MN and has over 16 years of experience in the finance industry.
William Boehm (CRD# 2647554) is an Investment Advisor Representative working at Rbc Capital Markets, LLC in Minneapolis, MN and has over 25 years of experience in the finance industry.
Jennifer Boland (CRD# 4148448) is an Investment Advisor Representative working at Wealth Enhancement Advisory Services, LLC in Plymouth, MN and has over 23 years of experience in the finance industry. Jennifer Boland 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.
Charles Bolognino (CRD# 6356386) is an Investment Advisor Representative working at Side-by-side Financial Planning, LLC in Plymouth, MN and has 1 year of experience in the finance industry. Charles Bolognino 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.
Haralds Bondaris (CRD# 5302042) is an Investment Advisor Representative working at Great Valley Advisor Group, Inc. in Plymouth, MN and has over 16 years of experience in the finance industry. Haralds Bondaris 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.
Austin Boniface (CRD# 6644986) is an Investment Advisor Representative working at Magnetic North Advisors in Forest Lake, MN and has over 6 years of experience in the finance industry. Austin Boniface 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.
David Boniface (CRD# 1853420) is an Investment Advisor Representative working at Lpl Financial LLC in Forest Lake, MN and has over 35 years of experience in the finance industry.
Matthew Borchert (CRD# 5134489) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Maple Grove, MN and has over 17 years of experience in the finance industry. Matthew Borchert 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.
James Bortolussi (CRD# 4338830) is an Investment Advisor Representative working at Vpwm Advisors, LLC in Plymouth, MN and has over 23 years of experience in the finance industry. James Bortolussi 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.