-
Distance Only Northfield, MN
-
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
Gregory Carlson (CRD# 1054375) is an Investment Advisor Representative working at Carlson Capital Management, LLC in Northfield, MN and has over 41 years of experience in the finance industry. Gregory Carlson 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.
Tristan Cox (CRD# 6266881) is an Investment Advisor Representative working at Wealth Span Capital Management in Northfield, MN and has over 10 years of experience in the finance industry. Tristan Cox 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.
Adam Evenson (CRD# 4656930) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Northfield, MN and has over 20 years of experience in the finance industry.
Richard Falck (CRD# 2129169) is an Investment Advisor Representative working at First Heartland Consultants, Inc. in Northfield, MN and has over 33 years of experience in the finance industry. Richard Falck 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.
Callie Geist (CRD# 6293240) is an Investment Advisor Representative working at Carlson Capital Management, LLC in Northfield, MN and has 1 year of experience in the finance industry. Callie Geist 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.
Andrew Hauskins (CRD# 4123755) is an Investment Advisor Representative working at Carlson Capital Management, LLC in Northfield, MN and has over 24 years of experience in the finance industry. Andrew Hauskins 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.
Adam Hoffmann (CRD# 6293141) is an Investment Advisor Representative working at Carlson Capital Management, LLC in Northfield, MN and has 1 year of experience in the finance industry. Adam Hoffmann 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.
Brenda Huot (CRD# 5961057) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Northfield, MN and has over 8 years of experience in the finance industry.
Alexander Klinkhammer (CRD# 6022544) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Northfield, MN and has over 10 years of experience in the finance industry. Alexander Klinkhammer 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.
Joseph Klinkhammer (CRD# 1391179) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Northfield, MN and has over 34 years of experience in the finance industry.