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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
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.
Jaclyn Wangen (CRD# 6435811) is an Investment Advisor Representative working at Edward Jones in Austin, MN and has over 8 years of experience in the finance industry.
Thomas Wuertz (CRD# 2734554) is an Investment Advisor Representative working at Rbc Capital Markets, LLC in Austin, MN and has over 28 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.
Aaron Brack (CRD# 7368051) is an Investment Advisor Representative working at Edward Jones in Austin, MN and has over 2 years of experience in the finance industry.
Robert Brainard (CRD# 2988057) is an Investment Advisor Representative working at U.s. Bancorp Investments, Inc. in Austin, MN and has over 26 years of experience in the finance industry.
Britt Fossum (CRD# 7469843) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Austin, MN and has over 2 years of experience in the finance industry.
David Osborne (CRD# 7194892) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Northwood, IA and has over 3 years of experience in the finance industry.
Melvin Soderlund (CRD# 7373786) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Austin, MN and has over 2 years of experience in the finance industry.
Joshua Thoreson (CRD# 7321230) is an Investment Advisor Representative working at Prudential Financial Planning Services in Blooming Prairie, MN and has over 3 years of experience in the finance industry.