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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
Jeffrey Morgan (CRD# 3012695) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Pel Rapids, MN and has over 23 years of experience in the finance industry.
Dustin Morris (CRD# 4710398) is an Investment Advisor Representative working at Lpl Financial LLC in Fergus Falls, MN and has over 20 years of experience in the finance industry.
Myron Roe (CRD# 2418135) is an Investment Advisor Representative working at Lpl Financial LLC in Perham, MN and has over 30 years of experience in the finance industry.
Justin Schroeder (CRD# 6636849) is an Investment Advisor Representative working at Edward Jones in Fergus Falls, MN and has over 7 years of experience in the finance industry. Justin Schroeder 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 Sorum (CRD# 6300898) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Pelican Rapids, MN and has over 10 years of experience in the finance industry.
Andrew Steidl (CRD# 2814607) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Parkers Prairie, MN and has over 22 years of experience in the finance industry.
Sam Steidl (CRD# 5125069) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Elbow Lake, MN and has over 17 years of experience in the finance industry. Sam Steidl 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.
Julius Stender (CRD# 5322712) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Fergus Falls, MN and has over 17 years of experience in the finance industry. Julius Stender 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.
Christopher Swanson (CRD# 6945097) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Fergus Falls, MN and has over 5 years of experience in the finance industry.
Brian Vatnsdal (CRD# 4707018) is an Investment Advisor Representative working at Edward Jones in Fergus Falls, MN and has over 20 years of experience in the finance industry.