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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
Brian Peterson (CRD# 5592320) is an Investment Advisor Representative working at Endurance Financial Group in St. Paul, MN and has over 15 years of experience in the finance industry. Brian Peterson 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.
Clay Peterson (CRD# 6873272) is an Investment Advisor Representative working at Edward Jones in White Bear Lake, MN and has over 6 years of experience in the finance industry.
Rick Peterson (CRD# 6399746) is an Investment Advisor Representative working at Principal Securities, Inc. in Lake Elmo, MN and has over 9 years of experience in the finance industry.
Timothy Philippi (CRD# 2254560) is an Investment Advisor Representative working at Rbc Capital Markets, LLC in Stillwater, MN and has over 31 years of experience in the finance industry.
Donald Phillips (CRD# 1194732) is an Investment Advisor Representative working at Greater Midwest Financial Group, LLC in Saint Paul, MN and has over 40 years of experience in the finance industry. Donald Phillips 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.
Robert Phillips (CRD# 5692579) is an Investment Advisor Representative working at Greater Midwest Financial Group, LLC in Saint Paul, MN and has over 14 years of experience in the finance industry. Robert Phillips 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.
Mitchell Pierson (CRD# 6915347) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Little Canada, MN and has over 5 years of experience in the finance industry.
Daren Powers (CRD# 2768609) is an Investment Advisor Representative working at Avantax Advisory Services in New Richmond, WI and has over 26 years of experience in the finance industry.
David Pung (CRD# 2505537) is an Investment Advisor Representative working at Lions Wealth Management in Chisago City, MN and has over 30 years of experience in the finance industry.
David Purdy (CRD# 1822041) is an Investment Advisor Representative working at Lpl Financial LLC in Forest Lake, MN and has over 36 years of experience in the finance industry.