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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
Amanda Petri (CRD# 4567089) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Minneapolis, MN and has over 8 years of experience in the finance industry.
Taylor Ploss (CRD# 6633470) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Minnetonka, MN and has over 7 years of experience in the finance industry. Taylor Ploss 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.
Roger Pogorelc (CRD# 3084918) is an Investment Advisor Representative working at Efs Advisors in Cambridge, MN and has over 15 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.
James Quandt (CRD# 1885341) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Minnetonka, MN and has over 35 years of experience in the finance industry. James Quandt 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.
Jeffrey Raiche (CRD# 6542872) is an Investment Advisor Representative working at Edward Jones in Albertville, MN and has over 8 years of experience in the finance industry.
Jordan Redepenning (CRD# 6657511) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Elk River, MN and has over 6 years of experience in the finance industry.
Mitchel Rehbine (CRD# 4190997) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Forest Lake, MN and has over 23 years of experience in the finance industry.
Peter Reiner (CRD# 3097984) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Elk River, MN and has over 25 years of experience in the finance industry.