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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
James Steffen (CRD# 2342473) is an Investment Advisor Representative working at Trott Brook Financial in Anoka, MN and has over 31 years of experience in the finance industry. James Steffen 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 Stepanek (CRD# 2639592) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Andover, MN and has over 28 years of experience in the finance industry.
Roger Strege (CRD# 5636575) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Elk River, MN and has over 15 years of experience in the finance industry.
Kristin Strom (CRD# 5543423) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Minnetonka, MN and has over 14 years of experience in the finance industry.
Timothy Suchy (CRD# 6285501) is an Investment Advisor Representative working at Edward Jones in Big Lake, MN and has over 10 years of experience in the finance industry.
Scott Summerbell (CRD# 4210543) is an Investment Advisor Representative working at Edward Jones in Ham Lake, MN and has over 23 years of experience in the finance industry.
Michael Sundsmo (CRD# 5336382) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Anoka, MN and has over 17 years of experience in the finance industry. Michael Sundsmo 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.
Alex Sutherland (CRD# 6121076) is an Investment Advisor Representative working at Lpl Financial LLC in Coon Rapids, MN and has over 11 years of experience in the finance industry.
Bobby Swoboda (CRD# 4886197) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Saint Michael, MN and has over 19 years of experience in the finance industry.
Shannon Taggart (CRD# 4213523) is an Investment Advisor Representative working at Commonwealth Financial Network in Blaine, MN and has over 23 years of experience in the finance industry.