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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
Theresa Ryan (CRD# 7253616) is an Investment Advisor Representative working at Edward Jones in Forest Lake, MN and has over 3 years of experience in the finance industry.
Andrew Shuldheisz (CRD# 6543169) is an Investment Advisor Representative working at Larson Financial Group, LLC in Ramsey, MN and has over 6 years of experience in the finance industry.
Jacob Silverstein (CRD# 7277765) is an Investment Advisor Representative working at All Terrain Financial Advisors in Minneapolis, MN and has over 3 years of experience in the finance industry. Jacob Silverstein 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.
Sophey Stepanek (CRD# 7173233) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Forest Lake, MN and has over 2 years of experience in the finance industry.
Joseph Sullivan (CRD# 7677760) is an Investment Advisor Representative working at Creative Planning in Lino Lakes, MN and has 1 year of experience in the finance industry.
Daniel Terry (CRD# 7242221) is an Investment Advisor Representative working at Edward Jones in Cambridge, MN and has over 4 years of experience in the finance industry.
Rebecca Trethewey (CRD# 6469770) is an Investment Advisor Representative working at Efs Advisors in Cambridge, MN and has over 6 years of experience in the finance industry.
Luke Turnquist (CRD# 7313189) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Andover, MN and has over 3 years of experience in the finance industry.
Ross Udell (CRD# 7400804) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Coon Rapids, MN and has over 2 years of experience in the finance industry.
Douglas Wanous (CRD# 7381651) is an Investment Advisor Representative working at Efs Advisors in Cambridge, MN and has over 3 years of experience in the finance industry.