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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
Lauris Valtinson (CRD# 1360718) is an Investment Advisor Representative working at Valtinson Bruner Financial Planning in New Brighton, MN and has over 39 years of experience in the finance industry. Lauris Valtinson 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.
Isaac Vanloon (CRD# 4577940) is an Investment Advisor Representative working at Primerica Advisors in New Brighton, MN and has over 21 years of experience in the finance industry.
Thomas Vanyo (CRD# 453487) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in New Brighton, MN and has over 44 years of experience in the finance industry.
Joseph Westrup (CRD# 2027750) is an Investment Advisor Representative working at Osaic Wealth, Inc. in New Brighton, MN and has over 34 years of experience in the finance industry. Joseph Westrup 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.
Mark Wingerd (CRD# 2165999) is an Investment Advisor Representative working at Osaic Wealth, Inc. in New Brighton, MN and has over 32 years of experience in the finance industry. Mark Wingerd 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.
Julie Ziegler (CRD# 3218045) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in New Brighton, MN and has over 24 years of experience in the finance industry.
Jeffrey Brannon (CRD# 7281983) is an Investment Advisor Representative working at Commonwealth Financial Network in New Brighton, MN and has over 3 years of experience in the finance industry.
Pamala Cross (CRD# 5360172) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in New Brighton, MN and has over 16 years of experience in the finance industry.
Tanner Gosda (CRD# 7524073) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in New Brighton, MN and has 1 year of experience in the finance industry.
Samantha Huber (CRD# 6834806) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in New Brighton, MN and has over 5 years of experience in the finance industry.