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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
John Patock (CRD# 6039302) is an Investment Advisor Representative working at Moloney Securities Asset Management LLC in Willmar, MN and has over 11 years of experience in the finance industry.
Caleb Paulson (CRD# 5085589) is an Investment Advisor Representative working at Wells Fargo Advisors in Willmar, MN and has over 18 years of experience in the finance industry. Caleb Paulson 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.
Aimee Peltier (CRD# 3222788) is an Investment Advisor Representative working at Wells Fargo Advisors in Willmar, MN and has over 24 years of experience in the finance industry.
Craig Popp (CRD# 4220103) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Willmar, MN and has over 22 years of experience in the finance industry.
Kenneth Quist (CRD# 4536966) is an Investment Advisor Representative working at Lpl Financial LLC in Willmar, MN and has over 21 years of experience in the finance industry.
James Rudnick (CRD# 5880426) is an Investment Advisor Representative working at Lpl Financial LLC in Willmar, MN and has over 12 years of experience in the finance industry.
Alec Saunders (CRD# 6130971) is an Investment Advisor Representative working at Lpl Financial LLC in Willmar, MN and has over 10 years of experience in the finance industry.
Nathan Scharlemann (CRD# 4686740) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Redwood Falls, MN and has over 20 years of experience in the finance industry.
Jennifer Shinn (CRD# 5945408) is an Investment Advisor Representative working at Edward Jones in Willmar, MN and has over 12 years of experience in the finance industry.
Matthew Smith (CRD# 6744923) is an Investment Advisor Representative working at Edward Jones in Redwood Falls, MN and has over 6 years of experience in the finance industry.