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Distance Only Rochester, MN
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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
William McGuire (CRD# 1065834) is an Investment Advisor Representative working at Tag Wealth Advisors in Rochester, MN and has over 26 years of experience in the finance industry.
Jesse Meehan (CRD# 4770455) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Rochester, MN and has over 19 years of experience in the finance industry. Jesse Meehan 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.
Peter Melsness (CRD# 5130671) is an Investment Advisor Representative working at Superior Financial, LLC in Rochester, MN and has over 18 years of experience in the finance industry. Peter Melsness 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.
Paul Miller (CRD# 5485491) is an Investment Advisor Representative working at Mml Investors Services, LLC in Rochester, MN and has over 16 years of experience in the finance industry.
Jill Minette (CRD# 4875407) is an Investment Advisor Representative working at Prudential Financial Planning Services in Rochester, MN and has over 19 years of experience in the finance industry.
John Modry (CRD# 4808330) is an Investment Advisor Representative working at Straight Talk Financial Advisors in Rochester, MN and has over 20 years of experience in the finance industry. John Modry 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.
Peter Moeschler (CRD# 4297175) is an Investment Advisor Representative working at Mariner Wealth in Rochester, MN and has over 23 years of experience in the finance industry.
Kaitlyn Monson (CRD# 6122593) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Rochester, MN and has over 8 years of experience in the finance industry.
Terry Nelson (CRD# 709711) is an Investment Advisor Representative working at Geneos Wealth Management, Inc. in Rochester, MN and has over 43 years of experience in the finance industry. Terry Nelson 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.
Mikael Newman (CRD# 1001440) is an Investment Advisor Representative working at Lpl Financial LLC in Rochester, MN and has over 42 years of experience in the finance industry. Mikael Newman 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.