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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
Todd Grace (CRD# 5787029) is an Investment Advisor Representative working at Edward Jones in Rosemount, MN and has over 13 years of experience in the finance industry.
Jason Laube (CRD# 4795340) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Rosemount, MN and has over 19 years of experience in the finance industry.
Jeremy Oliver (CRD# 2765241) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Rosemount, MN and has over 27 years of experience in the finance industry.
James Poepl (CRD# 4789770) is an Investment Advisor Representative working at Vermillion Wealth Management Inc. in Rosemount, MN and has over 19 years of experience in the finance industry.
Frank Rezack (CRD# 2458612) is an Investment Advisor Representative working at Bfc Planning, Inc. in Rosemount, MN and has over 30 years of experience in the finance industry.
David Schmitz (CRD# 1287846) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Rosemount, MN and has over 39 years of experience in the finance industry.
Leah Theorin (CRD# 5755976) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Rosemount, MN and has over 11 years of experience in the finance industry.
Emily Trautwein (CRD# 6318937) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Burnsville, MN.
Timothy Bray (CRD# 1858477) is an Investment Advisor Representative working at Touchstone Advisors Inc. in Rosemount, MN and has over 32 years of experience in the finance industry.
Craig Dock (CRD# 5053583) is an Investment Advisor Representative working at Vermillion Wealth Management Inc. in Rosemount, MN and has over 18 years of experience in the finance industry. Craig Dock 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.