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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
Katherine Kangas (CRD# 5874807) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Alexandria, MN and has over 10 years of experience in the finance industry.
Rachel Kulzer (CRD# 7017129) is an Investment Advisor Representative working at Lpl Financial LLC in Albany, MN and has over 5 years of experience in the finance industry.
Matthew Larson (CRD# 5538838) is an Investment Advisor Representative working at Edward Jones in Alexandria, MN and has over 14 years of experience in the finance industry. Matthew Larson 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.
Nathaniel Larson (CRD# 4968574) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Alexandria, MN and has over 17 years of experience in the finance industry. Nathaniel Larson 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.
Scott Larson (CRD# 3199395) is an Investment Advisor Representative working at Edward Jones in Alexandria, MN and has over 24 years of experience in the finance industry.
Eric Loberg (CRD# 5409327) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Saint Cloud, MN and has over 9 years of experience in the finance industry.
Brett Maloney (CRD# 7011768) is an Investment Advisor Representative working at Focus Financial in Alexandria, MN and has over 5 years of experience in the finance industry. Brett Maloney 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.
William Ogdahl (CRD# 4061375) is an Investment Advisor Representative working at Avantax Advisory Services in Glenwood, MN and has over 24 years of experience in the finance industry.
Wendy Oksness (CRD# 5994599) is an Investment Advisor Representative working at Lpl Financial LLC in Alexandria, MN and has over 12 years of experience in the finance industry.
Mark Opp (CRD# 2502705) is an Investment Advisor Representative working at Lpl Financial LLC in Alexandria, MN and has over 29 years of experience in the finance industry.