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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
David Clausen (CRD# 2800296) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Walker, MN and has over 27 years of experience in the finance industry. David Clausen 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.
Kyle Duclos (CRD# 6054222) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Walker, MN and has over 11 years of experience in the finance industry.
Derek Jensen (CRD# 6153845) is an Investment Advisor Representative working at Edward Jones in Walker, MN and has over 11 years of experience in the finance industry.
Andrea Johnson (CRD# 5174308) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Walker, MN and has over 11 years of experience in the finance industry.
Sheri Winter (CRD# 4528031) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Walker, MN and has over 20 years of experience in the finance industry.
Sarah Ashmore (CRD# 6134062) is an Investment Advisor Representative working at Edward Jones in Walker, MN and has over 7 years of experience in the finance industry.
John Martin (CRD# 4897424) is an Investment Advisor Representative working at Lpl Financial LLC in Park Rapids, MN and has over 19 years of experience in the finance industry. John Martin 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.
Daniel Pike (CRD# 6454034) is an Investment Advisor Representative working at Edward Jones in Park Rapids, MN and has over 7 years of experience in the finance industry.
Jay Pike (CRD# 4222701) is an Investment Advisor Representative working at Edward Jones in Park Rapids, MN and has over 23 years of experience in the finance industry.
Marsha Smith (CRD# 6258096) is an Investment Advisor Representative working at Lpl Financial LLC in Park Rapids, MN and has over 7 years of experience in the finance industry.