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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
Jonathan Applebaum (CRD# 7055941) is an Investment Advisor Representative working at Morgan Stanley in Wayzata, MN and has over 5 years of experience in the finance industry.
Jennifer Arps (CRD# 4570639) is an Investment Advisor Representative working at Captrust in Wayzata, MN and has 1 year of experience in the finance industry. Jennifer Arps 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.
Gerald Asplund (CRD# 2043346) is an Investment Advisor Representative working at Lpl Financial LLC in Wayzata, MN and has over 30 years of experience in the finance industry. Gerald Asplund 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.
Justin Baker (CRD# 4200772) is an Investment Advisor Representative working at Rbc Capital Markets, LLC in Wayzata, MN and has over 23 years of experience in the finance industry.
Lizbeth Baker (CRD# 1056380) is an Investment Advisor Representative working at Rbc Capital Markets, LLC in Wayzata, MN and has over 41 years of experience in the finance industry.
Joshua Baltzer (CRD# 6868432) is an Investment Advisor Representative working at Wells Fargo Advisors in Wayzata, MN and has over 6 years of experience in the finance industry. Joshua Baltzer 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.
Glynne Bassi (CRD# 7042135) is an Investment Advisor Representative working at Morgan Stanley in Wayzata, MN and has over 5 years of experience in the finance industry. Glynne Bassi 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.
Lynn Bebeau (CRD# 4525688) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Wayzata, MN and has over 17 years of experience in the finance industry.
Judson Beeskau (CRD# 5413434) is an Investment Advisor Representative working at Prime Capital Investment Advisors, LLC in Wayzata, MN and has over 16 years of experience in the finance industry. Judson Beeskau 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.
Nicholas Beilfuss (CRD# 4810362) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Wayzata, MN and has over 18 years of experience in the finance industry.