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Certified Financial Planners in Minnesota

Certified Financial Planners in Duluth, MN

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7 results found

Scott Wallschlaeger Duluth, MN

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Vice President • Financial Manager • Chief Executive • Advisor • Certified Nurse Aide • Nurse • Nurse Practitioner • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Vice President at Midwest Professional Planners, Ltd, Certified Financial Planner Practitioner TM...
Title:
Certified Financial Planner practitioner TM at MPPL Financial
Location:
Duluth, Minnesota Area
Industry:
Financial Services
Work history:
Midwest Professional Planners, Ltd - Duluth, Minnesota AreaVice Presidentsince May 2012MPPL Financial - Duluth, Minnesota AreaCertified Financial Planner Practitioner TMsince May 2011
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Cheryl Haapoja Duluth, MN

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Owner • Director • Chief Executive • Financial Manager • Operations Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
CFP(r) at Ameriprise Financial Advisors
Title:
Owner, Cheryl Haapoja, CFP(r)
Location:
Duluth, Minnesota Area
Industry:
Financial Services
Work history:
Ameriprise Financial Advisors CFP(r)since May 1989Meyer Associates Telemarketing Director1984 - 1989
Skills:
Estate planning and business owner financial planning
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Chantal Regan Duluth, MN

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Certified Public Accountant • Accounting Bookkeeper • Bookkeeper • Financial Director • Manager • Financial Manager • Financial Officer • Operations Manager

Experience & Education

Work

Company:
Heavy cover, inc
Chief financial officer
Company:
Mcgladrey llp - Duluth, MN
Tax manager

Skills

Ten (10) years of public accounting and business experience. Strong QuickBooks knowledge,...
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William Foreman Duluth, MN

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Manager

Experience & Education

Position:
Certified Financial Planner at Endersbe Herron & Associates
Location:
Duluth, Minnesota Area
Industry:
Financial Services
Work history:
Endersbe Herron & Associates Certified Financial PlannerAmeriprise Financial Certified Financial Planner1986 - Jun 2010
Skills:
Retirement Planning, Investments, Estate Planning, Asset Allocation, Mutual Funds, Financial...
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Matthew Von Mosch Duluth, MN

Professions & Specialties

Information Technology Specialist • Technical Support Specialist • IT Specialist • Systems Support Specialist • Support Specialists • Administrative Associate • Administrative Clerk • Clerical Specialist • Chief Administrative Officer • Chief Executive • Software Developers • Technical Specialist • Technical Support Specialists • Student Worker

Experience & Education

Position:
Engineering Technical Assistant at LHB
Location:
Duluth, Minnesota Area
Industry:
Information Technology and Services
Work history:
LHB - Duluth, Minnesota AreaEngineering Technical Assistantsince Oct 2012A private CFP office - Duluth, Minnesota AreaAdministrative assistantMay 2004 - Oct 2012
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Jennifer Pontinen Duluth, MN

Professions & Specialties

Certified Financial Planner • Financial Services Professional • Financial Services Sales Agent • Puchasing and Estimating Manager • Business Consultant • Advisor • Bookkeeper • Leadership Think Tank • Analysts • Certified Public Accountant • Accounting Bookkeeper • Master of Business Administration • Bachelor of Business Administration • Financial Manager

Experience & Education

Position:
Bookkeeper for Small Businesses at Jennifer Pontinen Bookkeeping Services, Business Consultant at...
Title:
Business Consultant at UMD Center for Economic Development and Independent Bookkeeper
Location:
Duluth, Minnesota Area
Industry:
Higher Education
Work history:
Jennifer Pontinen Bookkeeping Services Bookkeeper for Small Businessessince Dec 2011University of Minnesota Business Consultantsince Mar 2007
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Chantal Regan Duluth, MN

Professions & Specialties

Puchasing and Estimating Manager • Financial Director • Owner • Financial Officer • Financial Manager • Chief Executive • Certified Public Accountant • Tax Preparer • Accounting Bookkeeper • Bookkeeper • Tax Accountant • Operations Manager • Student Worker • Higher Education Professional • School Administrator • Educational Manager

Experience & Education

Position:
Owner at Regan Tax and Accounting, L.L.C., CPA and CFO at HEAVY COVER
Title:
CFO at Heavy Cover and Practitioner at Regan Tax and Accounting, L.L.C.
Location:
Duluth, Minnesota Area
Industry:
Accounting
Work history:
Regan Tax and Accounting, L.L.C. - www.reganaccounting.comOwnersince Oct 2012HEAVY COVER - www.heavycoverinc.comCPA and CFOsince Oct 2006
Languages:
English, French
Certified Financial Planner
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