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Financial Consultants in North Dakota

Financial Consultants in Fargo, ND

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123 results found

Thomas Heilman Fargo, ND

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Trader • Capital Markets Professional • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Sales Person • Equipment Tools Purchasing Agent • Sales Representative • Department Store Salesperson • Retail Professional • Retail Salesperson • Sales Executive • Commodities Clerk • Marketing Manager • Sales Manager • Managers • Software Developers

Experience & Education

Position:
Financial Advisor - Nomeland Heilman Group at Merrill Lynch
Location:
Fargo, North Dakota Area
Industry:
Financial Services
Work history:
Merrill Lynch - Fargo, North Dakota AreaFinancial Advisor - Nomeland Heilman Groupsince Aug 2011Synthes (DePuy Synthes - Johnson & Johnson Company) - Eastern North Dakota & Western MinnesotaSales Consultant - Trauma DivisionMar 2004 - Aug 2011
Skills:
Personal Financial Planning, Economics, Fixed Income, Stocks, Mutual Funds, Retirement Planning,...
Full Profile

Matthew Ask Fargo, ND

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Work

Company:
North american company
Internal wholesaler
Company:
Ask financial group - Fargo, ND
Financial advisor
Full Profile

Cindy Magnuson Fargo, ND

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Certified Nurse Aide • Nurse • Nurse Practitioner • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Sales and Service Specialist • Sales Agent • Sales Representative

Experience & Education

Position:
Financial Advisor at Edward Jones
Location:
Fargo, North Dakota Area
Industry:
Financial Services
Work history:
Edward Jones - Fargo, North Dakota and Moorhead, MN AreaFinancial Advisorsince Oct 2008Boston Scientific - North Dakota, South Dakota, Western & Central MinnesotaInterventional Sales SpecialistMay 2005 - Jan 2008
Skills:
Personal Financial Strategies, Retirement Planning, College Education Planning, 401k Rollovers,...
Full Profile

Jeff Maynard Fargo, ND

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Position:
Financial Advisor at Bank of the West
Location:
Fargo, North Dakota Area
Industry:
Banking
Work history:
Bank of the West Financial Advisor
Full Profile

Chad Johnson Fargo, ND

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Position:
Financial Advisor at Edward Jones
Location:
Fargo, North Dakota Area
Industry:
Investment Management
Work history:
Edward Jones Financial Advisor
Full Profile

Carrie Dahl Fargo, ND

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Hospital Care Professional • Health Professional • Health Practitioner • Technical Specialist • Technical Support Specialists

Experience & Education

Position:
Client Service Support at The Village Business Institute, Finance at MeritCare Health System
Title:
Client Service Support at The Village Business Institute
Location:
Fargo, North Dakota Area
Industry:
Hospital & Health Care
Work history:
The Village Business Institute Client Service Supportsince Mar 2010MeritCare Health System Financesince Sep 2007
Skills:
Social Services, Analysis
Patient Financial Counselor
Full Profile

Kim Douglas Fargo, ND

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Host

Experience & Education

Work

Company:
Morning show co
Host
Company:
Investment centers of america
Financial advisor
Full Profile

Kylie Mitchell Fargo, ND

Professions & Specialties

Banker • Financial Specialist • Financial Services Professional • Financial Consultant • Financial Services Sales Agent • Representative • PR and Communications Professional • Public Relations Professinal • Customer Service • Client Service Officer • Branch Manager • Field Marketing Specialist • Marketing Administrator • Marketing Manager

Experience & Education

Position:
Customer Care Representative at Forum Communications
Location:
Fargo, North Dakota Area
Industry:
Public Relations and Communications
Work history:
Forum Communications Customer Care Representativesince Jul 2013U.S. Bank - Fargo, North Dakota AreaPersonal BankerMar 2013 - Jul 2013
Full Profile

Scherling Fannie Fargo, ND

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Position:
Financial advisor at SCT ltd co.
Location:
Fargo, North Dakota Area
Industry:
Textiles
Work history:
SCT ltd co. Financial advisor
Full Profile

Chris Siverson Fargo, ND

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Partner • Chief Executive • Certified Nurse Aide • Nurse • Nurse Practitioner • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Financial Advisor / Partner at Great Plains Financial Group at Great Plains Financial Group
Title:
Financial Advisor / Partner at Great Plains Financial Group
Location:
Fargo, North Dakota Area
Industry:
Financial Services
Work history:
Great Plains Financial Group - 3050 Sienna Dr. S. Fargo, ND 58104Financial Advisor / Partner at Great Plains Financial Groupsince Jun 2009
Skills:
Strategic Financial Planning, Series 7, Retirement Planning, Investments, Fixed Annuities, Uniform...
Full Profile

Steven Gundersen Fargo, ND

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Volunteer • Non-Profit

Experience & Education

Position:
Financial Advisor at Thrivent Financial for Lutherans
Title:
Financial Advisior for Thrivent Financial
Location:
Fargo, North Dakota Area
Industry:
Financial Services
Work history:
Thrivent Financial for Lutherans Financial Advisorsince Oct 2006Forward Fergus Falls Champion for Riverwalk revival effortAug 2010 - Dec 2012
Full Profile

Agatha Johnson Fargo, ND

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Title:
Financial Advisor at Eide Bailly LLP
Location:
Fargo, North Dakota Area
Industry:
Accounting
Full Profile

Jon Steinhauer Fargo, ND

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Sales Representative • Sales Agent

Experience & Education

Position:
Financial Advisor at Edward Jones
Title:
Financial Advisor
Location:
Fargo, North Dakota Area
Industry:
Financial Services
Work history:
Edward Jones Financial Advisorsince Nov 2011Smith & Nephew Orthopaedics Endoscopy Sales RepresentativeMar 2009 - Nov 2011
Full Profile

Paul Meyers Fargo, ND

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Chairperson • Vice President • Chief Executive • Master of Science • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
President and Financial Advisor at Legacy Wealth Management
Title:
President and Financial Advisor for Legacy Wealth Management also: President: D. R. O. Productions, Inc.
Location:
Fargo, North Dakota Area
Industry:
Investment Management
Work history:
Legacy Wealth Management President and Financial Advisorsince Apr 2010Wealth Enhancement Group Vice President and Lead Financial Advisor, FargoAug 2008 - Apr 2010
Full Profile

Jefferson Maynard Fargo, ND

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Title:
Financial Advisor at Bank of the West
Location:
Fargo, North Dakota Area
Industry:
Banking
Full Profile

Bill Janson Fargo, ND

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • High School Teacher • Secondary School Teacher

Experience & Education

Position:
Financial Advisor at Ameriprise Financial Services, Inc.
Location:
Fargo, North Dakota
Industry:
Financial Services
Work history:
Ameriprise Financial Services, Inc. Financial Advisorsince Jun 1989Cretin-Derham Hall High School Teacher1985 - 1989
Full Profile

Michelle Feland Fargo, ND

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Branch Manager • Field Marketing Specialist • Marketing Administrator • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Marketing Manager • Lawyers • Advisor • Physical Education Professors

Experience & Education

Position:
Financial Advisor, RJFS at Raymond James Financial Services, Inc.
Title:
Experienced Financial Advisor and Branch Manager of Fargo Raymond James office
Location:
Fargo, North Dakota Area
Industry:
Financial Services
Work history:
Raymond James Financial Services, Inc. - Fargo, North Dakota AreaFinancial Advisor, RJFSsince 1995
Certifications:
Investment Management Consultant, Raymond James Institute of Investment Management Consulting
Accredited Investment Fiduciary Auditor, Center for Fiduciary Studies in Association with the University of Pittsbugh Joseph M. Katz Graduate of Business
Full Profile

Jp Stender Fargo, ND

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Certified Nurse Aide • Nurse • Nurse Practitioner • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Financial Consultant at Thrivent Financial for Lutherans
Location:
Fargo, North Dakota Area
Industry:
Financial Services
Work history:
Thrivent Financial for Lutherans Financial Consultantsince Jun 2007
Full Profile

Josh Bach Fargo, ND

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Partner • Director • Chief Executive • Operations Manager • Advisor • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Partner/Financial Advisor at Red River Financial Group
Title:
Partner at Red River Financial Group
Location:
Fargo, North Dakota
Industry:
Financial Services
Work history:
Red River Financial Group Partner/Financial Advisorsince Jun 2012Northwestern Mutual Financial Network Field DirectorMar 2002 - Jun 2012
Skills:
Insurance, Finance, Analysis, Investments, Leadership, Budgets, Life Insurance, Securities,...
Full Profile

Ann Schoenberg Fargo, ND

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Representative • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Student Worker

Experience & Education

Position:
Financial Representative at Cornerstone Financial Group
Location:
Fargo, North Dakota
Industry:
Financial Services
Work history:
Cornerstone Financial Group - Fargo, North Dakota AreaFinancial Representativesince Oct 2012Investment Centers of America - Fargo, North Dakota AreaFinancial AdvisorAug 2011 - Oct 2012
Skills:
Estate Planning, Retirement Planning, Life Insurance, Long-Term Care Insurance
Full Profile

Ben Ankrum Fargo, ND

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Supporting Member • Team Member • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Associate Financial Advisor at Ameriprise Financial Advisors
Location:
Fargo, North Dakota Area
Industry:
Financial Services
Work history:
Ameriprise Financial Advisors Associate Financial Advisorsince Oct 2007
Skills:
Series 7, Wealth Management, Insurance, Protection Planning/family Security, Retirement Planning,...
Full Profile

David Baxter Fargo, ND

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Manager • Operations Manager • Leader • Managers • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Agent • Sales Representative • Certified Nurse Aide • Nurse • Nurse Practitioner

Experience & Education

Position:
State Manager - North Dakota, Montana at PMA USA
Title:
State Manager -PMA USA (Washington National Company)
Location:
Fargo, North Dakota Area
Industry:
Insurance
Work history:
PMA USA - Fargo, North Dakota AreaState Manager - North Dakota, Montanasince Feb 2009AXA Advisors - Fargo, North Dakota AreaFinancial ConsultantJul 2006 - Dec 2008
Full Profile

Duane Hanson Fargo, ND

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Sales Representative • Sales Agent • Managers

Experience & Education

Position:
Financial Advisor at Mutual of Omaha, Sales Representative at Mutual of Omaha
Title:
Financial Advisor at Mutual of Omaha
Location:
Fargo, North Dakota Area
Industry:
Insurance
Work history:
Mutual of Omaha - Fargo NDFinancial Advisorsince Feb 2013Mutual of Omaha - Fargo NDSales Representativesince Mar 1994
Full Profile

Josh Cook Fargo, ND

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Door-to-Door Sales • Finance and Accounting Specialist • Accounts Payable • Accounts Payable Specialist • Accounting Bookkeeper • Bookkeeper • Owner • Chief Executive

Experience & Education

Position:
Financial Advisor at Edward Jones Investments
Title:
Financial Advisor at Edward Jones
Location:
Fargo, North Dakota Area
Industry:
Financial Services
Work history:
Edward Jones Investments Financial Advisorsince Sep 2006Express Press AccountantMar 2004 - Aug 2006
Full Profile

Tim Oehlke Fargo, ND

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Analyst • Analysts

Experience & Education

Position:
Financial Advisor at Edward Jones
Location:
Fargo, North Dakota Area
Industry:
Financial Services
Work history:
Edward Jones Financial AdvisorEcolab, Inc AnalystJun 2004 - Sep 2008
Full Profile

Marv Sawtell Fargo, ND

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Certified Nurse Aide • Nurse • Nurse Practitioner • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Financial Advisor at Northwestern Mutual
Location:
Fargo, North Dakota Area
Industry:
Financial Services
Work history:
Northwestern Mutual Financial Advisorsince Feb 1993
Full Profile

Paul Hensrud Fargo, ND

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • High School Math Teacher • High School Teacher • Secondary School Teacher

Experience & Education

Position:
Financial Advisor at Ameriprise Financial Services, Inc.
Title:
Financial Advisor at Ameriprise Financial Services, Inc
Location:
Fargo, North Dakota Area
Industry:
Financial Services
Work history:
Ameriprise Financial Services, Inc. Financial Advisorsince Jun 2006Fargo Public Schools High School Math TeacherAug 2006 - Jun 2008
Full Profile

Lissa Meyer Fargo, ND

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Advisor • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Advisor Assistant - full-time at Parker Vander Wal, Document Processing Specialist - part-time at...
Title:
Assistant to Financial Advisor
Location:
Fargo, North Dakota Area
Industry:
Financial Services
Work history:
Parker Vander Wal - Fargo, North Dakota AreaAdvisor Assistant - full-timesince Mar 2008Integreon - Fargo, North Dakota AreaDocument Processing Specialist - part-timesince Oct 2010
Full Profile

Jon Simmons Fargo, ND

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Financial Advisor at Edward Jones
Location:
Fargo, North Dakota Area
Industry:
Financial Services
Work history:
Edward Jones Financial Advisorsince 2008
Full Profile

Josh Harildstad Fargo, ND

Professions & Specialties

Banker • Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Sports Trainer • Sports Trainers • Customer Service • Client Service Officer • Retail Sales Representative • Retail Salesperson • Sales Representative • Business Administrator • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Shop Manager • Sales Manager • Operations Manager

Experience & Education

Position:
Business Solutions Rep. at Alltel Wireless
Title:
Business Solutions Specialist at Alltel Wireless
Location:
Fargo, North Dakota Area
Industry:
Wireless
Work history:
Alltel Wireless Business Solutions Rep.since Apr 2008Wells Fargo Bank Personal and Small Business BankerAug 2007 - Apr 2008
..with high end clients with their financial advisor with the bank
Full Profile

Mark Bibelheimer Fargo, ND

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Nurse • Nurse Practitioner

Experience & Education

Position:
Financial Consultant at AXA Advisors, LLC at AXA Advisors
Location:
Fargo, North Dakota Area
Industry:
Financial Services
Work history:
AXA Advisors Financial Consultant at AXA Advisors, LLCsince Jun 1973
Skills:
Retirement Planning, Business Financial Planning, Estate Transfer and Conservation, Variable and...
Full Profile

Mike Linster Fargo, ND

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Title:
Financial Advisor, Ameriprise Financial Services, Inc.
Location:
Fargo, North Dakota Area
Industry:
Financial Services
Full Profile

Angie Mccarthy Fargo, ND

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Title:
Senior Financial Advisor at Ameriprise Financial Services, Inc.
Location:
Fargo, North Dakota Area
Industry:
Financial Services
Full Profile

Michael Linster Fargo, ND

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Title:
Financial Advisor, Ameriprise Financial Services, Inc.
Location:
Fargo, North Dakota Area
Industry:
Financial Services
Full Profile

William Janson Fargo, ND

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Title:
Senior Financial Advisor at Ameriprise Financial Services, Inc.
Location:
Fargo, North Dakota Area
Industry:
Financial Services
Full Profile

Cindy Fason Fargo, ND

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Advisor • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
FINANCIAL CONSULTANT at AXA Advisors
Location:
Fargo, North Dakota Area
Industry:
Financial Services
Work history:
AXA Advisors FINANCIAL CONSULTANTsince Sep 1999
Full Profile

Scott Bye Fargo, ND

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Representative • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • School Principal • School Administrator • Educational Manager

Experience & Education

Position:
Financial Consultant at SDB Sports Management, Registered Representative at The O.N. Equity Sales...
Title:
at SDB Sports Management
Location:
Fargo, North Dakota Area
Industry:
Financial Services
Work history:
SDB Sports Management Financial Consultantsince Jan 1986The O.N. Equity Sales Company - The O.N. Equity Sales CompanyRegistered Representativesince Sep 1985
Full Profile

Tim Deitemeyer Fargo, ND

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Health Insurance Agent • Insurance Salesperson • Insurance Professional • Underwriter • Representative • Independent Contractor • Contractor • Independent Business Owners

Experience & Education

Position:
Financial Advisor at National Planning Corporation, Registered Representative at National Planning...
Title:
Life and Health Insurance Agent
Location:
Fargo, North Dakota Area
Industry:
Insurance
Work history:
National Planning Corporation Financial Advisorsince 2004National Planning Corporation Registered Representativesince May 1995
Full Profile

Francine French Fargo, ND

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Office Administrator • Operations Manager

Experience & Education

Position:
Paraplanner at Ameriprise Financial Services, Inc.
Title:
Paraplanner at Ameriprise Financial
Location:
Fargo, North Dakota
Industry:
Financial Services
Work history:
Ameriprise Financial Services, Inc. - Fargo, North Dakota AreaParaplannersince Sep 2011Edward Jones - Fargo, North Dakota AreaBranch Office AdministratorMar 2011 - Sep 2011
I assist my financial advisor in the areas of client appointme..
Full Profile

Jodi Toth Fargo, ND

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Receptionist • Front Desk Clerk • Front Office Receptionist • Hospital Care Professional • Health Professional • Health Practitioner • Physician • Pediatrician • Family Practitioner • General Practitioner

Experience & Education

Position:
Receptionist at Sanford Health
Location:
Fargo, North Dakota Area
Industry:
Hospital & Health Care
Work history:
Sanford Health ReceptionistLoma Linda University Medical Center Pediatric specialist and Financial CounselorAug 1999 - Oct 2005
Full Profile

Shane Talley Fargo, ND

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Information Technology Specialist • IT Specialist • Director of Business Development • Business Development Manager • Operations Manager • Accounting Bookkeeper • Bookkeeper • Department Store Salesperson • Retail Professional • Retail Salesperson

Experience & Education

Position:
Financial Advisor at Edward Jones
Location:
Fargo, North Dakota Area
Industry:
Information Technology and Services
Work history:
Edward Jones Financial Advisorsince Apr 2009Corporate Technologies Director of Business DevelopmentAug 2005 - Mar 2010
Full Profile

Carol Harrison Fargo, ND

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Financial Counselor at The Village Family Service Center
Title:
Financial Counselor
Location:
Fargo, North Dakota Area
Industry:
Financial Services
Work history:
The Village Family Service Center Financial Counselorsince Apr 2006Danya International Head Start Monitoring RewiewerDec 2004 - Apr 2006
Full Profile

Jason Middaugh Fargo, ND

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Supporting Member • Team Member • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Financial Consultant at Middaugh and Assoc., Financial Advisor at Middaugh and Assoc.
Title:
Financial Consultant at Middaugh and Assoc.
Location:
Fargo, North Dakota Area
Industry:
Financial Services
Work history:
Middaugh and Assoc. Financial Consultantsince May 1998Middaugh and Assoc. Financial Advisorsince May 1998
Full Profile

Jacki Maethner Fargo, ND

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Owner • Chief Executive

Experience & Education

Position:
Owner at Willow Financial Services, Financial Advisor at Willow Financial Services
Title:
Financial Advisor at Willow Financial Services
Location:
Fargo, North Dakota Area
Industry:
Investment Management
Work history:
Willow Financial Services OwnerWillow Financial Services Financial Advisorsince Oct 2007
Full Profile

Lance Freier Fargo, ND

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Trader • Capital Markets Professional • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Sales Manager • Sales Director

Experience & Education

Position:
Financial Advisor at Edward Jones
Location:
Fargo, North Dakota Area
Industry:
Financial Services
Work history:
Edward Jones Financial Advisorsince Nov 1995Southwestern Company Field Sales ManagerJan 1993 - Sep 1995
Full Profile

Matthew Carrier Fargo, ND

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Owner • Chief Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Analyst • Analysts

Experience & Education

Position:
Financial Advisor and Franchise Owner at Ameriprise Financial Services, Inc.
Title:
Financial Advisor | Franchise Owner
Location:
Fargo, North Dakota Area
Industry:
Financial Services
Work history:
Ameriprise Financial Services, Inc. Financial Advisor and Franchise Ownersince Oct 1997Target Merchandise AnalystJun 1996 - Sep 1997
Full Profile

Kent Fritze Fargo, ND

Professions & Specialties

Financial Services Professional • Financial Consultant • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Financial Advisor at North Star Resource Group
Title:
Independent Financial Services Professional
Location:
Fargo, North Dakota Area
Industry:
Financial Services
Work history:
North Star Resource Group Financial Advisorsince Aug 2005
Full Profile

Matthew Johnson Fargo, ND

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Financial Advisor at UBS Wealth Management
Location:
Fargo, North Dakota Area
Industry:
Financial Services
Work history:
UBS Wealth Management Financial Advisorsince Nov 2007
Full Profile

Molly O'shaughnessy Fargo, ND

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Financial Advisor at Merrill Lynch Wealth Management, Bank of America Corporation
Title:
Financial Advisor
Location:
Fargo, North Dakota Area
Industry:
Financial Services
Work history:
Merrill Lynch Wealth Management, Bank of America Corporation Financial Advisorsince May 2010
Languages:
English
Certifications:
Chartered Retirement Planning Counselor, College For Financial Planning
Personal Investment Advisor, Merrill Lynch Internal
Full Profile

Lynelle Lindemyer Fargo, ND

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Manager • Operations Manager • Wellness and Fitness • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Circulation Manager at Swanson Health Products
Location:
Fargo, North Dakota Area
Industry:
Health, Wellness and Fitness
Work history:
Swanson Health Products Circulation Managersince Aug 2004Waddell & Reed Financial AdvisorJun 2002 - Aug 2004
Full Profile


Financial Consultants near Fargo, ND012345MoorheadLake ParkWahpetonMayville