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Financial Consultants in Lakeville, MN

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Here is a complete list of nearly all professional Financial Consultants in Lakeville, MN.

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23 results found

Jeffrey Paterson Lakeville, MN

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentCapital Markets ProfessionalSenior ManagerVice PresidentOperations ManagerChief ExecutiveMaster of Business AdministrationBachelor of ArtsMathematicsMathematician

Experience & Education

Work

Company:
Self-employed
Company:
Oppenheimer & company - Minneapolis, MN
Financial advisor

Matthew Edwards Minneapolis, MN

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentFinance and Accounting SpecialistAccounting BookkeeperBookkeeperOperations ManagerDirector of OperationsControllerSales ManagerSecurityManagersSupport WorkerWellness and FitnessSales Executive

Experience & Education

Position:
Financial Advisor in Training at Edward Jones
Location:
Greater Minneapolis-St. Paul Area
Industry:
Financial Services
Work history:
Edward Jones - Lakeville, MNFinancial Advisor in Trainingsince Jul 2013LA Fitness - Burnsville, MNOperations ManagerMar 2013 - Jul 2013

Scot Kretzschmar Minneapolis, MN

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentCertified Nurse AideNurseNurse PractitionerFinance and Accounting SpecialistAccounting BookkeeperBookkeeperRepresentative

Experience & Education

Position:
Financial Consultant at Thrivent Financial for Lutherans
Location:
Greater Minneapolis-St. Paul Area
Industry:
Financial Services
Work history:
Thrivent Financial for Lutherans - Lakeville, MNFinancial Consultantsince Apr 2009Merck Executive Customer RepresentativeJul 1999 - Apr 2009

Anthony Mcneil Lakeville, MN

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales Agent

Experience & Education

Work

Company:
Think mutual bank - Edina, MN
Financial advisor
Company:
Edward jones investments - Burnsville, MN
Financial advisor

Jason Ahlgren Lakeville, MN

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentAccounting ClerkAccounting BookkeeperBookkeeperAnalystAnalysts

Experience & Education

Work

Company:
Ameriprise financial
Retirement planning specialist
Company:
Thrivent financial - Hudson, WI
Financial consultant

Nancy Bridger Lakeville, MN

Professions & Specialties

TellerFinancial ConsultantFinancial Services ProfessionalFinancial Services Sales Agent

Experience & Education

Work

Company:
Us federal credit union
Senior teller
Company:
Heartland credit union - Inver Grove Heights, MN
Financial consultant

June Kronenberger Minneapolis, MN

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentFinance and Accounting SpecialistAccounting BookkeeperBookkeeperStudent Worker

Experience & Education

Position:
Financial Advisor at Wells Fargo Advisors, LLC
Title:
Financial Advisor at Wells Fargo Advisors
Location:
Greater Minneapolis-St. Paul Area
Industry:
Financial Services
Work history:
Wells Fargo Advisors, LLC - Lakeville, MNFinancial Advisorsince Apr 2011US Bancorp Financial AdvisorJun 2002 - Apr 2011

Paul Bayer Minneapolis, MN

Professions & Specialties

Financial ConsultantCertified Financial PlannerFinancial Services ProfessionalFinancial Services Sales AgentPuchasing and Estimating ManagerChairpersonChief ExecutiveFinancial ManagerAnalystAnalystsFinance and Accounting SpecialistAccounting BookkeeperBookkeeper

Experience & Education

Position:
President and Chief Technical Analyst at PB.Bayer Capital, LLC
Location:
Greater Minneapolis-St. Paul Area
Industry:
Financial Services
Work history:
PB.Bayer Capital, LLC - Lakeville, MN 55044President and Chief Technical Analystsince Sep 2010Thrivent Financial for Lutherans - Lakeville, MN 55044Financial ConsultantOct 2003 - Sep 2010

Scott Maasch Lakeville, MN

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentManagerOperations ManagerDepartment SupervisorManagers

Experience & Education

Work

Company:
Ameriprise financial
Financial advisor
Company:
Island xtreme bowl
Bowling center manager

William Snyder Lakeville, MN

Professions & Specialties

Financial ConsultantBankerFinancial Services ProfessionalFinancial Services Sales AgentClient Service OfficerCustomer Service

Experience & Education

Work

Company:
Wells fargo advisors
Trading service rep ii
Company:
Wells fargo bank - Minneapolis, MN
Personal banker

Herb Kulenkamp Lakeville, MN

Professions & Specialties

Financial ConsultantBankerLoan OfficerFinancial Services ProfessionalFinancial Services Sales AgentLoan OfficersCounselorAdvisor

Experience & Education

Work

Company:
Merrill lynch
Financial advisor
Company:
G & h ventures real estate - Lakeville, MN
Consultant

Wendy Fettig Lakeville, MN

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentOncologistMedical Practice ProfessionalMedical PractitionerOffice AssistantOffice ClerkClerical Specialist

Experience & Education

Work

Company:
Northfield hospital
Emergency, diagnostic and oncology registrar, patient financial counselor
Company:
Sound sleep center
Office assistant

Joseph Reyerson Lakeville, MN

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentCounselorAdvisorTeam Member

Experience & Education

Work

Company:
Principal financial group
Financial advisor
Company:
Wells fargo home mortgage
Home mortgage consultant

Skills

Series 7, Series 63, Life Insurance & Health Insurance Licensed (MN, IA)

Corey Stich Minneapolis, MN

Professions & Specialties

Financial Services ProfessionalFinancial ConsultantBankerTellerFinancial Services Sales AgentInsurance agentChairpersonVice PresidentChief ExecutiveFinancial DirectorGeneral PartnerPartnerBusiness Unit ManagerBusiness Administration SpecialistOperations ManagerFinancial OfficerFinancial ManagerSports TrainerSports TrainersSupplierServices ProfessionalSales and Service SpecialistSales AgentSales RepresentativeFinance and Accounting SpecialistAccounting BookkeeperBookkeeperBachelor of Science

Experience & Education

Position:
President and Independent Insurance Agent / VP of Risk Management and Insurance Services at Oak...
Title:
President and Independent Insurance Agent / VP of Risk Management and Insurance Services 952-469-9261
Location:
Greater Minneapolis-St. Paul Area
Industry:
Insurance
Work history:
Oak Tree Insurance and Diversified Wealth Management - Lakeville, MNPresident and Independent Insurance Agent / VP of Risk Management and Insurance Servicessince May 2013American Family Insurance - Bloomington, MNInsurance AgentSep 2011 - May 2013
Skills:
Life Insurance, Insurance, Investments, Banking, Loans, Mortgage Lending, Strategic Financial...

Michelle Walston Minneapolis, MN

Professions & Specialties

Financial Services Sales AgentAccounting BookkeeperCertified Public AccountantChief AccountantTax AccountantBookkeeperAccount ManagerJuris DoctorFiduciaryTrust Law AttorneyLawyersDirector of OperationsOperations ManagerChief ExecutiveAdvisorAnalysts

Experience & Education

Position:
Senior Accountant at Cirdan Health Systems and Consulting
Title:
Accounting Professional, CPA (Inactive), JD
Location:
Greater Minneapolis-St. Paul Area
Industry:
Accounting
Work history:
Cirdan Health Systems and Consulting Senior Accountantsince Sep 2011Securian Trust Company - St. Paul, MNTax Accountant - Accountemps PositionJan 2011 - Apr 2011
Financial Consultant at Consultant

Daniel Thompson Minneapolis, MN

Professions & Specialties

Financial Services ProfessionalFinancial Services Sales AgentResearch AnalystResearch AssistantResearcherSurvey ResearcherHospital Care ProfessionalHealth ProfessionalHealth PractitionerStudent WorkerApprenticeCustomer ServiceClient Service OfficerContractorChief ExecutiveIndependent Business OwnersAccounting BookkeeperBookkeeper

Experience & Education

Position:
Senior Research Analyst at OptumInsight
Location:
Greater Minneapolis-St. Paul Area
Industry:
Hospital & Health Care
Work history:
OptumInsight Senior Research Analystsince Jan 2013Cargill - Cincinnati AreaCommodity Merchant InternMay 2012 - Aug 2012
Skills:
Strategic Planning, Business Strategy, Financial Analysis, Risk Management, Project Management,...
Financial Advisor Intern at Ameriprise Financial

Herb Kulenkamp Minneapolis, MN

Professions & Specialties

BankerFinancial Services ProfessionalFinancial Services Sales AgentSupporting MemberTeam MemberFinance and Accounting SpecialistAccounting BookkeeperBookkeeperSales RepresentativeProperty ManagerReal Estate ManagerChief ExecutiveMarketing ManagerField Marketing SpecialistMarketing Administrator

Experience & Education

Position:
Personal Banker at Wells Fargo, Brokerage Associate at Wells Fargo Advisors
Title:
Personal Banker at Wells Fargo
Location:
Greater Minneapolis-St. Paul Area
Industry:
Financial Services
Work history:
Wells Fargo - Shakopee, MNPersonal Bankersince Feb 2013Wells Fargo Advisors - Shakopee, MNBrokerage Associatesince Feb 2013
Financial Advisor at Merrill Lynch

Angela Pickit Minneapolis, MN

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentFinancial AnalystSharePoint AdministratorNetwork Systems AdministratorComputer Network ProfessionalNetwork AdministratorAnalystPlannerAnalysts

Experience & Education

Position:
Senior Financial Analyst at Lockheed Martin
Title:
Financial Analyst at Lockheed Martin IS&GS
Location:
Greater Minneapolis-St. Paul Area
Industry:
Defense & Space
Work history:
Lockheed Martin - Eagan, MNSenior Financial Analystsince Jul 2012Hearth & Home Technologies - Lakeville, MNSenior Financial AnalystFeb 2012 - Jun 2012
Skills:
Financial Analysis, Proposal Analysis, Contract Negotiation, DCAA, Process Scheduler, Business...
Financial Advisor at Prudential Securities

James Jansen Lakeville, MN

Professions & Specialties

Financial Services Sales AgentSupervisorManagersDirector of OperationsOperations Manager

Experience & Education

Work

Company:
Blue cross blue shield of minnesota - Eagan, MN
Supervisor, local claims and adjustments
Company:
Fairview ridges hospital - Burnsville, MN
Business operations supervisor, registration and insurance specialist

Lee West Minneapolis, MN

Professions & Specialties

Financial Services ProfessionalFinancial Services Sales AgentOwnerTreasurerChief ExecutiveFinancial OfficerFinancial ManagerMaster of Business AdministrationConstruction

Experience & Education

Position:
Accountant at West Accounting Services, PLLC, Treasurer at Christiania Lutheran Church
Title:
Owner at West Accounting Services, PLLC
Location:
Greater Minneapolis-St. Paul Area
Industry:
Accounting
Work history:
West Accounting Services, PLLC Accountantsince Jan 2010Christiania Lutheran Church - Lakeville, MNTreasurersince Nov 2011
Financial Advisor

Angela Klein Lakeville, MN

Professions & Specialties

Financial Services ProfessionalFinancial Services Sales AgentControllerFinancial DirectorFinancial OfficerFinancial ManagerHuman Resource ManagerRecruitmentOperations ManagerMaster of Business AdministrationBachelor of Business Administration

Experience & Education

Work

Company:
Robert half management resources
Consultant- controller/director of finance/human resource manager
Company:
College possible - Saint Paul, MN
Director of finance

Jennifer Altinsoy Lakeville, MN

Professions & Specialties

Financial Services ProfessionalFinancial Services Sales AgentBusiness Systems AnalystIT AnalystBusiness AnalystAnalystAnalystsSoftware DevelopersDirector of OperationsOperations ManagerTeaching AssistantEducational Assistant TeacherEducation ProfessionalInstructorBachelor of Arts

Experience & Education

Work

Company:
Thomson reuters
Sr. business systems analyst
Company:
Quantum retail - Minneapolis, MN
Support application, qa and business analyst

Anthony Schiller Lakeville, MN

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentProduce ManagerProduction ManagerBusiness Intelligence ProfessionalBusiness ConsultantAdvisorAccount RepresentativeClient Service OfficerBachelor of ArtsNetwork Systems AdministratorComputer Network ProfessionalNetwork AdministratorDatabase Administration ProfessionalDatabase AdministratorConstruction SpecialistConstruction LaborerCustomer Service

Experience & Education

Work

Company:
Mdi achieve
Senior product manager
Company:
Mdi achieve
Product manager business intelligence

Skills

Advanced MS Office skills, Microsoft Dynamics CRM, OneNote, Visio, HEAT, SharePoint, Salesforce,...


Financial Consultants near Lakeville, MN08261,6522,4783,3044,130MinneapolisSaint PaulHopkinsBurnsvillePrior LakeSouth Saint PaulFarmingtonDundasVermillion



Financial Consultants around Lakeville, MN

Burnsville  (34)
Dundas  (1)
Farmington  (7)
Hopkins  (100)
Minneapolis  (4,126)
Prior Lake  (30)
Saint Paul  (295)

Financial Consultants in Minnesota

Sub-specializations

Financial Consultant  (23)
Funder  (3)