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Financial Consultants in Minnesota

Financial Consultants in Lino Lakes, MN

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39 results found

Gary Peterson Minneapolis, MN

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Shop Manager • Sales Manager • Training and Development • Customer Service • Client Service Officer • Region Manager • Marketing Manager • Operations Manager • Recruitment • Retail Store Manager • Retail Sales Manager • Branch Manager • Field Marketing Specialist • Marketing Administrator • Business Administrator • Managers • Area Manager • Bachelor of Science • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Store Manager at Gordmans
Location:
Greater Minneapolis-St. Paul Area
Industry:
Retail
Work history:
Gordmans - Burnsville, MNStore Managersince Jun 2013Edward Jones - Blaine, MNFinancial AdvisorSep 2012 - Feb 2013
Full Profile

Nicole Anthony Minneapolis, MN

Professions & Specialties

Banker • Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Chief Executive Officer • Corporate Executive • Chief Executive • Marketing Manager • Senior Online Leader • Advertising Professional • Internet Marketing Manager • Web Marketer • Advertising Sales Agent • Entrepreneur • Managers

Experience & Education

Position:
Web Design and Online Marketing Entrepreneur at TheSiteEdge
Title:
CEO at TheSiteEdge
Location:
Greater Minneapolis-St. Paul Area
Industry:
Marketing and Advertising
Work history:
TheSiteEdge - Golden Valley, MNWeb Design and Online Marketing Entrepreneursince Jul 2012Wells Fargo Bank, NA/ Wells Fargo Advisors - Ridgedale, MinnetonkaLicensed Personal BankerJun 2010 - Jul 2012
Financial Advisor
Full Profile

Derick Kelly Lino Lakes, MN

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Work

Company:
Five star financial resources
Sell investment products, financial plans and insurance over the phone and in person
Company:
Ameriprise financial (aac)
Financial advisor
Full Profile

Bobbie Euler Minneapolis, MN

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Executive Vice President • Financial Director • Vice President • Chief Executive • Financial Officer • Financial Manager • Counselor • Advisor • Operations Manager

Experience & Education

Position:
Executive Vice President/CFO at First Resource Bank
Location:
Greater Minneapolis-St. Paul Area
Industry:
Banking
Work history:
First Resource Bank - Lino Lakes, MNExecutive Vice President/CFOsince 2011Fortune 1000 Companies across Operations, Finance and Technology Financial/Operations Consultant2008 - 2011
Skills:
Financial Analysis, Process Improvement, Operations Management, P&L Management, Internal...
Full Profile

Aaron Swartz Minneapolis, MN

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Chairperson • Chief Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Counselor • Fundraiser • Fundraising Officer • Advisor

Experience & Education

Position:
Financial Advisor at Ameriprise Financial, President at Blaine/Ham Lake Rotary Club
Title:
Financial Advisor, Ameriprise Financial, Inc.
Location:
Greater Minneapolis-St. Paul Area
Industry:
Financial Services
Work history:
Ameriprise Financial - Twin Cities Metro AreaFinancial Advisorsince Sep 2002Blaine/Ham Lake Rotary Club - Blaine, MNPresidentsince Jul 2012
Skills:
401k Rollovers, Roth IRA Conversions, Retirement Planning, Investments, Estate Planning, Education...
Full Profile

Staci Murphy Lino Lakes, MN

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Account Service Manager • Client Service Officer • Supporting Member • Service Operations Expert • Team Member • Accounting Analyst • Financial Analyst • Operations Manager • Customer Service

Experience & Education

Work

Company:
Rychley tax & financial services
Financial advisor
Company:
Prestige wealth management - Lake Elmo, MN
Paraplanner
Full Profile

Dave Drolson Lino Lakes, MN

Professions & Specialties

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

Experience & Education

Position:
Financial Advisor at Ameriprise Financial, Financial Advisor at Ameriprise Financial
Title:
Financial Advisor, Ameriprise Financial Services, Inc.
Location:
Forest Lake, Minnesota
Industry:
Financial Services
Work history:
Ameriprise Financial - Forest Lake, MNFinancial Advisorsince Jun 1993Ameriprise Financial Financial Advisorsince 1993
Full Profile

Rory Cardinal Minneapolis, MN

Professions & Specialties

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

Experience & Education

Position:
Financial Professional at AXA Equitable
Title:
Financial Consultant at AXA Equitable AXA Advisors LLC
Location:
Greater Minneapolis-St. Paul Area
Industry:
Financial Services
Work history:
AXA Equitable - 3550 Lexington Ave N Suite 102, Shoreview, MN 55126Financial Professionalsince Jun 2010The Hitching Post - FridleySales RepApr 2009 - Aug 2009
Full Profile

Joe Redpath Lino Lakes, MN

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Work

Company:
Ing u.s
Sr. internal life wholesaler
Company:
The knw group - Hopkins, MN
Financial advisor
Full Profile

Dan Coleman Lino Lakes, MN

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Work

Company:
Merrill lynch
Financial advisor
Full Profile

Jason Moehring Minneapolis, MN

Professions & Specialties

Certified Financial Planner • Financial Consultant • Puchasing and Estimating Manager • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Board Member • Financial Manager • Management Team Executive • Operations Manager

Experience & Education

Position:
Senior Financial Consultant, CFP at Thrivent Financial for Lutherans
Title:
Certified Financial Planner at Thrivent Financial for Lutherans
Location:
Greater Minneapolis-St. Paul Area
Industry:
Financial Services
Work history:
Thrivent Financial for Lutherans - Blaine, MNSenior Financial Consultant, CFPsince Dec 1993Emma B. Howe YMCA - Coon Rapids, MNCommunity Board MemberAug 2011 - Aug 2012
Full Profile

Chad Holtz Minneapolis, MN

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Vice President • Chief Executive

Experience & Education

Position:
Vice President - Senior Financial Advisor at US Bancorp Investments
Title:
Vice President - Senior Financial Advisor
Location:
Greater Minneapolis-St. Paul Area
Industry:
Investment Management
Work history:
US Bancorp Investments - 1 Village Parkway, Circle Pines MN 55014Vice President - Senior Financial Advisorsince Jul 1998
Full Profile

Deb Jivery Lino Lakes, MN

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Director • Operations Manager • Buyer • Buyer and Seller • Sales Representative • Business Administrator • Master of Business Administration • Bachelor of Science

Experience & Education

Work

Company:
Jade solutions inc
Sr. financial consultant
Company:
Lockheed martin manufacturing
Director of business

Skills

Financial Statement/General Ledger Reporting and Analysis, Budgeting and Planning, System...
Full Profile

Doug Hafner Minneapolis, MN

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Chairperson • Chief Executive

Experience & Education

Position:
Financial Consultant at Martin Business Investments, Inc
Title:
Martin Business Investments
Location:
Greater Minneapolis-St. Paul Area
Industry:
Automotive
Work history:
Martin Business Investments, Inc Financial Consultantsince Jan 2010Boundary Waters Bank - Blaine, MNBranch PresidentMar 2004 - Jan 2010
Full Profile

Bob Finnegan Minneapolis, MN

Professions & Specialties

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

Experience & Education

Position:
Vice President Client Relations at Fintegra, Financial Advisor at Finnegan Investment Services
Title:
Vice President Client Relations at Fintegra
Location:
Greater Minneapolis-St. Paul Area
Industry:
Financial Services
Work history:
Fintegra - MinneapolisVice President Client Relationssince May 2013Finnegan Investment Services - Blaine, MNFinancial Advisorsince Jan 2004
Full Profile

Jane Johnson Lino Lakes, MN

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Accounting Bookkeeper • Bookkeeper • Director • Operations Manager

Experience & Education

Work

Company:
Walker methodist senior services - Minneapolis, MN
Director of accounting
Company:
Health dimensions group - Minnetonka, MN
Financial consultant

Skills

Business Assessments, Internal Auditing, Reconciliations, Journal Entries, Mfg. Cost Accounting,...
Full Profile

David Brenne Lino Lakes, MN

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Financial Director • Vice President • Financial Officer • Financial Manager • Chief Executive • Operations Manager • Controller

Experience & Education

Work

Company:
The lutheran home association
Financial consultant
Company:
Board of trustees
Vice president and chief financial officer
Full Profile

Jared Taggart Lino Lakes, MN

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Mortgage Broker • Mortgage Specialist • Loan Officers • Solutions Advisor • Advisor • Business Administrator • Area Manager • Managers • Bachelor of Arts • Operations Manager

Experience & Education

Work

Company:
Ameriprise financial
Financial advisor
Company:
Jared taggart consulting
Lead technology consultant
Full Profile

David Pope Lino Lakes, MN

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Counselor • Advisor • Non-Profit • Education Professional • Special Education Professors

Experience & Education

Work

Company:
Ameriprise financial services
Financial advisor
Company:
Avenet
Consultant
Full Profile

Kent Fischer Lino Lakes, MN

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Account Representative • Client Service Officer • Customer Service

Experience & Education

Work

Company:
Comcast
Executive account representative
Company:
Transamerica retirement management
Financial advisor
Full Profile

Shari Mclagan Lino Lakes, MN

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Administrative Associate • Administrative Clerk • Clerical Specialist • Posting Clerk • Biller

Experience & Education

Work

Company:
Financial dimensions group
Administrative assistant to independent financial advisor
Company:
Frandsen financial corporation - Arden Hills, MN
Lead statement processor
Full Profile

Elizabeth Gallagher Lino Lakes, MN

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Coordinator • Managers • Operations Manager

Experience & Education

Work

Company:
Fresenius medical care - central admissions office - Greenwood Village, CO
Patient intake coordinator
Company:
Regions hospital - Saint Paul, MN
Financial counselor
Full Profile

James Sanders Lino Lakes, MN

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Financial Planning Analyst • Accounting Analyst • Financial Analyst • Bookkeeper

Experience & Education

Work

Company:
Optumhealth
Financial consultant/senior finance analyst
Company:
Supervalu inc
Senior finance analyst
Full Profile

Benjamin Spaniol Minneapolis, MN

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Business Analyst • Counselor • Investor • Analyst • Analysts • Advisor • Associate Program • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Representative • Bachelor of Arts • Tax Accountant • Baseball Coach • Sports Game Coach • Information Technology Specialist • IT Specialist • Chief Executive • Student Worker

Experience & Education

Position:
Business Analyst - Consultant at Genesis10, Business Analyst at Wells Fargo Home Mortgage
Title:
Business Analyst - Consultant at Genesis 10
Location:
Greater Minneapolis-St. Paul Area
Industry:
Retail
Work history:
Genesis10 - Greater Minneapolis-St. Paul AreaBusiness Analyst - Consultantsince Jul 2012Wells Fargo Home Mortgage - Greater Minneapolis-St. Paul AreaBusiness Analystsince Jul 2012
Skills:
Research, Analysis, Tax, Finance, QuickBooks, Customer Service, Retail, Management, Human...
Financial Advisor at Laraway Financial Advisors
Full Profile

Matt Mead Minneapolis, MN

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Controller • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Designers • Partner • Chief Executive • Business Consultant • Advisor • Independent Business Owners • Operations Manager • Contractor • Equipment Tools Purchasing Agent • Department Store Salesperson • Retail Professional • Retail Salesperson

Experience & Education

Position:
Controller at Designer Sign Systems
Title:
Controller - Designer Sign Systems
Location:
Greater Minneapolis-St. Paul Area
Industry:
Financial Services
Work history:
Designer Sign Systems - Blaine, MNControllersince Sep 2012Self-employed - Greater Minneapolis-St. Paul AreaIndependent Business ConsultantFeb 2011 - Sep 2012
FINANCIAL CONSULTANT at Salo LLC and Baker Tilly S..
Full Profile

Michelle Shabaga Lino Lakes, MN

Professions & Specialties

Banker • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Work

Company:
Wells fargo
Phone banker
Company:
Co-operative superannuation society pension plan - Saskatoon, SK
Investment officer
Full Profile

Bryan Lippincott Lino Lakes, MN

Professions & Specialties

Sales Representative • Sales Agent • Baseball Player • Athletes

Experience & Education

Work

Company:
Graffco inc.
Sales representative
Company:
Washington nationals
Minor league baseball player
Full Profile

Matthew Steffens Minneapolis, MN

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Senior Advisor • Advisor • Counselor • Office Assistant • Office Clerk • Clerical Specialist • Operations Manager • Director of Operations • Underwriter • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Senior Consultant at LeClair
Title:
Senior Consultant - Health & Welfare
Location:
Greater Minneapolis-St. Paul Area
Industry:
Insurance
Work history:
LeClair - Woodbury, MNSenior Consultantsince Dec 2012Landmark Insurance Services - Forest Lake, MNSenior ConsultantSep 2008 - Nov 2012
Certifications:
MN Accident & Health, Life, Minnesota Department of Commerce
2013 - Marketing Medicare Advantage and Part D Prescription Drug Plans, AHIP - America's Health Insurance Plans
Full Profile

Luke Rekucki Lino Lakes, MN

Professions & Specialties

Counselor • Leader • Advisor • Managers • Assistant Branch Manager • Partner • Business Unit Manager • Business Administration Specialist • Operations Manager • Chief Executive • Builder • Construction Specialist • Construction Laborer

Experience & Education

Work

Company:
Wells fargo financial
Sales development consultant
Company:
Wells fargo financial - Coon Rapids, MN
Assistant branch manager

Skills

Territory Sales and Account Management, Strategic Planning, Relationship Management, Consumer and...
Full Profile

Michael Graf Lino Lakes, MN

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Director • Operations Manager • Vice President • Manager • Chief Executive • Business Consultant • Supporting Member • Team Member • Advisor • Master of Business Administration • Bachelor of Science

Experience & Education

Work

Company:
Trademonster
Director - sales & business development
Company:
Optionmonster media
Director - strategy & business development

Skills

Business Development, Strategic Planning, Relationship Management, Product Development &...
Full Profile

Musa Keita Lino Lakes, MN

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Financial Analyst • Business Analyst • Analyst • Analysts • Controller • Business Administrator • Office Clerk • Clerical Specialist • Master of Business Administration • Bachelor of Science • Operations Manager

Experience & Education

Work

Company:
Syngenta seeds
Business analyst
Company:
Oakwood insurance agency - Brooklyn Park, MN
Independent insurance agent

Skills

Advanced Excel and Access, Cognos Finance, Hyperion Essbase, Working ability to query SQL databases
Full Profile

Stacie Counihan Lino Lakes, MN

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Supervisor • Logistics Supervisor • Managers • Logistician • Technician • Clerk • Technical Specialist • Technical Support Specialists • Clerical Specialist • Human Resources Specialist • Recruitment • Bachelor of Science • Master of Business Administration • Client Service Officer • Customer Service

Experience & Education

Work

Company:
Healthpartners - Arden Hills, MN
Business systems supervisor
Company:
Regions hospital - Saint Paul, MN
Patient logistics supervisor
Full Profile

Colleen Peppard Lino Lakes, MN

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Analyst • Analysts • Cashier • Client Service Officer • Operations Manager • Customer Service

Experience & Education

Work

Company:
Ikon office solutions
Legal document specialist
Company:
Park nicollet-methodist hospital - Saint Louis Park, MN
Technical analyst business services
Full Profile

Patrick Mack Lino Lakes, MN

Professions & Specialties

Counter Manager • Client Service Officer • Sales Representative • Construction • Customer Service

Experience & Education

Work

Company:
Allstar construction
Financial & customer service manager
Company:
Midwest roofing - Maple Grove, MN
Customer service & sales
Full Profile

Edward Clark Lino Lakes, MN

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Sales Manager • Sales Director • Advisor • Chief Executive • Marketing Manager • Branch Manager • Field Marketing Specialist • Marketing Administrator

Experience & Education

Work

Company:
Self employed
Investment banking
Company:
John hancock financial services
Independent advisor and sales manager
Full Profile

Mai Huynh Lino Lakes, MN

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Customer Service • Client Service Officer • Associate of Arts

Experience & Education

Work

Company:
Edina realty
Real estate agent
Company:
Edina realty
Customer service
Full Profile

Tonya Halpern Lino Lakes, MN

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Accounting Clerk • Accounting Bookkeeper • Bookkeeper • Bachelor of Science • Business Administrator • Project Managers • Operations Manager

Experience & Education

Work

Company:
Carlson holdings - Minnetonka, MN
Staff accountant
Company:
St. cloud state university - Saint Cloud, MN
Accounting student
Full Profile

Matt Kassera Lino Lakes, MN

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Sales Director • Manager • Sales Manager • Operations Manager • Supporting Member • Advisor • Team Member • Bachelor of Science • Sales Representative

Experience & Education

Work

Company:
Ameriprise financial
Regional sales director
Company:
Financial advice sales consulting
Manager
Full Profile

Lane Gehle Orono, MN

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Supporting Member • Team Member • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Technical Support Specialists • Student Worker

Experience & Education

Position:
Registered Client Associate at Merrill Lynch
Title:
Client Associate at Merrill Lynch
Location:
Wayzata, Minnesota
Industry:
Financial Services
Work history:
Merrill Lynch - Minneapolis, MNRegistered Client Associatesince Dec 2012Integrated Capital Group - 280 Minnetonka Boulevard, Wayzata, MN 55391AssociateJan 2012 - Nov 2012
Certifications:
FINRA Series 7: General Securities Representative
Series 66: Uniform Combined State Law
..of contact between clients and the financial advisor
Full Profile

Financial Consultants near Lino Lakes, MN08261,6522,4783,3044,130MinneapolisSaint PaulStillwaterSouth Saint PaulStacy


Financial Consultants around Lino Lakes, MN

Minneapolis  (4,126)
Saint Paul  (295)
Stacy  (2)
Stillwater  (14)

Financial Consultants in Minnesota

Sub-specializations

Financial Associate  (1)
Financial Consultant  (39)