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Financial Consultants in Minnesota

Financial Consultants in Rochester, MN

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121 results found

Tammy Bachman Rochester, MN

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Client Service Officer • Coordinator • Managers • Accounting Technician • Accounting Bookkeeper • Bookkeeper • Bachelor of Science • Associate of Arts • Chief Administrative Officer • Chief Executive • Property Manager • Real Estate Manager

Experience & Education

Work

Company:
Edina realty title
Escrow title closer
Company:
Mayo clinic - Rochester, MN
Financial counselor/dialer

Skills

Over 15 Years of Diversified Financial Industry Experience in Real Estate closings
Residential...
Full Profile

Michelle Dobson Rochester, MN

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Judicial Law Clerk • Judge • Cook • Law Specialist • Document Reviewer • Lawyer • Government Administration Professional • Researcher • Survey Researcher • Psychology Specialist • Community Service Manager

Experience & Education

Position:
Financial Advisor at Edward Jones
Location:
Rochester, Minnesota
Industry:
Financial Services
Work history:
Edward Jones - Rochester, Minnesota AreaFinancial Advisorsince Jun 2013Circuit Court of Cook County - Chicago, IllinoisJudicial Law ClerkAug 2012 - Mar 2013
Skills:
Legal Research, Westlaw, Legal Writing
Languages:
Spanish
Full Profile

Matthew Bartley Rochester, MN

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Sales Agent • Sales Representative • Financial Analyst • Technician • Membership Advisor • Advisor • Technical Specialist • Technical Support Specialists • Bachelor of Science • Customer Service

Experience & Education

Work

Company:
Feder prairie seed co
Company:
Self-employed
Insurance and investment sales - financial consultant
Full Profile

Janet Busby Rochester, MN

Professions & Specialties

Financial Consultant • Trader • Capital Markets Professional • Financial Services Professional • Financial Services Sales Agent • Business Manager • Counselor • Advisor • Certified Nurse Aide • Nurse • Nurse Practitioner • Consumer Goods Professional • Commodities Clerk • Operations Manager • Sales Manager • Chief Executive

Experience & Education

Title:
Experienced Business Manager searching for an opportunity
Location:
Rochester, Minnesota Area
Industry:
Consumer Goods
Work history:
Budget Lighting, Inc. - Greater Minneapolis-St. Paul AreaLighting ConsultantSep 2012 - May 2013Ameriprise Financial Services, Inc. Financial AdvisorAug 2011 - Oct 2012
Full Profile

Bruce Fish Rochester, MN

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Chief Executive Officer • Owner • Corporate Executive • Chief Executive • Licensed Real Estate Broker • Property Manager • Real Estate Manager

Experience & Education

Position:
CEO at BDF Enterprises Inc., Owner at BDF Properties LLC, Financial Advisor at BDF Financial LLC
Title:
CEO BDF Enterprises Inc.
Location:
Rochester, Minnesota Area
Industry:
Wholesale
Work history:
BDF Enterprises Inc. CEOsince Dec 2001BDF Properties LLC Ownersince Jan 2008
Full Profile

Christian Engebretson Rochester, MN

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Survey Researcher

Experience & Education

Work

Company:
Edward jones - Rochester, MN
Financial advisor in training
Company:
Best buy - Ames, IA
Customer specialist
Full Profile

Tracy Schar Rochester, MN

Professions & Specialties

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

Experience & Education

Title:
Financial Advisor
Location:
Rochester, Minnesota Area
Industry:
Retail
Full Profile

Joleen Mainz Rochester, 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 • Representative • Advisor • Partner • Financial Manager • Chief Executive

Experience & Education

Position:
Certified Financial Planner™ at Park Avenue Securities / Foster Klima & Co., LLC,...
Title:
A Philosophy of Caring --- Hegland Mainz Financial Services
Location:
Rochester, Minnesota Area
Industry:
Financial Services
Work history:
Park Avenue Securities / Foster Klima & Co., LLC Certified Financial Planner™since 2000Foster Klima & Company / Guardian Insurance Company Representativesince 2000
Registered Representative and Financial Advisor of Park Avenue Securities
Full Profile

Sandi Amundson Rochester, MN

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Independent Contractor • Contractor • Conservator • Lawyer • Independent Business Owners • Managers • Administrative Clerk • Clerical Specialist • Office Clerk • Judicial Law Clerk • Government Administration Professional • Hospital Care Professional • Health Professional • Health Practitioner • Chief Executive • Community Service Manager

Experience & Education

Position:
Revenue Enhancement Specialist at Olmsted County Minnesota, Freelance Financial Consultant at Self...
Title:
Revenue Enhancement Specialist at Olmsted County Minnesota
Location:
Rochester, Minnesota
Industry:
Government Relations
Work history:
Olmsted County Minnesota Revenue Enhancement Specialistsince May 2011Self Employed Freelance Financial Consultantsince Nov 2010
Full Profile

Mark Frakes Rochester, MN

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Title:
Financial Advisor at Edward Jones
Location:
Rochester, Minnesota Area
Industry:
Investment Management
Full Profile

Dianna Robinson Rochester, MN

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Relationship Manager • Client Service Officer • Account Service Manager • Customer Service • Operations Manager • Accounting Bookkeeper • Bookkeeper • Health Professional • Health Practitioner

Experience & Education

Position:
Relationship Manager, Private Client Group at US Bank
Title:
Relationship Manager - Private Client Group - US Bank
Location:
Rochester, Minnesota Area
Industry:
Banking
Work history:
US Bank Relationship Manager, Private Client Groupsince Jan 2010Merrill Lynch Investment Managers Financial AdvisorJun 2007 - Feb 2009
Full Profile

David Swenson Rochester, MN

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Co-Owner • Owner • Chief Executive • Advisor • Representative • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Financial Advisor at Herzog Swenson Advisor Group
Title:
Co-Owner, Herzog Swenson Advisor Group
Location:
Rochester, Minnesota Area
Industry:
Financial Services
Work history:
Herzog Swenson Advisor Group Financial Advisorsince May 1987Lutheran Brotherhood District RepresentativeMay 1987 - Sep 2001
Full Profile

Daryl Schulz Rochester, MN

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Manager • Operations Manager • Marketing Manager • Branch Manager • Field Marketing Specialist • Marketing Administrator • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Advisor • Management Team Executive • Analyst • Analysts • Trust Law Attorney • Lawyer

Experience & Education

Position:
Financial Advisor/Branch Manager at Stifel Nicolaus
Location:
Rochester, Minnesota Area
Industry:
Financial Services
Work history:
Stifel Nicolaus Financial Advisor/Branch Managersince Oct 2009UBS Wealth Management Branch Manager/Financial AdvisorJul 2003 - Oct 2009
Certifications:
Accredited Investment Fiduciary
Full Profile

Pin Gao Rochester, MN

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Athlete • Tutor • General Education • Bachelor of Science • Bachelor of Arts • Front Desk Clerk • Apprentice • Business Administrator • Front Office Receptionist • Chief Administrative Officer • Chairperson • Team Leader • Chief Executive • Operations Manager • Insurance Actuary • Statistician • Information Technology Specialist • Computer Software Professional • IT Specialist • Software Developers • Psychology Specialist • Student Worker • Food Server

Experience & Education

Position:
Federal IMT Revenue Financial Advisor at IBM
Title:
Financial Advisor at IBM
Location:
Rochester, Minnesota
Industry:
Financial Services
Work history:
IBM Federal IMT Revenue Financial Advisorsince Jun 2011Counseling Program for Intercollegiate Athlete Athlete TutorSep 2009 - May 2011
Full Profile

Bill Baxter Rochester, MN

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Manager • Operations Manager • Marketing Manager • Field Marketing Specialist • Marketing Administrator • Advisor • School Administrator • Educational Manager

Experience & Education

Title:
Investments and Financial Planning
Location:
Rochester, Minnesota Area
Industry:
Financial Services
Work history:
Think Investment Services - Rochester, Minnesota AreaFinancial AdvisorFeb 2006 - May 2012Think Investment Services - Rochester, Minnesota AreaManager of Investment ServicesFeb 2006 - May 2012
Skills:
Investments, Securities, Financial Advisory
Full Profile

Nick Forliti Rochester, MN

Professions & Specialties

Financial Consultant • Bank Teller • Financial Services Professional • Financial Services Sales Agent • Banker • Supporting Member • Team Member • Customer Service • Client Service Officer • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Associate Financial Advisor at Ameriprise Financial
Location:
Rochester, Minnesota Area
Industry:
Financial Services
Work history:
Ameriprise Financial Associate Financial Advisorsince May 2007Wells Fargo InternshipMay 2006 - Aug 2006
Skills:
Accredited Asset Management Specialist designation, Business Banking Specialist
Full Profile

Chad Durgin Rochester, MN

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Middle School Science Teacher • Middle School Teacher

Experience & Education

Position:
Financial Consultant at Thrivent Financial
Location:
Rochester, Minnesota Area
Industry:
Financial Services
Work history:
Thrivent Financial Financial Consultantsince Sep 2003Bloomington Public Schools Middle School Science TeacherAug 1999 - Jul 2003
Certifications:
CFP
Full Profile

Shannon Steensma Rochester, MN

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 Financial Network
Title:
Financial Advisor
Location:
Rochester, Minnesota Area
Industry:
Financial Services
Work history:
Northwestern Mutual Financial Network Financial Advisorsince Jun 1996
Full Profile

Terry George Rochester, 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 Services, Inc.
Location:
Rochester, Minnesota Area
Industry:
Financial Services
Work history:
Ameriprise Financial Services, Inc. Financial Advisorsince Apr 2004
Skills:
Retirement Planning, Investments, Wealth, Wealth Management Services, Protection Planning/family...
Full Profile

Catherine Benner Rochester, MN

Professions & Specialties

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

Experience & Education

Title:
Retired
Location:
Rochester, Minnesota Area
Industry:
Financial Services
Work history:
Focus Financial Network, Inc. Financial AdvisorSep 2010 - May 2013Edward Jones Financial AdvisorAug 2003 - Sep 2010
Full Profile

Ahmad Ouda Rochester, MN

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Financial Analyst • Apprentice • Referee • Judge • Student Worker • Supporting Member • Team Member • Information Technology Specialist • IT Specialist • Customer Service • Carpentry Worker • Department Store Salesperson • Retail Professional • Retail Salesperson

Experience & Education

Position:
Financial Analyst Intern at IBM, Soccer Referee at Various
Title:
Financial Analyst Intern at IBM and Student at St. Cloud State University
Location:
Rochester, Minnesota Area
Industry:
Accounting
Work history:
IBM Financial Analyst Internsince Jan 2007Various Soccer Refereesince May 1999
Financial advisor to line management
Full Profile

Joseph O'connor Rochester, MN

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Business Consultant • Supporting Member • Advisor • Team Member • Master of Science • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Business Consultant at O'Connor Business Consulting
Location:
Rochester, Minnesota Area
Industry:
Management Consulting
Work history:
O'Connor Business Consulting - Rochester, Minnesota AreaBusiness Consultantsince Jan 2012Ameriprise Financial Financial Services, Inc. Associate Financial AdvisorMay 1994 - Mar 2011
Full Profile

Jennifer Lopez Rochester, MN

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Operations Manager • Leader • Organization Management • Independent Contractor • Managers • Contractor • Educator • Education Professional • Instructor • Independent Business Owners

Experience & Education

Position:
Hospital Liaison at the Minnesota Lions Eye Bank at the University of Minnesota
Title:
--
Location:
Rochester, Minnesota Area
Industry:
Nonprofit Organization Management
Work history:
the Minnesota Lions Eye Bank at the University of Minnesota - Rochester, Minnesota AreaHospital Liaisonsince Jul 2004American Express Financial Advisors Personal Financial AdvisorJan 1998 - Jan 2000
Languages:
English, Spanish
Full Profile

Kendall Koens Rochester, MN

Professions & Specialties

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

Experience & Education

Position:
Financial Associate at Thrivent Financial
Title:
Financial Consultant at Thrivent Financial
Location:
Rochester, Minnesota Area
Industry:
Financial Services
Work history:
Thrivent Financial Financial Associatesince Dec 2007NAIFA Minnesota President-Elect - NAIFA Rochester2011 - 2011
Full Profile

Joshua Bargfrede Rochester, MN

Professions & Specialties

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

Experience & Education

Position:
Board Member at Rochester Area Family Y, Board Member at Samaritan Bethany, Financial Advisor at...
Title:
Financial Advisor Edward Jones
Location:
Rochester, Minnesota Area
Industry:
Financial Services
Work history:
Rochester Area Family Y Board Membersince Apr 2011Samaritan Bethany - Rochester, Minnesota AreaBoard Membersince Sep 2010
Full Profile

Matthew Cano Rochester, 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
Location:
Rochester, Minnesota Area
Industry:
Financial Services
Work history:
Ameriprise Financial Financial Advisor
Languages:
Spanish
Full Profile

Rob Landgraf Rochester, MN

Professions & Specialties

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

Experience & Education

Position:
Financial Advisor at RBC Wealth Management
Title:
Financial Advisor
Location:
Rochester, Minnesota Area
Industry:
Financial Services
Work history:
RBC Wealth Management Financial Advisorsince Aug 2010Prudential AgentJul 2007 - Aug 2010
Full Profile

Nancy Emerick Rochester, MN

Professions & Specialties

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

Experience & Education

Position:
Senior Financial Advisor at Ameriprise Financial Services, Inc.
Location:
Rochester, Minnesota Area
Industry:
Financial Services
Work history:
Ameriprise Financial Services, Inc. Senior Financial Advisorsince Jan 1995IBM Project ManagementMay 1978 - Jan 1995
Skills:
Personal financial planning for retirement, retirement income strategies, retirement plan...
Full Profile

Tony Schutte Rochester, MN

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Field Marketing Specialist • Marketing Administrator • Marketing Manager • Automotive Professional

Experience & Education

Position:
Financial Advisor at Educator's Financial Services, Financial Advisor at Educators Financial...
Location:
Rochester, Minnesota Area
Industry:
Financial Services
Work history:
Educator's Financial Services Financial Advisorsince Feb 2006Educators Financial Services, Inc. Financial Advisorsince 2004
Skills:
403b tax-laws and changes, managing assets
Full Profile

Mitch Allen Rochester, MN

Professions & Specialties

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

Experience & Education

Position:
Financial Representative at Advanced Financial
Title:
Independent Financial Advisor
Location:
Rochester, Minnesota Area
Industry:
Financial Services
Work history:
Advanced Financial Financial Representativesince Nov 2007
Full Profile

Nicholas Forliti Rochester, MN

Professions & Specialties

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

Experience & Education

Title:
Financial Advisor with Palen, Hammes, and Associates, financial advisory practice of Ameriprise Financial Services,Inc.
Location:
Rochester, Minnesota Area
Industry:
Financial Services
Full Profile

Szablis Klee Rochester, MN

Professions & Specialties

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

Experience & Education

Position:
Personal Financial Advisor at full circle financial
Title:
Personal Financial Advisor, Full Circle Financial
Location:
Rochester, Minnesota Area
Industry:
Financial Services
Work history:
full circle financial Personal Financial Advisorsince Jan 2006
Full Profile

Gregg Sperber Zumbrota, MN

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Certified Nurse Aide • Nurse • Nurse Practitioner • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Manager • Owner • Operations Manager • Chief Executive • Sports Trainer • Sports Trainers

Experience & Education

Position:
Financial Consultant at Thrivent Financial for Lutherans
Title:
Financial Consultant at Thrivent Financial
Location:
Zumbrota, Minnesota
Industry:
Financial Services
Work history:
Thrivent Financial for Lutherans - Zumbrota, MNFinancial Consultantsince Aug 2010Thrivent Financial for Lutherans - Rochester, MNLaunch Manager2008 - 2010
Skills:
Financial Analysis, Asset Allocation, Retirement Planning, Investments
Full Profile

Jim Scholljegerdes Rochester, MN

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Property Manager • Real Estate Manager

Experience & Education

Title:
Financial Advisor / Asset Manager at True Wealth Advisors Group, Inc.
Location:
Rochester, Minnesota Area
Industry:
Investment Management
Full Profile

Terence George Rochester, MN

Professions & Specialties

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

Experience & Education

Title:
Financial Advisor at Ameriprise Financial Services, Inc.
Location:
Rochester, Minnesota Area
Industry:
Financial Services
Full Profile

James Scholljegerdes Rochester, MN

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Property Manager • Real Estate Manager

Experience & Education

Title:
Financial Advisor / Asset Manager at True Wealth Advisors Group, Inc.
Location:
Rochester, Minnesota Area
Industry:
Investment Management
Full Profile

Scott Marine Rochester, MN

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Business Administrator • Sales Person • Sales Representative • Chairperson • Operations Manager • Chief Executive • Information Technology Specialist • IT Specialist

Experience & Education

Position:
Sales Consultant at Thomson Reuters
Title:
Senior Lawfirm Consultant| Montana, Idaho, Texas, California| Training & Development| Bachelors in Business Admin
Location:
Rochester, Minnesota Area
Industry:
Information Technology and Services
Work history:
Thomson Reuters - Thomson ReutersSales Consultantsince Jun 2006Mayo Clinic Financial ConsultantApr 2001 - Jun 2006
Full Profile

M Klee Rochester, MN

Professions & Specialties

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

Experience & Education

Title:
Personal Financial Advisor, Full Circle Financial
Location:
Rochester, Minnesota Area
Industry:
Financial Services
Full Profile

Matthew Twedt Rochester, MN

Professions & Specialties

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

Experience & Education

Title:
Financial Advisor
Location:
Rochester, Minnesota Area
Industry:
Financial Services
Full Profile

Robert Landgraf Rochester, MN

Professions & Specialties

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

Experience & Education

Title:
FInancial Advisor
Location:
Rochester, Minnesota Area
Industry:
Financial Services
Full Profile

Ian Scheerer Rochester, MN

Professions & Specialties

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

Experience & Education

Position:
Financial Advisor - Vice President Investments at Wells Fargo Advisors, LLC
Location:
Rochester, Minnesota Area
Industry:
Financial Services
Work history:
Wells Fargo Advisors, LLC Financial Advisor - Vice President Investmentssince Mar 2012Wells Fargo Private Bank VP, Wealth AdvisorAug 2007 - Mar 2012
Languages:
German, Fijian
Full Profile

Cynthia O'Meara Rochester, MN

Professions & Specialties

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

Experience & Education

Title:
Financial Consultant
Location:
Rochester, Minnesota Area
Industry:
Financial Services
Full Profile

Szablis Kruger Rochester, MN

Professions & Specialties

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

Experience & Education

Title:
Registered Principal, OSJ Branch Manager,Personal Financial Advisor
Location:
Rochester, Minnesota Area
Industry:
Financial Services
Full Profile

Dianna Jones Rochester, MN

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Advertising Professional • Advertising Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Hospital Care Professional • Health Professional • Health Practitioner • Administrative Clerk • Clerical Specialist • Operations Manager

Experience & Education

Title:
Business Development
Location:
Rochester, Minnesota Area
Industry:
Marketing and Advertising
Work history:
Merrill Lynch Financial AdvisorJun 2007 - Feb 2009Merrill Lynch Investment Managers Financial AdvisorJul 2007 - Jan 2009
Full Profile

Jason Bressler Rochester, MN

Professions & Specialties

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

Experience & Education

Position:
Financial Advisor at Ameriprise Financial Services, Inc.
Title:
Financial Advisor with Ameriprise Financial Services, Inc.
Location:
Rochester, Minnesota Area
Industry:
Financial Services
Work history:
Ameriprise Financial Services, Inc. - Rochester, Minnesota AreaFinancial Advisorsince Apr 2010GunnAllen Financial - Rochester, MNFinancial AdvisorFeb 2007 - Mar 2010
Full Profile

Jason Bressler Rochester, MN

Professions & Specialties

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

Experience & Education

Position:
Financial Advisor at Ameriprise Financial Services, Inc.
Title:
Financial Advisor with Ameriprise Financial Services, Inc.
Location:
Rochester, Minnesota Area
Industry:
Financial Services
Work history:
Ameriprise Financial Services, Inc. - Rochester, Minnesota AreaFinancial Advisorsince Apr 2010GunnAllen Financial - Rochester, MNFinancial AdvisorFeb 2007 - Mar 2010
Full Profile

Cresta Valentine Rochester, MN

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Volunteer • Non-Profit • Advocate • Jurist • Legal Counsel • Instructor • Pedagogue • Sports Trainer • Sports Trainers • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Financial Consultant at Whitecap Financial Group, Volunteer Advocate at DFO Victim Services,...
Title:
Financial Consultant at Whitecap Financial Group
Location:
Rochester, Minnesota Area
Industry:
Financial Services
Work history:
Whitecap Financial Group - Rochester, Minnesota AreaFinancial Consultantsince May 2013DFO Victim Services - Government Center, Rochester, MNVolunteer Advocatesince Apr 2011
Skills:
Series 7, Series 63, FINRA, Annuities, Mutual Funds, Equities, Retirement, Bonds, Securities,...
Full Profile

Andrew Dunn Rochester, MN

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Nurse • Nurse Practitioner • Manager • Co-Manager • Operations Manager

Experience & Education

Position:
Financial Advisor at Edward Jones
Location:
Rochester, Minnesota Area
Industry:
Financial Services
Work history:
Edward Jones Financial Advisorsince Jun 2004Mayo Clinic - Rochester, Minnesota AreaNurse ManagerAug 1998 - Jun 2004
Full Profile

Craig Holschlag Rochester, MN

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Shop Manager • Sales Manager • Equipment Tools Purchasing Agent • Department Store Salesperson • Retail Professional • Retail Salesperson

Experience & Education

Position:
Store Manager at National Coatings and Supplies
Location:
Rochester, Minnesota Area
Industry:
Automotive
Work history:
National Coatings and Supplies Store ManagerNorthwestern Mutual Life Financial AdvisorApr 2004 - Jan 2006
Full Profile

Marlin Hofer Rochester, 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 Edward Jones Investments
Title:
Financial Advisor at Edward Jones
Location:
Rochester, Minnesota Area
Industry:
Financial Services
Work history:
Edward Jones Investments Financial Advisorsince Jul 1993
Full Profile


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