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Financial Consultants in Minnesota

Financial Consultants in Saint Cloud, MN

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113 results found

Kevin Kluesner Saint Cloud, MN

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Title:
Financial Advisor
Location:
St. Cloud, Minnesota Area
Industry:
Investment Management
Full Profile

James Newman Saint Cloud, 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 • Financial Director • Founder • Marketing Manager • Financial Officer • Financial Manager • Founding Member • Chief Executive • Independent Consultant • Business Administrator • Counselor • Advisor • Tutor • Master of Business Administration • Brand Representative • Recruitment • Computer Specialist • Sports Game Coach • Sales Representative

Experience & Education

Position:
Financial Advisor at Local, Board Member - Zoning Board of Appeals at City of St. Cloud
Title:
Financial Advisor
Location:
Saint Cloud, Minnesota
Industry:
Financial Services
Work history:
Local - MinnesotaFinancial Advisorsince Aug 2011City of St. Cloud Board Member - Zoning Board of Appealssince Apr 2011
Skills:
Leadership, Retirement Planning, Manager, Growing a business, Accounts, Administration,...
Languages:
English, Spanish
Certifications:
Series 7, FINRA
Series 6, FINRA
Full Profile

Jeff Manthe Saint Cloud, MN

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Advisor • School Principal • School Administrator • Educational Manager • Owner • Chief Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Advertising Sales Agent

Experience & Education

Position:
Profit Advisor/Principal at Compound Profit Corporation, Profit Advisor at Compound Profit Advisors
Title:
Profit Advisor/Principal at Compound Profit Corporation
Location:
St. Cloud, Minnesota Area
Industry:
Financial Services
Work history:
Compound Profit Corporation Profit Advisor/Principalsince Jan 2010Compound Profit Advisors Profit Advisorsince 2010
Skills:
Cash Flow, Factoring, Strategic Planning, Loans, Small Business Lending, Credit
Full Profile

M. Deal Saint Cloud, MN

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Loan Officers • Chairperson • Manager • Chief Executive • Operations Manager • Leader • Managers • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Equipment Tools Purchasing Agent • Department Store Salesperson • Retail Professional • Retail Salesperson • Training and Development • Marketing Manager • Loan Accountant • Property Manager • Real Estate Manager

Experience & Education

Position:
Banking and Financial Consultant at M. Shane Deal Consulting
Title:
Banking and Financial Consultant at
Location:
St. Cloud, Minnesota Area
Industry:
Banking
Work history:
M. Shane Deal Consulting Banking and Financial Consultantsince Sep 20102008-2010 North American State Bank Market PresidentOct 2008 - Oct 2010
Full Profile

Nola Varilek Saint Cloud, MN

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Evangelist • Coordinator • Preacher • Religious Worker • Managers • Hospital Care Professional • Health Professional • Health Practitioner • Chief Administrative Officer • Chief Executive • Sports Trainer • Sports Trainers • Customer Service • Client Service Officer

Experience & Education

Position:
Home Care/Hospice Community Outreach Specialist at St. Cloud Hospital, Women's Health Coordinator...
Title:
Home Care/Hospice Community Outreach Specialist at St. Cloud Hospital
Location:
St. Cloud, Minnesota Area
Industry:
Hospital & Health Care
Work history:
St. Cloud Hospital - St. Cloud, MNHome Care/Hospice Community Outreach Specialistsince May 2013Lakewood Health System Women's Health Coordinator & Relations Specialistsince 2005
Full Profile

Christine Schroeder Saint Cloud, MN

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Chief Executive Officer • Manager • Chairperson • Board Member • Corporate Executive • Chief Executive • Operations Manager • Management Team Executive • Fiduciary • Trust Law Attorney • Lawyers • Counselor • Advisor • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Managing Director, Private Wealth Manager at StoneBridge Wealth Management, LLC
Location:
St. Cloud, Minnesota Area
Industry:
Financial Services
Work history:
StoneBridge Wealth Management, LLC - Alexandria, MNManaging Director, Private Wealth Managersince Jun 2012Merrill Lynch - Alexandria, MNSenior Financial Advisor, CRPC, CRPSJul 2004 - Jun 2012
Skills:
CRPC, Employee Benefits, Wealth Management, CRPS, Customer Service, Small Business, Microsoft...
Full Profile

Ken Smith Saint Cloud, MN

Professions & Specialties

Financial Consultant • Certified Financial Planner • Financial Services Professional • Financial Services Sales Agent • Puchasing and Estimating Manager • Certified Public Accountant • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Senior Vice President • Financial Manager • Vice President • Chief Executive

Experience & Education

Position:
CPA, CFP, Senior VP Financial Advisor at Wealth Enhancement Group
Title:
Financial Advisor at Wealth Enhancement Group
Location:
St. Cloud, Minnesota Area
Industry:
Financial Services
Work history:
Wealth Enhancement Group CPA, CFP, Senior VP Financial Advisorsince Dec 2000Trobecs # 1 Card Player2005 - 2011
Skills:
Retirement Planning, Tax, Estate Planning, Investments, Financial Advisory, Financial Planners,...
Full Profile

Brad Emslander Saint Cloud, MN

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Electrician • Aviation Electronics Technician • Airplane Mechanic • Mechanic • Sales Executive • Sales Manager • Systems Support Specialist • Support Specialists

Experience & Education

Title:
Financial Advisor at Edward Jones
Location:
St. Cloud, Minnesota Area
Industry:
Machinery
Full Profile

Brian Pattock Saint Cloud, MN

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Representative • Owner • Manager • Chief Executive • Operations Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Training and Development

Experience & Education

Position:
Financial Advisor at Catholic Financial Life, Agency Owner/Manager at Farm Bureau Financial Services
Title:
Financial Representative at Catholic Knights
Location:
St. Cloud, Minnesota Area
Industry:
Insurance
Work history:
Catholic Financial Life Financial Advisorsince Mar 2010Farm Bureau Financial Services Agency Owner/Managersince Jul 2007
Full Profile

Shane Deal Saint Cloud, MN

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Banker • Loan Officer • Loan Officers • Credit Analyst • Loan Accountant • Chief Executive

Experience & Education

Title:
Banking and Financial Consultant at
Location:
St. Cloud, Minnesota Area
Industry:
Banking
Full Profile

Julie Anderholm Saint Cloud, MN

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Position:
Financial Consultant at Central Lakes College
Location:
St. Cloud, Minnesota Area
Industry:
Higher Education
Work history:
Central Lakes College Financial Consultantsince 1995
Full Profile

Jim Brattensborg Saint Cloud, MN

Professions & Specialties

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

Experience & Education

Position:
Financial Representative at COUNTRY Financial®
Title:
Financial Representative with COUNTRY Financial®
Location:
St. Cloud, Minnesota Area
Industry:
Financial Services
Work history:
COUNTRY Financial® - St. Cloud, Minnesota AreaFinancial Representativesince Mar 2012Morgan Stanley Smith Barney Financial AdvisorNov 2010 - Mar 2012
Full Profile

Laurie Fitterer Saint Cloud, MN

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Position:
Financial Advisor at Edward Jones
Location:
St. Cloud, Minnesota Area
Industry:
Investment Management
Work history:
Edward Jones Financial Advisor
Full Profile

Michael Trnka Saint Cloud, MN

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Position:
Financial Advisor at LPL Financial
Title:
--
Location:
St. Cloud, Minnesota Area
Industry:
Investment Management
Work history:
LPL Financial Financial Advisor
Full Profile

Ryan Sheets Saint Cloud, MN

Professions & Specialties

Financial Services Professional • Financial Consultant • Financial Services Sales Agent • Business Administrator • Technician • Technical Specialist • Technical Support Specialists • Operations Manager

Experience & Education

Work

Company:
State farm
Financial services representative
Company:
Ameriprise financial
Financial advisor
Full Profile

James Beste Saint Cloud, MN

Professions & Specialties

Financial Consultant • Loan Officer • Financial Services Professional • Financial Services Sales Agent • Loan Officers • Counselor • Advisor • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Senior Financial Advisor I Chartered Retirement Planning Counselor at Beste, Ward &...
Location:
St. Cloud, Minnesota Area
Industry:
Financial Services
Work history:
Beste, Ward & Associtates: Ameriprise Financial Advisors Senior Financial Advisor I Chartered Retirement Planning Counselorsince 2002First State Bank of Sauk Centre Loan OfficerMay 2000 - Aug 2002
Skills:
Wealth Management, Insurance, & Financial Planning
Full Profile

Jonathan Halvorson Saint Cloud, MN

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Construction

Experience & Education

Title:
Financial Advisor at Alexandria Homes Inc.
Location:
St. Cloud, Minnesota Area
Industry:
Construction
Full Profile

April Diederich Saint Cloud, MN

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Puchasing and Estimating Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Supporting Member • Team Member • Financial Manager • Operations Manager

Experience & Education

Position:
Associate Financial Advisor at Ameriprise Financial Services, Inc.
Location:
St. Cloud, Minnesota Area
Industry:
Financial Services
Work history:
Ameriprise Financial Services, Inc. Associate Financial Advisorsince Sep 2007
Full Profile

Don Meyer Saint Cloud, MN

Professions & Specialties

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

Experience & Education

Position:
VP / CFO at S.J. Louis Construction, Inc.
Location:
St. Cloud, Minnesota Area
Industry:
Construction
Work history:
S.J. Louis Construction, Inc. VP / CFOsince Jan 2001Salo LLC (ValueVision Media, Inc. - ShopNBC) ConsultantJan 2005 - Jun 2007
Full Profile

C. Demars Saint Cloud, MN

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Technical Support Specialist • Systems Support Specialist • Support Specialists • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Analyst • Counselor • Analysts • Advisor • Client Service Officer • Customer Service

Experience & Education

Position:
Ira specialist at ING, IRA Technical Support Analyst at PrimeVest Financial Services
Title:
ira specialist at ING
Location:
St. Cloud, Minnesota Area
Industry:
Financial Services
Work history:
ING Ira specialistsince Dec 2003PrimeVest Financial Services IRA Technical Support Analystsince Jan 2002
..as Consultant on IRS regulations for financial advisor
Full Profile

Kara Gaffy Saint Cloud, MN

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Certified Public Accountant • Accounting Bookkeeper • Bookkeeper • Manager • Operations Manager

Experience & Education

Position:
Charter School Financial Consultant at Beltz, Kes, Darling and Associates
Title:
Charter School Financial Consultant, CPA
Location:
St. Cloud, Minnesota Area
Industry:
Accounting
Work history:
Beltz, Kes, Darling and Associates Charter School Financial Consultantsince Apr 2013KDV Audit Manager2003 - Mar 2013
Full Profile

Michael Swanson Saint Cloud, MN

Professions & Specialties

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

Experience & Education

Position:
Financial Advisor at Ameriprise Financial Services, Inc., Registered Principal Delegate at...
Title:
Financial Advisor - Registered Principal Delegate at Ameriprise Financial Services, Inc.
Location:
St. Cloud, Minnesota Area
Industry:
Financial Services
Work history:
Ameriprise Financial Services, Inc. Financial Advisorsince Feb 2007Ameriprise Financial Services, Inc. Registered Principal Delegatesince Feb 2007
Full Profile

Chris Chapman Saint Cloud, MN

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Independent Contractor • Contractor • Finance and Accounting Specialist • Independent Business Owners • Accounting Bookkeeper • Bookkeeper • Sales Manager • Sales Director

Experience & Education

Position:
Financial advisor at Wachovia Securities Financial Network (Self-employed)
Title:
financial advisor at Wachovia Securities Financial Network
Location:
St. Cloud, Minnesota Area
Industry:
Financial Services
Work history:
Wachovia Securities Financial Network Financial advisorGilleland Chevrolet Cadillac General Sales ManagerOct 2000 - Mar 2006
Full Profile

Brian Zimny Saint Cloud, 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 • Financial Manager

Experience & Education

Position:
CERTIFIED FINANCIAL PLANNER at Wheelock Investment Group
Location:
St. Cloud, Minnesota Area
Industry:
Financial Services
Work history:
Wheelock Investment Group CERTIFIED FINANCIAL PLANNERsince Apr 2009UBS Wealth Management Financial AdvisorDec 2004 - Apr 2009
Full Profile

Jim Tousignant Saint Cloud, MN

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Sales Representative • Department Store Salesperson • Retail Professional • Retail Salesperson • Chief Executive

Experience & Education

Position:
Financial Advisor AAMS at Navigator Financial Group
Location:
St. Cloud, Minnesota Area
Industry:
Financial Services
Work history:
Navigator Financial Group - 7072 Fairview Road Baxter MN 56425Financial Advisor AAMSsince Mar 2012Edward Jones Financial Advisor AAMSApr 2001 - Mar 2012
Full Profile

Adam Heathcote Saint Cloud, MN

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Chairman of the Board • Chairperson • Chief Executive

Experience & Education

Position:
Financial Advisor at KDV Wealth Management, Board Chair at Sartell/St. Stephen Education Foundation
Title:
Financial Advisor at KDV Wealth Management
Location:
St. Cloud, Minnesota Area
Industry:
Investment Management
Work history:
KDV Wealth Management Financial Advisorsince Mar 2011Sartell/St. Stephen Education Foundation Board Chairsince Jan 2007
Skills:
Estate Planning, Financial Analysis, Tax, Financial Reporting
Full Profile

Scott Stroot Saint Cloud, MN

Professions & Specialties

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

Experience & Education

Position:
Franchise Owner at Stroot, Schumer & Associates
Title:
Financial Advisor; Franchise Owner
Location:
St. Cloud, Minnesota Area
Industry:
Financial Services
Work history:
Stroot, Schumer & Associates Franchise Ownersince 1999
Full Profile

Brent Fassett Saint Cloud, MN

Professions & Specialties

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

Experience & Education

Position:
Lead Financial Consultant at Thrivent Financial for Lutherans
Location:
St. Cloud, Minnesota Area
Industry:
Financial Services
Work history:
Thrivent Financial for Lutherans Lead Financial Consultantsince Feb 2012Thrivent Financial for Lutherans Financial AssociateNov 2009 - Feb 2012
Skills:
Series 7, Retirement Planning, Mutual Funds, Retirement, Strategic Financial Planning, Fixed...
Full Profile

Atesha Wourms Saint Cloud, MN

Professions & Specialties

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

Experience & Education

Position:
Financial Advisor at Edward Jones
Location:
St. Cloud, Minnesota Area
Industry:
Financial Services
Work history:
Edward Jones Financial AdvisorCarTunes & Alarms OwnerFeb 1995 - Feb 2008
Full Profile

Emily Nahan Saint Cloud, MN

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Counselor • Advisor • Chief Accountant • Account Manager

Experience & Education

Position:
Financial Consultant at Independent
Title:
Consultant
Location:
St. Cloud, Minnesota Area
Industry:
Accounting
Work history:
Independent Financial Consultantsince Sep 2011KDV - St. Cloud, MinnesotaSenior AccountantJul 2005 - Dec 2010
Full Profile

Rick Poganski Saint Cloud, MN

Professions & Specialties

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

Experience & Education

Position:
Insurance & Investment Advisor at Principal Financial Group
Title:
Financial Advisor at Principal Financial Group
Location:
St. Cloud, Minnesota Area
Industry:
Financial Services
Work history:
Principal Financial Group Insurance & Investment Advisorsince Nov 2004
Full Profile

Jay Loch Saint Cloud, MN

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Counselor • Advisor

Experience & Education

Position:
Financial Consultant at RBC Wealth Management
Location:
St. Cloud, Minnesota Area
Industry:
Investment Management
Work history:
RBC Wealth Management Financial Consultantsince Feb 1993
Full Profile

Dave Hinnenkamp Saint Cloud, MN

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Chief Executive Officer • Corporate Executive • Chief Executive • Certified Public Accountant • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
CPA and Financial Advisor at KDV Wealth Management, LLC, CEO - KDV Wealth Management at KDV
Title:
CEO of KDV Wealth Management
Location:
St. Cloud, Minnesota Area
Industry:
Investment Management
Work history:
KDV Wealth Management, LLC CPA and Financial Advisorsince 1984KDV CEO - KDV Wealth Managementsince 1984
Full Profile

Jeffrey Botz Saint Cloud, MN

Professions & Specialties

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

Experience & Education

Title:
Financial Advisor at UBS Financial Services
Location:
St. Cloud, Minnesota Area
Industry:
Financial Services
Full Profile

April Mastey Saint Cloud, MN

Professions & Specialties

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

Experience & Education

Title:
President/LPL Financial Advisor at MASTEY FINANCIAL GROUP, LLC
Location:
St. Cloud, Minnesota Area
Industry:
Financial Services
Full Profile

Crescent Hoffman Saint Cloud, MN

Professions & Specialties

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

Experience & Education

Position:
Paraplanner at Beste, Ward & Associates
Title:
Associate Financial Advisor and Planning Analyst with Beste, Ward & Assoc
Location:
St. Cloud, Minnesota Area
Industry:
Financial Services
Work history:
Beste, Ward & Associates Paraplannersince Apr 2007
Full Profile

Jill Bruno Saint Cloud, 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:
St. Cloud, Minnesota Area
Industry:
Financial Services
Full Profile

James Tousignant Saint Cloud, MN

Professions & Specialties

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

Experience & Education

Title:
Financial Advisor AAMS
Location:
St. Cloud, Minnesota Area
Industry:
Financial Services
Full Profile

Lois Rengel Saint Cloud, MN

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Counselor • Coordinator • Social Worker • Advisor • Managers • Hospital Care Professional • Health Professional • Health Practitioner • Social Workers • Psychology Specialist • Psychologist

Experience & Education

Position:
Financial Counselor/Life Transitions Coordinator at Catholic Charities
Title:
Financial and Housing Counselor/Life Transitions Coordinator at Catholic Charities
Location:
St. Cloud, Minnesota Area
Industry:
Hospital & Health Care
Work history:
Catholic Charities Financial Counselor/Life Transitions Coordinatorsince Sep 2009Heartland Home Care and Hospice Social WorkerAug 2007 - Sep 2009
Full Profile

Mike Kennedy Saint Cloud, MN

Professions & Specialties

Certified Financial Planner • Financial Consultant • Puchasing and Estimating Manager • Financial Services Professional • Financial Services Sales Agent • Owner • Financial Manager • Chief Executive • Advisor • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Owner at Kennedy Retirement Solutions Inc.
Title:
CFP®, Owner, Kennedy Retirement Solutions Inc.
Location:
St. Cloud, Minnesota Area
Industry:
Financial Services
Work history:
Kennedy Retirement Solutions Inc. Ownersince Jun 1995Investment Centers of America Financial Advisor1995 - 2013
Full Profile

Doug Kveene Saint Cloud, MN

Professions & Specialties

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

Experience & Education

Position:
Financial Advisor at Edward Jones Investments
Location:
St. Cloud, Minnesota Area
Industry:
Financial Services
Work history:
Edward Jones Investments Financial Advisorsince Oct 2000US Air Force Reserve Lieutenant Colonel, RetiredMar 1978 - Sep 2005
Full Profile

Steve Schaitberger Saint Cloud, 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, Participant Services at Ascensus
Location:
St. Cloud, Minnesota Area
Industry:
Financial Services
Work history:
Ascensus Vice President, Participant Servicessince Jan 2013Ascensus Vice President - Relationship ManagementJan 1997 - Jan 2013
..and implement strategies to assist Financial Advisor and TPA consolidate their book o..
Full Profile

Jeff Benda Saint Cloud, MN

Professions & Specialties

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

Experience & Education

Title:
Financial Advisor with Edward Jones Investments
Location:
St. Cloud, Minnesota Area
Industry:
Financial Services
Work history:
Godfather's Pizza of Becker Mn OwnerMay 2007 - Sep 2009Liberty Insurance Agency Commercial Insurance ProducerOct 2005 - May 2007
Full Profile

Greg Bennett Saint Cloud, MN

Professions & Specialties

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

Experience & Education

Position:
Financial Advisor at Edward Jones
Location:
St. Cloud, Minnesota Area
Industry:
Financial Services
Work history:
Edward Jones Financial AdvisorBISYS ManagerJun 2001 - Dec 2002
Full Profile

Scott Lee Saint Cloud, 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 Investments at UBS Wealth Management
Location:
St. Cloud, Minnesota Area
Industry:
Financial Services
Work history:
UBS Wealth Management - St. Cloud, Minnesota AreaVice President Investmentssince Nov 2011Raymond James Financial AdvisorAug 2009 - Oct 2011
Full Profile

Kris Wagner Saint Cloud, MN

Professions & Specialties

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

Experience & Education

Position:
Office Branch Administrator at Edward Jones
Title:
Office Branch Assistant at Edward Jones
Location:
St. Cloud, Minnesota Area
Industry:
Financial Services
Work history:
Edward Jones Office Branch Administratorsince Oct 2010
working independently with a financial advisor
Full Profile

Amy Sevre Saint Cloud, MN

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Office Assistant • Office Clerk • Clerical Specialist • Medical Practice Professional • Medical Practitioner

Experience & Education

Position:
Financial Counselor at Essentia Health
Title:
Business Office Assistant at Brainerd Lakes Health
Location:
St. Cloud, Minnesota Area
Industry:
Medical Practice
Work history:
Essentia Health - Baxter, MNFinancial Counselorsince Feb 2008Suburban Imaging Scheduler/receptionJul 2004 - Nov 2007
Full Profile

Adam Sweeney Saint Cloud, MN

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Advocate • Jurist • Legal Counsel

Experience & Education

Position:
Financial Advisor at Edward Jones
Location:
St. Cloud, Minnesota Area
Industry:
Financial Services
Work history:
Edward Jones Financial Advisorsince Jul 2009ING DIRECT Sales AdvocateMay 2006 - Jun 2009
Full Profile

Don Christenson Saint Cloud, 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 Great River Financial & Investment Services
Location:
St. Cloud, Minnesota Area
Industry:
Financial Services
Work history:
Great River Financial & Investment Services Financial Advisorsince Nov 2012PrimeVest Financial Services Investment ExecutiveMay 1997 - Nov 2012
Full Profile

Patrick Kruchten Saint Cloud, MN

Professions & Specialties

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

Experience & Education

Position:
Senior Financial Advisor at Ameriprise Financial Services, Inc.
Location:
St. Cloud, Minnesota Area
Industry:
Financial Services
Work history:
Ameriprise Financial Services, Inc. Senior Financial Advisor
Full Profile


Financial Consultants near Saint Cloud, MN0246BuffaloBeckerPrincetonSauk RapidsSartellLittle FallsMonticelloHoward LakeMaple PlainZimmerman