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Financial Management Analysts in Minnesota

Financial Management Analysts in Minneapolis, MN

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250 results found

Ron Eckstam Minneapolis, MN

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Capital Markets Professional • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Customer Service • Client Service Officer • Advisor • Chairperson • Partner • Chief Executive • Buyer and Seller • Sales Representative • Guide • Business Administrator • Team Member • Tour Guide • Operations Manager • Master of Business Administration • Economist • Nurse • Nurse Practitioner

Experience & Education

Position:
LPL Financial Planner at LPL Financial - Member FINRA / SIPC
Location:
Greater Minneapolis-St. Paul Area
Industry:
Financial Services
Work history:
LPL Financial - Member FINRA / SIPC LPL Financial Plannersince 2004Green Eagle, Inc PresidentSep 1983 - Jan 2001
Skills:
Life-planning for families focuses on what is important to achieve and when, Basic discussions...
Full Profile

Jahnna Johnston Minneapolis, MN

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Position:
Insurance Based Financial Planner at Mutual of Omaha
Title:
Insurance Based Financial Planner
Location:
Greater Minneapolis-St. Paul Area
Industry:
Insurance
Work history:
Mutual of Omaha - Eau Claire, WIInsurance Based Financial Plannersince May 2012Unison, Inc. Individual Insurance and Medicare SalesJul 2009 - Jan 2012
Full Profile

Jerry Kaehler Minneapolis, MN

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Representative • Counselor • Advisor • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Business Administrator • Managers • Equipment Tools Purchasing Agent • Client Service Officer • Senior Customer Service Representative • Department Store Salesperson • Retail Professional • Retail Salesperson • Bachelor of Science • High School Diploma • Advertising Professional • Advertising Sales Agent • Chief Visibility Officer • Chief Executive • HR Manager • Production Manager • Operations Manager • Customer Service • Graphic Designer

Experience & Education

Position:
Financial Representative at Foster Klima & Company, LLC.
Title:
Financial Planner at Foster Klima & Company
Location:
Greater Minneapolis-St. Paul Area
Industry:
Financial Services
Work history:
Foster Klima & Company, LLC. - 920 Second Avenue South, Suite 1100, Minneapolis, MN 55402Financial Representativesince Aug 2012Supermedia - Greater Minneapolis-St. Paul AreaMedia Consultant - Through March 2012Jan 2009 - Mar 2012
Full Profile

Ryan Williams Minneapolis, MN

Professions & Specialties

Financial Planner • Financial Consultant • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Certified Financial Planner • Puchasing and Estimating Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Coordinator • Shift Supervisor • Philanthrope • Business Administrator • Organization Management • Managers • Shift Manager • Non-Profit • Optician • Licensed Dispensing Optician • Medical Practice Professional • Medical Practitioner • Automotive Specialist • Automotive Professional • Financial Manager • Operations Manager

Experience & Education

Position:
Financial Planner at Foster Klima & Company
Location:
Greater Minneapolis-St. Paul Area
Industry:
Financial Services
Work history:
Foster Klima & Company - International Centre Building, Minneapolis, MNFinancial Plannersince Oct 2012Thrivent Financial for Lutherans - Golden Hills Office Center- Golden Valley, MNFinancial AdvisorJun 2008 - Oct 2012
Skills:
Improving Cash Flow, Cash Flow Forecasting, Helping build life-long income, Life Insurance, 401k...
Languages:
Spanglish
Full Profile

Rochelle Sjulstad Minneapolis, MN

Professions & Specialties

Financial Planner • Trader • Capital Markets Professional • Financial Services Professional • Financial Services Sales Agent • Financial Management Analyst • Financial Analyst • Consumer Goods Professional • Commodities Clerk • Accounting Bookkeeper • Bookkeeper • Sales Representative • Services Professional • Sales and Service Specialist • Sales Agent • Advisor

Experience & Education

Position:
Sr. Financial Analyst at seeking new opportunities
Title:
Seeking new opportunities as Sr.Financial Analyst to improve cost savings and profitability.
Location:
Greater Minneapolis-St. Paul Area
Industry:
Consumer Goods
Work history:
Seeking new opportunities Sr. Financial AnalystNew York Life Insurance Company Long Term Financial PlannerJul 2009 - Nov 2011
Languages:
English, Spanish
Full Profile

Jason Twombly Minneapolis, MN

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Title:
Financial Planner at The Art Institutes International Minnesota
Location:
Greater Minneapolis-St. Paul Area
Industry:
Education Management
Full Profile

Irena Kuyath Minneapolis, MN

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Loan Reviewer • Loan Officers • Independent Contractor • Contractor • Independent Business Owners • Organization Management • PR and Communications Professional • Advisor • Non-Profit • Public Relations Professinal • Marketing Director • Project Managers • Chief Executive • Operations Manager • Market Analyst • Market Research Analyst • Bachelors Degree • Student Worker

Experience & Education

Position:
Financial Planner - Beauty Division at ShopNBC
Title:
Financial Planner - Beauty Divison, ShopNBC
Location:
Greater Minneapolis-St. Paul Area
Industry:
Retail
Work history:
ShopNBC - Eden PrairieFinancial Planner - Beauty Divisionsince May 2012Self FreelancerNov 2011 - May 2012
Languages:
Russian, English
Full Profile

Sam Rouman Minneapolis, MN

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Advisor • Vice President • Chairperson • Chief Executive • Adjunct Instructor • Lecturer • Postsecondary Teacher • Operations Manager • Psychologist • Nurse • Nurse Practitioner • Psychology Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Advisor at Vector Wealth Management, Vice President, Publicity Chair, Twin Cities Chapter of AAII...
Location:
Greater Minneapolis-St. Paul Area
Industry:
Investment Management
Work history:
Vector Wealth Management Advisorsince Nov 2004Twin Cities Chapter of American Association of Individual Investors Vice President, Publicity Chair, Twin Cities Chapter of AAIIsince 2004
Full Profile

Juffer Lance Minneapolis, MN

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Chairperson • Chief Executive • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
President at Evergreen Insurance Group, LPL Financial Planner at Evergreen Wealth Management
Title:
President /LPL Financial Planner at Evergreen Wealth Management
Location:
Greater Minneapolis-St. Paul Area
Industry:
Insurance
Work history:
Evergreen Insurance Group - 12940 Harriet Ave S. Ste.102, Burnsville MN 55337Presidentsince 2010Evergreen Wealth Management - 12940 Harriet Ave S Ste.102 Burnsville, MN 55337LPL Financial Plannersince Apr 2009
Skills:
Retirement Planning, Insurance, Retirement, Term Life Insurance, Disability Insurance, Fixed...
Full Profile

Nancy Hoyos Minneapolis, MN

Professions & Specialties

Financial Planner • Financial Services Professional • Financial Management Analyst • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Supporting Member • Team Member • Marketing Professional • Advertising Sales Agent • Sales Manager • Sales Director • Customer Service • Client Service Officer

Experience & Education

Title:
Insurance and Financial Services
Location:
Minneapolis, Minnesota
Industry:
Financial Services
Work history:
Stiles Financial Services, Inc. Associate Financial PlannerJun 2011 - Jan 2013State Farm Insurance - St. Paul, MNInsurance & Financial Services RepresentativeOct 2010 - Jun 2011
Languages:
English, Spanish
Full Profile

Patrick Morgan Minneapolis, MN

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Supporting Member • Team Member • Managers • Analysts • Research Assistant • Researcher • Survey Researcher • Client Service Officer • Customer Service

Experience & Education

Position:
Wealth Strategy Associate at UBS
Title:
Wealth Strategy Associate at UBS Financial Services
Location:
Greater Minneapolis-St. Paul Area
Industry:
Financial Services
Work history:
UBS - Bloomington, MNWealth Strategy Associatesince Jun 2013Wealth Enhancement Group Financial PlannerAug 2011 - Jun 2013
Certifications:
FINRA Series 6
FINRA Series 7
Full Profile

Barry Oxton Minneapolis, MN

Professions & Specialties

Financial Consultant • Financial Planner • Financial Services Professional • Financial Services Sales Agent • Financial Management Analyst • Assistant Vice President • Vice President • Chief Executive • Certified Public Accountant • Finance and Accounting Specialist • Controller • Accounting Bookkeeper • Bookkeeper • Operations Manager • Account Manager • School Administrator • Educational Manager • Advertising Sales Agent

Experience & Education

Position:
Associate Vice President, Financial Planner, CRPC & CPA (inactive) at Ameriprise Financial
Title:
Associate Vice President Financial Advisor CPA, CRPC Grassman & Oxton - a financial advisory practice of Ameriprise
Location:
Greater Minneapolis-St. Paul Area
Industry:
Financial Services
Work history:
Ameriprise Financial - New Brighton, Edina & Lake Elmo/WoodburyAssociate Vice President, Financial Planner, CRPC & CPA (inactive)since Jul 2008Sensata Technologies, Inc. ControllerNov 2006 - Jun 2008
Skills:
Retirement Planning, Investment Planning/Wealth Management, Education Planning, Estate Planning...
Full Profile

Lance Juffer Minneapolis, MN

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Chairperson • Chief Executive • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
President at Evergreen Insurance Group, LPL Financial Planner at Evergreen Wealth Management
Title:
President /LPL Financial Planner at Evergreen Wealth Management
Location:
Greater Minneapolis-St. Paul Area
Industry:
Insurance
Work history:
Evergreen Insurance Group - 12940 Harriet Ave S. Ste.102, Burnsville MN 55337Presidentsince 2010Evergreen Wealth Management - 12940 Harriet Ave S Ste.102 Burnsville, MN 55337LPL Financial Plannersince Apr 2009
Full Profile

Ryan Bodin Minneapolis, MN

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Owner • Chief Executive Officer • Chief Executive • Corporate Executive • Agent • Sales Agent • Sales Representative • Psychologist • Psychology Specialist

Experience & Education

Position:
Owner and CEO at Total Benefit Solutions, Inc, Financial Planner at Raymond James Financial
Title:
Financial Planner with Raymond James Financial Services and Owner/CEO of Total Benefit Solutions, Inc.
Location:
Greater Minneapolis-St. Paul Area
Industry:
Financial Services
Work history:
Total Benefit Solutions, Inc Owner and CEOsince Jan 2009Raymond James Financial Financial Plannersince Mar 2000
Skills:
Retirement Planning, Life Insurance, Financial Advisory, Securities, Long Term Care Insurance,...
Full Profile

Clinton Gerner Minneapolis, MN

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Board Member • Founding Member • Founder • Management Team Executive • Operations Manager • Chief Executive • Host • Non-Profit • Client Service Officer • Customer Service • Trust Law Attorney • Lawyers

Experience & Education

Position:
Host- The Minnesota Wealth Show at FM107.1 Twin Cities, Board of Directors/ Founding Member at...
Location:
Greater Minneapolis-St. Paul Area
Industry:
Investment Management
Work history:
FM107.1 Twin Cities Host- The Minnesota Wealth Showsince Aug 2009Capitol City Business Council Board of Directors/ Founding Membersince Nov 2008
Skills:
Financial Planning, Asset Management, Estate Work, Divorce Settlements, Trust Establishment and...
Full Profile

Nate Wenner Minneapolis, MN

Professions & Specialties

Certified Financial Planner • Financial Planner • Puchasing and Estimating Manager • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Certified Public Accountant • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Advisor • Chairperson • Financial Manager • Chief Executive • Analysts • Operations Manager • Lecturer • Postsecondary Teacher • Trust Law Attorney • Lawyers

Experience & Education

Position:
CPA, PFS, CFP, CIMA -- Fee-Only Financial Planner at Wipfli Hewins Investment Advisors
Title:
CPA, PFS, CFP, CIMA -- Fee-Only Financial Planner / Investment Advisor at Wipfli Hewins Investment Advisors
Location:
Greater Minneapolis-St. Paul Area
Industry:
Financial Services
Work history:
Wipfli Hewins Investment Advisors CPA, PFS, CFP, CIMA -- Fee-Only Financial Plannersince Nov 2002Financial Planning Association of MN 2010 Chairperson / 2009 PresidentJan 2009 - Dec 2010
Skills:
Financial Planning, Retirement Planning, Wealth Management, Investment Advisory, High Net Worth...
Certifications:
CFP -- Certified Financial Planner, CFP Board
CPA - Certified Public Accountant, Minnesota Board of Accountancy
Full Profile

Jason May Minneapolis, MN

Professions & Specialties

Financial Planner • Financial Consultant • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Advisor • Representative • Finance and Accounting Specialist • Credit Analyst • Accounting Bookkeeper • Bookkeeper • Loan Accountant

Experience & Education

Position:
Financial Advisor at AdvisorNet Financial, Inc
Title:
Financial Planner at AdvisorNet Financial
Location:
Minneapolis, Minnesota
Industry:
Financial Services
Work history:
AdvisorNet Financial, Inc - 701 4th Ave S. Suite 1500, Minneapolis, MN 55415Financial Advisorsince Oct 2010KleinBank Commercial Credit AnalystJun 2008 - Oct 2010
Skills:
Retirement Planning, Investments, Insurance, Credit Analysis, Strategic Financial Planning,...
Full Profile

Dipti Sharma Minneapolis, MN

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Chairperson • Chief Executive • Apprentice • Bachelor of Business Administration • Researcher • Survey Researcher • Legislator • Student Worker

Experience & Education

Work

Company:
The johnston group
Assistant financial planner
Company:
Lsbe financial markets program - Duluth, MN
Participant
Full Profile

John Severy-hoven Minneapolis, MN

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Owner • Chief Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Financial Planner at Oracle Financial Planners, LLC
Title:
Owner, Oracle Financial Planners LLC
Location:
Greater Minneapolis-St. Paul Area
Industry:
Financial Services
Work history:
Oracle Financial Planners, LLC - 1595 Selby Avenue, #213; St. Paul, MN 55105Financial Plannersince Apr 2003
Full Profile

Catherine Holtzclaw Minneapolis, MN

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Chairperson • Chief Executive • Certified Public Accountant • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Volunteer • Non-Profit • Operations Manager

Experience & Education

Position:
Financial planner and CPA at Holtzclaw Planning LLC
Title:
Chair of the financial and audit committee at Centennial Methodist Church Foundation Board
Location:
Greater Minneapolis-St. Paul Area
Industry:
Financial Services
Work history:
Holtzclaw Planning LLC Financial planner and CPAsince Jun 2007Centennial Methodist Church Foundation Board Chair of the financial and audit committeeJul 2010 - Jul 2010
Full Profile

Janet Stanzak Minneapolis, MN

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • School Principal • School Administrator • Educational Manager • Owner • Chairperson • Chief Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Principal and Owner at Financial Empowerment LLC
Title:
Principal, Financial Empowerment LLC
Location:
Greater Minneapolis-St. Paul Area
Industry:
Financial Services
Work history:
Financial Empowerment LLC Principal and Ownersince Jun 2004SilverOak Wealth Management PresidentMay 1999 - Jun 2004
Full Profile

Bryan Pratt Minneapolis, MN

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Fiduciary • Trust Law Attorney • Lawyers • Counselor • Advisor • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Financial Planner at Pratt, Kutzke & Associates LLP
Title:
Pratt, Kutzke & Associates LLP
Location:
Greater Minneapolis-St. Paul Area
Industry:
Financial Services
Work history:
Pratt, Kutzke & Associates LLP Financial Plannersince 2004The Hartford Mutual Fund Account Management2003 - 2004
Certifications:
CERTIFIED FINANCIAL PLANNER (CFP®), Certified Financial Planner Board of Standards
Full Profile

Dan Mahoney Minneapolis, MN

Professions & Specialties

Financial Planner • Certified Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Puchasing and Estimating Manager • Senior Vice President • Vice President • Chief Executive • Financial Manager • Counselor • Representative • Advisor • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Senior Vice President at 360 Financial, CERTIFIED FINANCIAL PLANNER™ at 360 Financial, Investment Ad...
Title:
Financial Planner at 360 Financial
Location:
Greater Minneapolis-St. Paul Area
Industry:
Financial Services
Work history:
360 Financial Senior Vice Presidentsince Apr 2009360 Financial CERTIFIED FINANCIAL PLANNER™since Apr 2009
Skills:
Asset Management, Asset Protection, Certified Financial Planner, College Education Planning, Estate ...
Full Profile

Sarah Norman Minneapolis, MN

Professions & Specialties

Collector • Financial Planner • Repossessor • Collections Specialist • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Teller • Hospital Care Professional • Health Professional • Health Practitioner • Physical Therapist • Physical Therapists • Owner • Chief Executive • Contractor • Volunteer • Non-Profit • Bookkeeper • Independent Business Owners • Sales Representative

Experience & Education

Position:
Collection Specialist at University of Wisconsin-Stout
Location:
Greater Minneapolis-St. Paul Area
Industry:
Hospital & Health Care
Work history:
University of Wisconsin-Stout Collection Specialistsince Aug 2012Red Cedar Medical Center Patient Financial PlannerAug 2010 - Aug 2012
Skills:
Accounts Receivable, Management, Sales, Accounts Payable, Time Management, Invoicing, Finance,...
Full Profile

Carolyn Oberfeld Minneapolis, MN

Professions & Specialties

Certified Financial Planner • Financial Planner • Puchasing and Estimating Manager • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Manager

Experience & Education

Position:
CERTIFIED FINANCIAL PLANNER (TM) at Cornerstone Advisors, LLC
Title:
CFP(R) at Cornerstone Advisors LLC
Location:
Greater Minneapolis-St. Paul Area
Industry:
Financial Services
Work history:
Cornerstone Advisors, LLC CERTIFIED FINANCIAL PLANNER (TM)since Sep 2001ING Financial PlannerMay 1997 - Aug 2001
Skills:
Strategic Financial Planning, Retirement Planning, Investments, Portfolio Management, Small...
Full Profile

Joe Mathews Minneapolis, MN

Professions & Specialties

Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Policy Analyst • Analysts • Law Specialist • Lawyers • Operations Manager • Community Service Manager

Experience & Education

Position:
Senior Financial Management Analyst at Hennepin County
Title:
Sr. Financial Management Analyst, Hennepin County
Location:
Greater Minneapolis-St. Paul Area
Industry:
Government Relations
Work history:
Hennepin County Senior Financial Management AnalystAssociation of Minnesota Counties Policy AnalystSep 2006 - Dec 2011
Full Profile

Eric Sundell Minneapolis, MN

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Representative • Advisor • Coordinator • Managers • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Financial Planner, Investment Advisor Representative, Registered Representative at New England...
Title:
Financial Planner, Registered Representative, New England Securities Corp.
Location:
Greater Minneapolis-St. Paul Area
Industry:
Financial Services
Work history:
New England Securities Corp. Financial Planner, Investment Advisor Representative, Registered Representativesince Aug 2003University of Minnesota Experiential CoordinatorFeb 2001 - Aug 2002
Full Profile

Chris Hickman Minneapolis, MN

Professions & Specialties

Financial Consultant • Certified Financial Planner • Financial Planner • Financial Services Professional • Financial Services Sales Agent • Puchasing and Estimating Manager • Financial Management Analyst • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Business Senior Manager • Financial Manager • Operations Manager

Experience & Education

Position:
Financial Advisor, CFP, CRPC at Ameriprise Financial
Title:
Financial Advisor at Ameriprise Financial
Location:
Greater Minneapolis-St. Paul Area
Industry:
Financial Services
Work history:
Ameriprise Financial Financial Advisor, CFP, CRPCsince 2007Integra Telecom Senior Business Manager2001 - 2006
Full Profile

Shea Sajevic Minneapolis, MN

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Master of Business Administration • Owner • Manager • Chief Executive • Operations Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Part Owner/Manager at S" Co Shorthorn Farm
Title:
Recent St Thomas MBA Graduate (finance emphasis)
Location:
Greater Minneapolis-St. Paul Area
Industry:
Financial Services
Work history:
S" Co Shorthorn Farm Part Owner/Managersince Jun 2002S" Co Shorthorn Farm Accounting and Financial Planner InternshipMay 2009 - Jul 2010
Full Profile

Mike Bischoff Minneapolis, MN

Professions & Specialties

Certified Financial Planner • Financial Planner • Puchasing and Estimating Manager • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Financial Director • Partner • Financial Manager • Financial Officer • Chief Executive • Security • Planner • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Certified Nurse Aide • Nurse • Nurse Practitioner

Experience & Education

Position:
Chief Financial Officer and Partner at Webb Financial Group, Certified Financial Planner...
Title:
Certified Financial Planner Professional at Webb Financial Group
Location:
Greater Minneapolis-St. Paul Area
Industry:
Financial Services
Work history:
Webb Financial Group - Bloomington, MinnesotaChief Financial Officer and Partnersince May 1997Webb Financial Group - Bloomington, MinnesotaCertified Financial Planner Professionalsince May 1997
Full Profile

John Rusciano Minneapolis, MN

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Certified Financial Planner • Puchasing and Estimating Manager • Advisor • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Operations Manager • Financial Manager

Experience & Education

Position:
Wealth Management Advisor; Fee-Based Financial Planner at Northwestern Mutual Wealth Management Co.
Location:
Greater Minneapolis-St. Paul Area
Industry:
Financial Services
Skills:
Retirement Planning, Life Insurance & Income Continuation, Investment Management, Group Benefits,...
Full Profile

Eric Ronning Minneapolis, MN

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Chairperson • Partner • Chief Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Advisor

Experience & Education

Position:
President and Partner at Channel Financial
Title:
Helps companies and individuals outsource the role of Chief Retirement Officer.
Location:
Greater Minneapolis-St. Paul Area
Industry:
Financial Services
Work history:
Channel Financial - Golden Valley, MNPresident and Partnersince Aug 2005Baker Tilly Virchow Krause, LLP - Bloomington, MNInvestment AdvisorFeb 2001 - Jul 2005
Full Profile

Hiedi Hendrickson Minneapolis, MN

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Sales Person • Sales Representative

Experience & Education

Position:
Financial Planner and Insurance Agent at RiverStone Financial Group and Insurance Services
Title:
Financial Planner, RiverStone Financial Group and Insurance Services
Location:
Greater Minneapolis-St. Paul Area
Industry:
Financial Services
Work history:
RiverStone Financial Group and Insurance Services Financial Planner and Insurance Agentsince Sep 2004American Express Financial Advisors Sales ConsultantJun 1999 - Aug 2004
Full Profile

Thomas Saunders Minneapolis, MN

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Supporting Member • Apprentice • Team Member • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Student Worker

Experience & Education

Position:
Associate Financial Planner at Brown Wealth Management
Title:
Financial Planner at Brown Wealth Management
Location:
Greater Minneapolis-St. Paul Area
Industry:
Financial Services
Work history:
Brown Wealth Management - Eden Prairie, MNAssociate Financial Plannersince Jun 2011Accredited Investors, Inc. InternNov 2010 - May 2011
Full Profile

Adam Stern Minneapolis, MN

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Vice President • Chief Executive • Fiduciary • Trust Law Attorney • Lawyers • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Vice President at First Lawyers Trust Company
Location:
Greater Minneapolis-St. Paul Area
Industry:
Financial Services
Work history:
First Lawyers Trust Company Vice Presidentsince Nov 2009Wells Fargo Private Bank Senior Trust Officer & Planning Specialist2003 - 2009
Skills:
Retirement Planning
Full Profile

Jeff Pantze Minneapolis, MN

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Chief Operating Officer • Manager • General and Operations Manager • Director of Operations • Operations Manager • Representative

Experience & Education

Position:
Chief Operating Officer at Secura Consultants
Location:
Minneapolis, Minnesota
Industry:
Insurance
Work history:
Secura Consultants - Greater Minneapolis-St. Paul AreaChief Operating Officersince 2000
Full Profile

Steven Opdahl Minneapolis, MN

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Partner • Owner • Chief Executive • Representative • Advisor • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Senior Partner / Senior Financial Planner at Strategic Financial Concepts
Title:
Senior Partner / Senior Financial Planner at Strategic Financial Concepts and Owner, Strategic Financial Concepts
Location:
Greater Minneapolis-St. Paul Area
Industry:
Financial Services
Work history:
Strategic Financial Concepts Senior Partner / Senior Financial Plannersince Oct 2003
Full Profile

Ryan Butz Minneapolis, MN

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Security • Technician • Technical Specialist • Technical Support Specialists • Graphic Design Specialist • Graphic Designer

Experience & Education

Position:
Financial Planner at JB Financial Planning
Location:
Greater Minneapolis-St. Paul Area
Industry:
Graphic Design
Work history:
JB Financial Planning Financial Plannersince Apr 2013Business Cards Tomorrow - Greater Minneapolis-St. Paul AreaPrepress TechnicianJan 2011 - Feb 2013
Full Profile

Matt Berhow Minneapolis, MN

Professions & Specialties

Financial Planner • Financial Consultant • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Director • Operations Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Financial Planner, Director of Insurance & Company Retirement Plans at Affiance Financial
Title:
Financial Planner, Director of Insurance & Company Retirement Plans
Location:
Greater Minneapolis-St. Paul Area
Industry:
Financial Services
Work history:
Affiance Financial - St Louis Park, M NFinancial Planner, Director of Insurance & Company Retirement Planssince Sep 2003Swenson Anderson Financial Group Financial AdvisorJan 2002 - Sep 2003
Full Profile

Dan Meyers Minneapolis, MN

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Representative • Advisor • Counselor • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Life Insurance Agent • Actuarial Analyst • Actuarial Associate • Insurance Actuary • Statistician

Experience & Education

Position:
Registered Representative at Cetera Advisor Networks LLC, Member FINRA/SIPC, Financial Planner at...
Title:
Registered Representative at Cetera Advisor Networks LLC Member FINRA/SIPC
Location:
Greater Minneapolis-St. Paul Area
Industry:
Financial Services
Work history:
Cetera Advisor Networks LLC, Member FINRA/SIPC - Greater Minneapolis-St. Paul AreaRegistered Representativesince Oct 1992AdvisorNet Financial - 701 Fourth Avenue South Suite 1500, Minneapolis, MN 55415Financial Plannersince Jun 1965
Skills:
Retirement Planning, Investments, College Savings Plans, Term Life Insurance, Long Term Care
Full Profile

Anthony Johnson Minneapolis, MN

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Sales Representative

Experience & Education

Position:
Para-Planner at Daniel Stella & Associates
Title:
Para-Planner
Location:
Greater Minneapolis-St. Paul Area
Industry:
Financial Services
Work history:
Daniel Stella & Associates Para-Plannersince Jan 2012Ameriprise Financial Services, Inc. Financial Planner at Muschenheim & Associates, A Franchise of Ameriprise FinancialJan 2007 - Oct 2011
Skills:
Insurance, Series 7, Retirement Planning, Financial Advisory, Health Insurance, Fixed Annuities
Full Profile

Mark Keeling Minneapolis, MN

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Regional Vice President • Vice President • Chief Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Supporting Member • Team Member • Region Manager • Team Leader • Operations Manager • Area Manager • Managers

Experience & Education

Position:
Regional Vice President at RiverSource
Location:
Greater Minneapolis-St. Paul Area
Industry:
Financial Services
Work history:
RiverSource Regional Vice Presidentsince Dec 2009Mid American Financial Group Financial Planner/Managing AssociateOct 2005 - Dec 2009
Full Profile

Jessica Schmidt Minneapolis, MN

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Trader • Capital Markets Professional • Apprentice • Office Assistant • Advisor • Supporting Member • Office Clerk • Clerical Specialist • Team Member • Student Worker • Construction • Bachelor of Science • Consumer Goods Professional • Commodities Clerk • Accounting Bookkeeper • Bookkeeper

Experience & Education

Title:
Assurance New Hire with PwC
Location:
Minneapolis, Minnesota
Industry:
Accounting
Work history:
PwC - Minneapolis, MNAudit InternJun 2012 - Aug 2012Ameriprise Financial - De Pere, WIAdvisor Office AssistantJun 2007 - Dec 2011
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Ryan Marr Minneapolis, MN

Professions & Specialties

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

Experience & Education

Position:
Financial Planner at Landmark Financial Services
Title:
Landmark Financial Services
Location:
Greater Minneapolis-St. Paul Area
Industry:
Financial Services
Work history:
Landmark Financial Services - Landmark FinancialFinancial Plannersince Apr 2012NorthStar Resources Group Financial AdvisorJan 2009 - Mar 2012
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Christy Roach Minneapolis, MN

Professions & Specialties

Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Business Intelligence Professional • Security • Business Consultant • Advisor • Director • Operations Manager

Experience & Education

Position:
AP Business Intelligence - Financial Management Analyst at Target
Title:
Business Intelligence at Target
Location:
Minneapolis, Minnesota
Industry:
Security and Investigations
Work history:
Target AP Business Intelligence - Financial Management Analystsince Apr 2011Target Director Admin for the Global Security Services TeamJan 2011 - Apr 2011
Skills:
Inventory Management
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Lori Hoefener Minneapolis, MN

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Counselor • Advisor • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Wealth Planning Productivity Consultant at Wells Fargo
Location:
Greater Minneapolis-St. Paul Area
Industry:
Financial Services
Work history:
Wells Fargo - Greater Minneapolis-St. Paul AreaWealth Planning Productivity Consultantsince Dec 2011Wells Fargo - Bloomington, MinnesotaFinancial PlannerAug 2006 - Nov 2011
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Kevin Nevin Minneapolis, MN

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Owner • Chief Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Owner at PlusPoint Advisors, Financial Planner at PlusPoint Advisors
Location:
Greater Minneapolis-St. Paul Area
Industry:
Financial Services
Work history:
PlusPoint Advisors OwnerPlusPoint Advisors Financial Plannersince 1994
Skills:
Complete Financial Planning services with a focus on, using unique alternative investment products...
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Mark Stanger Minneapolis, MN

Professions & Specialties

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

Experience & Education

Position:
Financial Planner at Landmark Financial
Title:
Financial Planner at Landmark Financial Services
Location:
Greater Minneapolis-St. Paul Area
Industry:
Financial Services
Work history:
Landmark Financial - 1048 Meadowlands Drive, White Bear Township, Mn 55127Financial Plannersince Apr 2012North Star Resource Group Financial AdvisorJan 2002 - Apr 2012
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Kasey Hafenbrack Minneapolis, MN

Professions & Specialties

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

Experience & Education

Position:
Financial Advisor at Witter, Hafenbrack and Associates A financial advisory practice of Ameriprise...
Title:
Financial Advisor at Ameriprise Financial Services Inc.
Location:
Greater Minneapolis-St. Paul Area
Industry:
Financial Services
Work history:
Witter, Hafenbrack and Associates A financial advisory practice of Ameriprise Financial Services Inc Financial Advisorsince Mar 2010FFP Investment Advisors Financial PlannerMar 2005 - Mar 2010
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Lance Juffer Minneapolis, MN

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Owner • Chief Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Owner at Bastion Financial Group LLC
Location:
Greater Minneapolis-St. Paul Area
Industry:
Financial Services
Work history:
Bastion Financial Group LLC Ownersince Apr 2009MetLife Financial Services Financial PlannerDec 1997 - Apr 2009
Skills:
See bio @ www, Bastionfinancialgroup, com
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Financial Management Analysts near Minneapolis, MN0510152025Saint PaulHopkins