Top Financial Advisors in Greater Minneapolis-St. Paul Area
Andy MBA
National Sales Account Executive - Logistics
Greater Minneapolis-St. Paul Area
National Sales Account Executive - Logistics
Financial Advisor - Insurance & Investments
Volunteer - Man of the Year candidate
Master's in Business Administration (MBA)
Indiana University Bloomington
Indiana University-Purdue University at Indianapolis
Recommendations: 50
Leadership
Strategy
Selling
Sales
Direct Sales
Political Campaigns
Credit
Executive Management
a****[email protected]
Stephen O'Hara
Associate Relationship Manager Corporate Banking
Greater Minneapolis-St. Paul Area
Associate Relationship Manager Corporate Banking
Relationship Manager/ Business Development - Correspondent Banking
Financial Specialist
Manager AVP / Business Development
Financial Advisor
Commercial Relationship Banker
Banking
Concordia University-St. Paul
Century College
Winona High School
Recommendations: 16
Banking
Small Business Lending
Mortgage Lending
Small Business
Series 7
Credit
Commercial Banking
Loans
s****[email protected]
Edward Andrist
Healthcare IT Implementation Specialist/Project Manager
Greater Minneapolis-St. Paul Area
Healthcare IT Implementation Specialist/Project Manager
Founding Principal & Managing Partner
National Account Manager
Consultant and Program Development Manager
Consultant and Senior Financial Advisor
Senior Consultant
Development Director
Operating Principal
Emory University
University of Minnesota-Twin Cities
Wayne State University
The American College
Recommendations: 16
Strategy
Start-ups
Business Development
Business Planning
Entrepreneurship
New Business Development
Marketing Strategy
Recruiting
e****[email protected]
e****[email protected]
Steve Harty CISSP, CISA
IT Auditor
Greater Minneapolis-St. Paul Area
IT Auditor
IT Manager
Financial Advisor
Services General Manager
Operations Manager
Software Specialist
Systems Applications Specialist
Community Education Coordinator and EMT
Radio Transmission Installer and Operator
Regis University
Frostburg State University
Recommendations: 15
s****[email protected]
Jim Kirk, CFP®
Wealth Management Advisor - The Private Client Reserve of U.S. Bank
Greater Minneapolis-St. Paul Area
Wealth Management Advisor - The Private Client Reserve of U.S. Bank
Senior Manager, Wealth Consulting Service
CERTIFIED FINANCIAL PLANNER™ Professional
Vice President, Regional Wealth Advisory Consultant
Financial Advisor
Vice President, Regional Wealth Management Specialist
Financial Planning Specialist
Communications Associate
University of Saint Thomas
Boston University
Recommendations: 9
Strategic Financial Planning
Investments
Financial Advisory
Retirement Planning
Estate Planning
Asset Management
Comprehensive Wealth Management
Financial Planning
j****[email protected]
Tim Zak
Manager, RCA and National Flood Insurance Act and Reg AB Subject Matter Expert to Business Lines
Greater Minneapolis-St. Paul Area
Manager, RCA and National Flood Insurance Act and Reg AB Subject Matter Expert to Business Lines
Licensing Consultant - Legal, Regulatory & Licensure
Manager, Counsel to President, Financial Advisor
Financial Advisor
Attorney and Owner
Hamline University School of Law
The University of North Dakota
St. Olaf College
Recommendations: 8
Public Speaking
Building Relationships
Legal Research
Legal Writing
Legal Compliance
Compliance
Corporate Communications
Regulations
t****[email protected]
t****[email protected]
Michael Law,CFP®, CLU®, AIF®
Retirement Plans - Market Intelligence
Greater Minneapolis-St. Paul Area
Retirement Plans - Market Intelligence
RIA Specialist
Channel Wholesaler
Regional Vice President
Regional Vice President
Product Manager
Regional Sales Director
Financial Advisor
Financial Advisor
University of Wisconsin-Madison
Recommendations: 7
Series 7
Practice Management
Relationship Management
Sales
Business Development
m****[email protected]
Katherine Poindexter
Key Account Manager
Greater Minneapolis-St. Paul Area
Key Account Manager
Regional Sales Manager
Board Chair
Development Director
Relationship Manager
Financial Advisor
Connecticut College
The Blake School
Recommendations: 6
Foundations
Financial Education
Endowments
Servicing
Pensions
Loan Servicing
Nonprofits
Strategic Planning
k****[email protected]
k****[email protected]
Natalie Canadeo, PHR
Manager, Human Resources
Greater Minneapolis-St. Paul Area
Manager, Human Resources
Financial Advisor Recruiting Consultant
Human Capital Consultant
Human Resources Representative
HR Operations Specialist
Inside Sales Representative
Human Resources Intern
Human Resources Intern
University of Minnesota - Carlson School of Management
University of St. Thomas - Opus College of Business
St. Louis University - Madrid Campus
Recommendations: 6
Applicant Tracking Systems
Employee Relations
Project Management
HRIS
Onboarding
Performance Management
Process Improvement
Talent Management
n****[email protected]
Andy Wondra
President
Greater Minneapolis-St. Paul Area
President
Principal
Financial Advisor
University of Minnesota Duluth
Recommendations: 6
Strategic Financial Planning
Financial Analysis
Mergers & Acquisitions
Management Consulting
Business Process Improvement
Compensation Strategies
Performance Management
Small Business
a*****@profitbuildernetwork.com
a*****@trackingaction.com
Tony DeLisi
Financial Professional
Greater Minneapolis-St. Paul Area
Financial Professional
Financial Advisor
Veterinary Pharmaceutical Sales
General Manager / Owner
Regional Sales Manager
National Accounts Manager
Oncology Sales Representative
Specialty Pharmaceutical Sales Rep
Hospital Sales Representative - Adria Labs
Cardinal Stritch University
Saint John's University
Benilde-St. Margaret's
Recommendations: 6
Strategic Financial Planning
Key Account Management
Strategic Planning
Customer Service
Business Planning
Market Planning
Sales Operations
Forecasting
t****[email protected]
Bradford Dobesh
Director Business Development - Independent Agent Distribution
Greater Minneapolis-St. Paul Area
Director Business Development - Independent Agent Distribution
Regional Vice President
Group Retirement Sr. Sales Consultant
Business Development Manager / Wholesaler - ING ReliaStar
Financial Advisor / Retirement Benefits Group
University of Minnesota-Twin Cities
Dale Carnegie Sales Success Program
Premontre
Recommendations: 5
Retirement Planning
Mutual Funds
Retirement
401k
Fixed Annuities
Insurance
Investments
Financial Services
b****[email protected]
b****[email protected]
Paul Moskalik
Regional Account Executive
Greater Minneapolis-St. Paul Area
Regional Account Executive
Law Firm Consultant
Regional Sales Manager - Business Development
Regional Director - Advice Sales
Financial Advice Sales Consultant
Financial Advisor
Registered Representative
University of Minnesota-Twin Cities
Our Lady of Grace
Recommendations: 5
Business Development
Marketing
Strategic Financial...
Management
Forecasting
Investments
Sales Operations
Insurance
p****[email protected]
Meredith McDonald
Medical Scribe Recruiter
Greater Minneapolis-St. Paul Area
Medical Scribe Recruiter
Project Consultant - Temporary Recruiter
Human Resources Specialist
Social Media & Marketing Intern
Financial Consultant
Social Media Producer
Social Media
Financial Advisor
Trader
Trading Service Rep
Sales Support and Customer Service
Content Editor
University of Minnesota-Twin Cities
Western Washington University
Recommendations: 5
Interviewing Skills
Recruiting
Full-life Cycle...
Sourcing
Onboarding
Phone Screening
Telephone Interviewing
Competency Based...
m*****@merbear.net
Lisa Coughlan, CRPC
Sr FR Career Development Specialist
Greater Minneapolis-St. Paul Area
Sr FR Career Development Specialist
Training Design Manager / Project Manager
Associate Financial Advisor
Financial Advisor
University of Minnesota-Twin Cities
The University of North Dakota
Recommendations: 5
Series 7
Retirement Planning
Strategic Financial Planning
Financial Services
Strategic Planning
Project Management
Development & delivery of training
Staff & Advisor Training
l****[email protected]
Justin Boelter, JD, MBA
Government Marketing
Greater Minneapolis-St. Paul Area
Government Marketing
Customer Advocate
Marketing Content Writer/Content Strategist
Law Clerk
Law Clerk
Research Assistant
Computer Products Sales Specialist
Financial Advisor Internship
Augsburg College
William Mitchell College of Law
Gustavus Adolphus College
Recommendations: 5
Legal Research
Litigation
Legal Writing
Alternative Dispute Resolution
Commercial Litigation
Entrepreneurship
Research
Westlaw
j****[email protected]
Bradly Gotto
Annuity Marketer
Greater Minneapolis-St. Paul Area
Annuity Marketer
Private Wealth Manager | Owner
Financial Advisor, Advisor Coach
Good Sense Counselor
Youth Pastor
Manager
Bethel University
Recommendations: 5
Strategic Financial...
Retirement Planning
Fixed Annuities
Financial Advisory
Business Planning
Investments
Estate Planning
Disability Insurance
b****[email protected]
Tom Chorske
Vice President Sales and Business Development INTERESTED IN OPPORTUNITIES
Greater Minneapolis-St. Paul Area
Vice President Sales and Business Development INTERESTED IN OPPORTUNITIES
Hockey Broadcast Analyst
Business Development Manager
Member
Independent Insurance Broker
Athlete Director at USA Hockey (Volunteer)
Financial Advisor
NHL Radio Broadcast Analyst
Business Development & Sales
Professional Hockey Player
Team Representative - Ottawa Senators
Team Representative - New Jersey Devils
VP Operations
University of Minnesota-Twin Cities
Southwest High School
Minneapolis West High School
Recommendations: 4
New Business Development
Business Development
Strategic Partnerships
Sales
Marketing
Social Media
Brand Awareness
Sports Management
t****[email protected]
Trevor Ferrin
IS Manager
Greater Minneapolis-St. Paul Area
IS Manager
Business Intelligence Manager
Manager, Business Intelligence & Analytics
Lead Business Intelligence Analyst
Guest Operations Reporting Manager
Collections MIS Supervisor
Director of MIS
Senior Programmer/Analyst
Financial Advisor
University of Arizona, Eller College of Management
Arizona State University
Recommendations: 4
Business Intelligence
Business Analysis
Process Improvement
Project Management
Management
Microstrategy
Team Leadership
Analytics
t****[email protected]
t****[email protected]
Carol Hondlik
Financial Advisor and Trainer
Greater Minneapolis-St. Paul Area
Financial Advisor and Trainer
Director Assistant
Manager, Employee Financial Planning
Retired: Vice President Diversity & Inclusion and Campus Recruiting
Vice President, Diversity & Inclusion and Campus Recruiting
Vice President, Human Capital Projects
Vice President, HR Business Partner
Various
University of Michigan - Stephen M. Ross School of Business
California State University-Sacramento
Consumnes River Jr. College - Sacramento
Recommendations: 4
Succession Planning
Change Management
Organizational Effectiveness
Organizational Design
Conflict Resolution
Talent Acquisition
Executive Search
Leadership Development
c****[email protected]
AJ Helgerson
Regional Director
Greater Minneapolis-St. Paul Area
Regional Director
Regional Vice President
Regional Consultant
Regional Sales Director
Financial Advisor
Agent Asst.
The University of North Dakota
Recommendations: 4
Practice Management
Emotional Intelligence
Investments
Asset Management
Mutual Funds
Asset Managment
Alternative Investments
Asset Allocation
a****[email protected]
Sue Balfany, CIMA® AWMA®
Vice President - Advisory Consulting Services
Greater Minneapolis-St. Paul Area
Vice President - Advisory Consulting Services
Product and Tool Support
Branch Analyst
Vice President - Financial Advisor
Sr. Product Consultant - Managed Assets Group
Broker Services
Marketing Coordinator-Investment Management Group
Capella University
Recommendations: 4
Series 7
Wealth Management
Mutual Funds
Asset Allocation
Portfolio Management
Financial Planners
Strategic Financial Planning
Series 63
s****[email protected]
Todd Johnson
Managing Director Europe
Greater Minneapolis-St. Paul Area
Managing Director Europe
Regional Sales Manager
Council Member
Manager of Sales Operations
Senior Licensed Sales Agent
Regional Sales Inspector
Financial Advisor
Senior Vice President - Global Data & Storage Technologies
Vice President - Data & Storage Technologies (Americas & APAC Regions)
Metropolitan State University
University of Minnesota-Twin Cities
Recommendations: 4
Competitive Analysis
Sales Management
Cross-functional Team Leadership
Budgets
Process Improvement
Strategic Planning
SaaS
Operational Analysis
t****[email protected]
Susan Pryce
Municipal Dealer Sales
Greater Minneapolis-St. Paul Area
Municipal Dealer Sales
Financial Advisor
Fixed Income Portfolio Consultant
Muni Bond Trading
Municipal trading assistant
Incline High School
Recommendations: 4
Bonds
Fixed Income
Trading
Municipal
Series 7
Series 63
Bloomberg
Asset Allocation
s*****@pryce.net
s****[email protected]
Michael Border
Principal
Greater Minneapolis-St. Paul Area
Principal
Robotics Alley(TM) Conference & Expo
Networking Group Member
Contributing Writer
Financial Advisor, Strategist
Financial Advisor
Consulting Marketing Analyst
University of Nebraska-Lincoln
University of Nebraska-Lincoln
Recommendations: 4
Strategic Marketing
Creative Development
Marketing Communications
Editing
Advertising
Email Marketing
Copywriting
Integrated Marketing
m****[email protected]
Susan L. (Rosenberg) Anderson
Estate Planning Attorney | Probate, Trust, Family Office, Business Succession
Greater Minneapolis-St. Paul Area
Estate Planning Attorney | Probate, Trust, Family Office, Business Succession
Estate Planning Attorney
President & CEO | Trust, Trustee, Fiduciary, Compliance, High Net Worth, Family Wealth Office
Trust Manager | Attorney | Trust, Trustee, Fiduciary, Compliance, High Net Worth, Family Office
Sr. Trust and Financial Advisor
Trust Officer
Associate Tax Consultant
Judicial Law Clerk, Fourth Judicial District
International Sales and Marketing Intern
Hamline University School of Law
University of Minnesota-Twin Cities
Recommendations: 3
Estate Planning
Trusts
Wills
Estate Tax Planning
Probate Law
Guardianship
Elder Law
Succession Planning
s****[email protected]
Eric Grady
Sr. Pricing Analyst
Greater Minneapolis-St. Paul Area
Sr. Pricing Analyst
Senior Financial Analyst
Senior Financial Analyst III
Senior Financial Analyst
Financial Advisor
Senior Financial Analyst
Financial Analyst Mergers and Aquisitions
FLDP Program
Bid Proposal Analyst
IT Financial Analyst
Augsburg College
University of Massachusetts, Amherst
Eden Prairie High School
Recommendations: 3
Variance Analysis
Forecasting
Project Management
Strategy
Financial Modeling
Earned Value Management
Process Improvement
Cross-functional Team Leadership
g****[email protected]
Karin Roof
Project Consultant
Greater Minneapolis-St. Paul Area
Project Consultant
Principal
Innovation Consultant
Adjunct Faculty, Evening MBA Program
Financial Advisor
Product Strategy & Portfolio Manager
Venture Manager & Strategic Planning
Management Consultant
Field Clinical Engineer, St. Louis, MO and International Intern
Massachusetts Institute of Technology - Sloan School of Management
St. Olaf College
Recommendations: 3
Medical Devices
Cross-functional Team Leadership
Strategic Planning
Product Development
Management Consulting
Financial Modeling
Business Strategy
Product Launch
k****[email protected]
k****[email protected]
Joseph Wall
North Central US- Endpoint Security
Greater Minneapolis-St. Paul Area
North Central US- Endpoint Security
CEO
Regional Manager
VP Business Development
Regional Sales
Financial Advisor
Financial Advisor
Founder
Insurance Broker
Winona State University
Bethany Lutheran College
Recommendations: 3
Leadership
Sales
Business Development
Strategic Partnerships
Strategy
j****[email protected]
Steve Powers
President
Greater Minneapolis-St. Paul Area
President
Financial Advisor
Partner
University of Wisconsin-Eau Claire
Sun Prairie HS
Recommendations: 3
Public Speaking
Retirement Planning
Retirement
Estate Planning
Fixed Annuities
IRAs
Multi-generational wealth transfer
Tax-planning
s****[email protected]
Chase Lenz
Realtor/ Real Estate Investor
Greater Minneapolis-St. Paul Area
Realtor/ Real Estate Investor
Investments Sales Representative
Trader
Financial Advisor
Saint John's University
Recommendations: 3
Investments
Series 7
Portfolio Management
Equities
Trading
Condos
Strategic Selling
Real Estate
r****[email protected]
c****[email protected]
Matt Mahmood
M&A Investment Advisor - Private Portfolio
Greater Minneapolis-St. Paul Area
M&A Investment Advisor - Private Portfolio
Chief Operating Officer (COO)
Managing Director
Founder & COO
Managing Director
Chief Operating Officer (COO)
Business and Personal Financial Advisor
Chief Operating Officer (COO)
Fund Manager - Middle Market
University of Minnesota - Carlson School of Management
Recommendations: 3
Manufacturing
Executive Management
P&L Management
Operational Turnaround
Turnaround Specialist
Distressed M&A
Mergers
Turn Around Management
David CFP®
Project Leader
Greater Minneapolis-St. Paul Area
Project Leader
Director, Strategy and Business Development
Consultant
MBA
Sales Manager
Financial Advisor
Consultant
Summer Consultant
University of Minnesota - Carlson School of Management
Bocconi University
Emory University - Goizueta Business School
Recommendations: 2
Leadership
Strategy
Management
Finance
Data Analysis
Financial Analysis
Investments
Project Management
d****[email protected]
Adam Elg, M.Ed, CEC, CFSC
Director, Advisor Development and Financial Advisor
Greater Minneapolis-St. Paul Area
Director, Advisor Development and Financial Advisor
Practice Transition Manager
Training Manager
Market Group Training Manager-Twin Cities Metro
Sr. Consultant & Program Manager- Practice Management Advisory Group
Consultant
Training & Development Manager – Financial Institutions Group
Vice President, Practice Management Sr. Consultant
Financial Advice Sales Consultant
University of St. Thomas
Metropolitan State University
ClientWise
Recommendations: 2
a****[email protected]
John L. Nelson
Senior Partner
Greater Minneapolis-St. Paul Area
Senior Partner
Financial Advisor
Vice President
Vice President, Sales
Vice President, Merchandising
Sales & Marketing
Boston University - Institute of Finance
University of Minnesota-Twin Cities
Saint Paul Johnson High School
Recommendations: 2
Financial Planning
Income Planning
Retirement Income Planning
Investments
Insurance
Long Term Care
Wealth Management
Retirement
j*****@transitionadvisory.com
Molly Montgomery
Relationship Manager-John Hancock Retirement Plan Services
Greater Minneapolis-St. Paul Area
Relationship Manager-John Hancock Retirement Plan Services
Financial Advisor
Financial Representative
Design Consultant
University of Minnesota-Twin Cities
Lakeville High School
Recommendations: 2
Retirement Planning
Estate Planning
Insurance
Financial Planning
Annuities
Long Term Care
Succession Planning
Small Business
m****[email protected]
Rich Iverson, MA
Marketing Strategist | Social Media Sales, Financial Consultation Sales, Speaker Bureau Sales
Greater Minneapolis-St. Paul Area
Marketing Strategist | Social Media Sales, Financial Consultation Sales, Speaker Bureau Sales
My-Pipeline Relationship Director
Relationship Director
Contractor Sales
VP Business Development
Financial Advisor
Account Executive
Manager Creative Services
Workflow Manager
Manager in advertising
Account Executive
Account Executive
Account Executive, System Manger
Systems Manager
University of Wisconsin-Stout
University of Nottingham
Luther College
Chaska High School
Recommendations: 2
Account Management
New Business Development
Strategic Planning
Small Business
Direct Marketing
Advertising
Strategic Partnerships
Customer Service
r****[email protected]
Constance A. Erickson,EA, CFS, LTCP
Owner
Greater Minneapolis-St. Paul Area
Owner
Tax Advisor
Tax and Financial Advisor
Executive Assistant
Tax Preparer
Recommendations: 2
PeopleSoft
Financial Planners
Microsoft Excel
Financial Services
Finance
Fixed Annuities
Long-term Care
Long Term Care Insurance
c****[email protected]
Kurt Kearin
Capital Markets Specialist
Greater Minneapolis-St. Paul Area
Capital Markets Specialist
National Sales Consultant - Managed Accounts
Investment Specialist, Financial Advisor
National Brokerage Sales Consultant
Senior Brokerage Service Associate
Senior Claims Examiner / Workflow Coordinator
Minnesota State University, Mankato
Jordan High School
Recommendations: 2
Investments
Series 7
Morningstar
Asset Management
Technical Analysis
Customer Service
Trading
Mutual Funds
k****[email protected]
Jayme (Sykes Beauchene) Murphy
Financial Advisor
Greater Minneapolis-St. Paul Area
Financial Advisor
SILS Instructor
Store Manager
Oak Grove Lutheran High School
Northfield, MN
Recommendations: 2
Investments
Customer Service
Team Building
Leadership
Small Business
Insurance
Financial Services
Mutual Funds
t****[email protected]
Bob Dylong CPPM
Project Manager
Greater Minneapolis-St. Paul Area
Project Manager
Project Manager
Project Manager
Financial Advisor
Variable Annuity Client Services Representative
Investment Associate
Senior Project Manager
Project Engineer
Project Manager
Project Manager
Senior Project Manager
University of Minnesota-Twin Cities
Recommendations: 2
Negotiation
Sales
Leadership
Investment Properties
Training
Budget Management
Project Coordination
Project Delivery
b****[email protected]
Gina Accardi
Law Firm Consultant at Thomson Reuters
Greater Minneapolis-St. Paul Area
Law Firm Consultant at Thomson Reuters
Strategic Sales Consultant
Financial Advisor
Pennsylvania State University State College
National University Irvine, CA
Recommendations: 1
g****[email protected]
Jason Barba
Associate Financial Consultant
Greater Minneapolis-St. Paul Area
Associate Financial Consultant
Practice Manager
Financial Advisor
Finance Broker
Executive Administrative Assistant
San Jose State University
Recommendations: 1
j****[email protected]
John Penshorn
Investment Consultant
Greater Minneapolis-St. Paul Area
Investment Consultant
Financial Advisor
Investment Specialist
Investment Specialist
Financial Services Rep
Senior Client Associate
Placement Agent / Stock Trader
Trading Manager
Stock Trader
Stock Broker
Winona State University
Johnson High School
Recommendations: 1
Program Management
Investments
Mutual Funds
Financial Services
Customer Service
Sales
Team Building
Strategic Planning
j****[email protected]
Edward Allen Chavez
Mortgage Loan Officer
Greater Minneapolis-St. Paul Area
Mortgage Loan Officer
Broker/Owner
Financial Advisor
Mortgage Loan Originator
Personal Banker/Business Banker
University of Wisconsin-Eau Claire
Recommendations: 1
Refinance
Mortgage Lending
Loans
FHA
Finance
Investment Properties
Leadership
Selling
e****[email protected]
a****[email protected]
Ryan Pearson
Regional Director
Greater Minneapolis-St. Paul Area
Regional Director
Sr. Application Sales Representative
Application Sales Representative
Regional Sales Manager - Midwest
Client Relationship Executive
Client Account Executive
Financial Advisor
Account Executive
Luther College
Arapahoe High School
Recommendations: 1
Business Development
Account Management
SaaS
New Business Development
Partner Management
Solution Selling
CRM
Enterprise Software
r****[email protected]
Sarah Curfman
CLA Foundation Board of Directors
Greater Minneapolis-St. Paul Area
CLA Foundation Board of Directors
POLL President-Elect
Managing Consultant - Public Sector Group
Past President
Development Committee Member
2014 NAZ Ball Chair
Partner
Board Member
Financial Advisor
Marketing, Sales and Service
Senior Buyer
Miami University
Recommendations: 1
Strategic Planning
Non-profits
Fundraising
Leadership
Philanthropy
Public Speaking
Event Planning
Marketing
s****[email protected]
Albert Januszewski
CEO at Sustainmomentum, LLC
Greater Minneapolis-St. Paul Area
CEO at Sustainmomentum, LLC
Business Management/Financial Consultant
Business Management/Financial Consultant
Financial Advisor to the Icehouse Group
Financial Consultant
Consultant (single project)
Senior Consultant/Project Manager
Sarbanes-Oxley design and implementation consultant
Director of Credit/Financial Manager
Director of Credit
Financial Analyst/Financial Manager
Regional Warehouse/JV Store Controller
DePaul University
St. Francis De Sales
Recommendations: 1
Business Process Improvement
Financial Reporting
Financial Analysis
a****[email protected]
Andrew Meeks
Marketing Analyst
Greater Minneapolis-St. Paul Area
Marketing Analyst
Operational Accountant
Mergers & Acquisition Analyst
Financial Advisor Intern
Financial Analyst Intern
Analyst Intern
Sales and Marketing Summer Intern
Curtis L. Carlson School of Management- University of Minnesota
Recommendations: 1
Leadership Development
Financial Analysis
Market Research
Valuation
Financial Modeling
Microsoft Excel
PowerPoint
Mergers
m****[email protected]
Patricia Meland
Financial Consultant
Greater Minneapolis-St. Paul Area
Financial Consultant
Business Development Mgr.
Register Representative
Register Representative
Financial Advisor
University of Minnesota-Crookston
Recommendations: 1
Annuities
Insurance
Mutual Funds
Retirement Planning
Series 63
Wholesaling
Pensions
Recruiting
p****[email protected]
Ryan Gargaro
Financial Advisor
Greater Minneapolis-St. Paul Area
Financial Advisor
Intern
Winona State University
Winona State University
Hill-Murray School
Recommendations: 1
Leadership
Sales
Marketing
r****[email protected]
Dwight Cravens
Realtor
Greater Minneapolis-St. Paul Area
Realtor
Financial Advisor
Financial Advisor
St. Cloud State University
University of Minnesota-Twin Cities
Recommendations: 1
First Time Home Buyers
Single Family Homes
Investment Properties
REO
Sellers
Short Sales
Buyer Representation
Real Estate
d****[email protected]
Laurel Hardgrove
Philanthropy Coach
Greater Minneapolis-St. Paul Area
Philanthropy Coach
Community Consultant
Campaign Director
Director
Director of Development and Communications
Senior Vice President Development
Financial Advisor
Financial Advisor / Stockbroker
Executive Assistant to Member
Western University
Recommendations: 1
Planned Giving
Non-profits
Campaign Planning
Campaign
Campaign Strategies
Fundraising
Stewardship
Annual Giving
l****[email protected]
Jeff Gustafson, CRPC®
Manager, Field Training
Greater Minneapolis-St. Paul Area
Manager, Field Training
Manager, Financial Advisor Training
Training Consultant
Senior Financial Consultant
Financial Advisor
College for Financial Planning
University of Wisconsin-Madison
Recommendations: 1
Employee Training
Series 7
Coaching
Training
Salesforce.com
Project Management
Retirement
Retirement Planning
j****[email protected]
Eric Penniston
Social Work Administrator
Greater Minneapolis-St. Paul Area
Social Work Administrator
Social Work Intern
Commissioner
Board Member
Law Clerk/Intern
Law Clerk
Intern
Financial Advisor
Customer Service Representative
Counselor/Case Manager
Optical Team Member, Optical Team Lead and Retail Manager
University of St. Thomas
St. Catherine University
New York University
University of Minnesota-Twin Cities
Apollo High School
Recommendations: 1
Leadership
Training
Volunteer Management
Nonprofits
Customer Service
Event Planning
Research
Leadership Development
m****[email protected]
Matthew Eich
Realtor
Greater Minneapolis-St. Paul Area
Realtor
Realtor
Account Manager
Realtor
Financial Advisor
University of Minnesota-Twin Cities
Recommendations: 1
Marketing Communications
Social Media Marketing
Digital Marketing
Integrated Marketing
Media Planning
Social Media
Website Development
Real Estate
m****[email protected]
Mardell D. Presler, J.D.
Contract Attorney | RCMF Compliance
Greater Minneapolis-St. Paul Area
Contract Attorney | RCMF Compliance
Contract Attorney | Securities Litigation
Contract Attorney | FINRA Arbitration
Symposium Editor
Law Clerk Intern
Courtroom Monitor
Associate Editor
Research Assistant
Law Clerk
Registered Representative
Financial Advisor
Variable Annuity Internal Wholesaler
University of St. Thomas School of Law
Santa Clara University School of Law
University of St. Thomas School of Law
University of Minnesota-Twin Cities
Recommendations: 1
Litigation
Securities Regulation
Legal Research
Courts
Research
Legal Writing
Investments
Editing
m****[email protected]
Dominique Villaume
Tax Associate
Greater Minneapolis-St. Paul Area
Tax Associate
Managed Accounts Expert
Sr. Brokerage/Managed Customer Service Professional II- Licensed
Trader/Operations
Financial Advisor
Registered Client Associate
Business Analyst/Intercompany Transfers, Recruiting, Firm and Advisor Licensing
University of Minnesota-Twin Cities
Recommendations: 1
Mutual Funds
Series 7
Retirement
Finance
Portfolio Management
Investment Advisory
Investments
Trading
d****[email protected]
Danielle Neuman
Business Teacher
Greater Minneapolis-St. Paul Area
Business Teacher
Career and Technical Training Instructor
Senior Administrative Assistant
Client Contact Professional
Financial Advisor
Business Education Student Teacher
Youth Job Coach and Marketing Specialist
Business Developement Intern
Marketing Specialist Intern
University of Northwestern - St. Paul
University of Wisconsin-Stout
Recommendations: 1
Press Releases
Newsletters
Public Relations
Event Planning
Social Networking
Media Relations
Editing
Marketing
d****[email protected]
Heather Lapadat
Owner
Greater Minneapolis-St. Paul Area
Owner
Owner
Owner
Owner
Sales Associate
Financial Services Professional
Financial Advisor
Marketing Consultant
On Premise Account Representative
Musicians Technical Institute
Lawrence University
The Blake School
Recommendations: 1
Karaoke
h****[email protected]
Marty McAlpin, CLU®
Partner
Greater Minneapolis-St. Paul Area
Partner
Financial Advisor
St. John's University
Totino Grace High School
Recommendations: 1
Retirement Planning
Disability Insurance
Life Insurance
Series 63
Estate Planning
Strategic Financial...
Retirement
Long-term Care
m****[email protected]
Crystal Enderson
Insurance Consultant
Greater Minneapolis-St. Paul Area
Insurance Consultant
Financial Advisor
Human Resources Manager
Human Resources Manager
Human Resources Technician
Milford High School
Recommendations: 1
Executive Benefit...
c****[email protected]
Deanna Hirman
Minneapolis Literature Examiner
Greater Minneapolis-St. Paul Area
Minneapolis Literature Examiner
General Labor Volunteer
Administrative Assistant
Independent Beauty Consultant
Sales Consultant / Owner
Retail Sales
Administrative Assistant
Security Officer Viking Security
Financial Advisor
Financial Advisor
Assistant Manager
Retail Assistant Manager
Rasmussen College
Hennepin Technical College
Recommendations: 1
n****[email protected]
Naketa Willis
Permaculture Work-Trade Volunteer
Greater Minneapolis-St. Paul Area
Permaculture Work-Trade Volunteer
Proactiv/SheerCover Team Member
Sales Representative
Sales Representive
Financial Advisor
Pre Media Tech/ Graphic Designer
Graphic Designer/ Promoter
Office Student Worker
Phone-a-thon Caller
Office Assistant / File Maintenance
Concessions Manager
Dunwoody College of Technology
Recommendations: 1
Dreamweaver
Social Media
Layout
Graphic Design
Illustrator
Packaging
Social Networking
InDesign
n****[email protected]
John Hoffman
Regional Managing Director
Greater Minneapolis-St. Paul Area
Regional Managing Director
Managing Director
Financial Advisor
Minnesota State University, Mankato
Waseca High School
Recommendations: 0
h****[email protected]
Dan Hovland, CFP®
Financial Advisor
Greater Minneapolis-St. Paul Area
Financial Advisor
Financial Advisor
A.V.P
University of Wisconsin-River Falls
Recommendations: 0
Mutual Funds
Alternative Investments
Uniform Combined State Law
Finance
Investments
Securities
Strategic Financial Planning
Wealth Management
d*****@grubahovland.com
Anthony Parr, CFP®
Managing Director-Investments
Greater Minneapolis-St. Paul Area
Managing Director-Investments
Financial Advisor
Boston University
Recommendations: 0
Retirment Planning
Investments
Managment
Coaching
Asset Allocation
a****[email protected]
Matt Huxtable
CFO/Sales Manager/ Owner
Greater Minneapolis-St. Paul Area
CFO/Sales Manager/ Owner
Financial Advisor / AVP Premier Services
Financial Planning Consultant
Business Development/Financial Consultant
Augsburg College
University of Minnesota-Twin Cities
Recommendations: 0
Series 7
Series 63
Wealth Management
Retirement Planning
Asset Allocation
Investments
Fixed Income
Mutual Funds
m****[email protected]
m****[email protected]
Jenna Anderson
Regional Sales Director at RiverSource Annuities
Greater Minneapolis-St. Paul Area
Regional Sales Director at RiverSource Annuities
Sales Trainer
Training Consultant
Financial Advisor
University of Saint Thomas
Recommendations: 0
Estate Planning
Retirement
Insurance
Financial Services
Securities
Strategic Financial Planning
Retirement Planning
Asset Allocation
j****[email protected]
David Upin
Senior Vice President - Financial Advisor
Greater Minneapolis-St. Paul Area
Senior Vice President - Financial Advisor
Senior Vice President - Investments
Senior Vice President - Investments
Senior Vice President - Investments
University of Minnesota - Carlson School of Management
Connecticut College
The Blake Schools
Recommendations: 0
d****[email protected]
Frank Linn | Financial Advisor |
Financial Advisor
Greater Minneapolis-St. Paul Area
Financial Advisor
President
Board of Directors
Recommendations: 0
f****[email protected]
Edward Koranteng, RPA, AIF®, CRPS®
Regional Sales Representative
Greater Minneapolis-St. Paul Area
Regional Sales Representative
Financial Advisor
Financial Consulting Intern
Concordia College
Concordia College
Recommendations: 0
Investments
Series 6
Fixed Annuities
Investment Strategies
Financial Advisory
Series 7
Mutual Funds
Strategic Financial Planning
k****[email protected]
Chris Callan, APMA
Capital Markets Specialist, Northeast Region, Wealth Management Consulting
Greater Minneapolis-St. Paul Area
Capital Markets Specialist, Northeast Region, Wealth Management Consulting
National Sales Consultant, Managed Accounts and Capital Markets, Wealth Management Consulting
Program Specialist / YouthLead Counselor
Mutual Fund Wholesaler
Internal Wholesaler
Financial Advisor
College for Financial Planning
University of St. Thomas
Recommendations: 0
Asset Allocation
Wealth Management
Series 7
Investments
Salesforce.com
Finance
Mutual Funds
Portfolio Management
c****[email protected]
Shannon C. Sturz
Relationship Liason
Greater Minneapolis-St. Paul Area
Relationship Liason
Head Lacrosse Coach
Regional Sales Manager
Princor Registered Representative / Financial Advisor
Trade Assistant
Associate Director of Operations
Convertible Sales & Trading Intern
Financial Advisor Associate Internship
Fairfield University
Loyola University Maryland
Fox Lane High School
Westminster
Recommendations: 0
Leadership
Series 7
Bonds
Bloomberg
Fixed Income
Life Insurance
Financial Advisory
Financial Services
s****[email protected]
Brad Melby, CFP®
Financial Advisor & Business Financial Advisor
Greater Minneapolis-St. Paul Area
Financial Advisor & Business Financial Advisor
Staff Sergeant
Stained Glass Artist
University of Minnesota-Twin Cities
Century High School
Recommendations: 0
b****[email protected]
a****[email protected]
Nick Flatness
Financial Advisor, Financial Services Representative
Greater Minneapolis-St. Paul Area
Financial Advisor, Financial Services Representative
Financial Advisor
Territory Manager
Territory Sales Manager
Financial Advisor
Hamline University
Hamline University
Recommendations: 0
Wealth Accumulation Strategies
Retirement Income Distribution Strategies
Estate Conservation Strategies
IRA and 401k Rollovers
Investment Management
Life Insurance
Disability Insurance
Managed Accounts
n****[email protected]
Ingrid Strauss
Partner / Advisor
Greater Minneapolis-St. Paul Area
Partner / Advisor
Financial Advisor
Investments Connect Consultant
Financial Advisor
Rochester Lourdes High School
University of Iowa
Recommendations: 0
Retirement Planning
Strategic Financial...
Investments
Series 7
Estate Planning
Financial Advisory
Wealth Management
Retirement
i****[email protected]
i****[email protected]
John Buyse II
Financial Advisor
Greater Minneapolis-St. Paul Area
Financial Advisor
Assistant Golf Professional
Sales Representative: Business Card Division
Grounds Keeper
Delivery/Sales
Bethel University
Anoka High School
Recommendations: 0
Insurance
Retirement
Finance
Disability Insurance
Long Term Care Insurance
Employee Benefits
Sales
Retirement Planning
j****[email protected]
Kip Johansen, CEPP, LUTCF
Partner
Greater Minneapolis-St. Paul Area
Partner
Owner
Independent Financial Advisor
Financial Advisor
Financial Advisor
Financial Services Representative
Bethel University
Iowa State University
Aurelia High School
Recommendations: 0
Wealth Management
Estate Planning
Securities
Financial Services
Training
FINRA
Retirement Planning
Investments
k****[email protected]
Michael Pikkarainen
LPL Financial Advisor
Greater Minneapolis-St. Paul Area
LPL Financial Advisor
Financial Advisor
Business Development Manager
Saint Cloud State University - G.R. Herberger College of Business
Recommendations: 0
m****[email protected]
Paul Koch
Senior Vice President - Wealth Management, Senior Portfolio Manager & Wealth Advisor
Greater Minneapolis-St. Paul Area
Senior Vice President - Wealth Management, Senior Portfolio Manager & Wealth Advisor
Registered Financial Advisor
Board of Trustees
Board of Directors
Board of Directors
Board of Directors
Member
Founding Donor
Secretary - Business Consultant
Intercollegiate Athletics Advisory Council
Senior Vice President - Wealth Management
Gustavus Adolphus College
Recommendations: 0
Portfolio Management
NFL Players Association Registered Financial Advisor
Investments
Wealth Management
Finance
Retirement Planning
Risk Management
Financial Advisory
p****[email protected]
k****[email protected]
Mark Pavwoski, CFP ®
Certified Financial Planner ™
Greater Minneapolis-St. Paul Area
Certified Financial Planner ™
Investment Advisor Representative & Registered Representative
Financial Advisor
Financial Services - Trainee to CFO
College for Financial Planning
Lawrence University
Recommendations: 0
Holistic Financial Planning
Retirement Income Planning
Portfolio Management
Alternative Investments
Mutual Funds
ETFs
Variable Annuities
Life Insurance
m****[email protected]
Jessica Hull
Senior Product Manager
Greater Minneapolis-St. Paul Area
Senior Product Manager
Global Product Manager
Associate Product Manager
Intern - Financial Advisor
Employee - Child Development Center
University of Saint Thomas
University of Saint Thomas
University of Saint Thomas
Recommendations: 0
Cross-functional Team Leadership
Product Launch
Marketing
Product Development
Medical Devices
Sales
Competitive Analysis
Selling
j****[email protected]
j****[email protected]
Leontre Campbell
Representative
Greater Minneapolis-St. Paul Area
Representative
Financial Advisor
Indiana University-Purdue University at Indianapolis
Recommendations: 0
Investments
Leadership
Data Analysis
Retirement Planning
Microsoft Office
Customer Service
Public Speaking
Series 7
l****[email protected]
Bruce Kimmel
Vice President and Senior Financial Advisor
Greater Minneapolis-St. Paul Area
Vice President and Senior Financial Advisor
Client Representative
Project Manager, Planning and Economic Development
Harvard University, John F. Kennedy School of Government
Amherst College
Rochester Mayo High School
Recommendations: 0
Affordable Housing
Economic Development
Public Finance
Bonds
Asset Managment
Social Housing
Non-profits
Redevelopment
b****[email protected]
Rebecca Janisch
Investment Associate
Greater Minneapolis-St. Paul Area
Investment Associate
Financial Advisor
Registered Associate
University of Minnesota-Twin Cities
Northern Arizona University
Recommendations: 0
Wealth Management
Series 7
r****[email protected]
Doug Holden
Principal (Owner) - Financial Advisor
Greater Minneapolis-St. Paul Area
Principal (Owner) - Financial Advisor
Software Training and Consulting Specialist
Presenter/Trainer
Financial Advisor
Vice President and Chief Operating Officer
Public School Teacher
Millersville University of Pennsylvania
Springfield High School
Recommendations: 0
Portfolio Management
Training
Financial Advisory
Strategic Financial...
Financial Planners
f****[email protected]
Nick Hohn, CFP®
Principal - Wealth Management
Greater Minneapolis-St. Paul Area
Principal - Wealth Management
Account Executive
Independent Financial Advisor
Minnesota State University, Mankato
Recommendations: 0
Certified Financial Planner
Entrepreneur
Comprehensive Wealth Management
Strategic Planning
Retirement Planning
Retirement Income Distribution
Estate Planning
Income Tax
n****[email protected]
n*****@cahillfa.com
Tim Vedder, CFA
Portfolio Manager
Greater Minneapolis-St. Paul Area
Portfolio Manager
Assistant Vice President, Porfolio Manager Associate
Financial Advisor
University of Saint Thomas - School of Business
University of Wisconsin-La Crosse
Recommendations: 0
Asset Management
Portfolio Management
Alternative Investments
Asset Allocation
Equities
Investment Strategies
Hedge Funds
Fixed Income
t****[email protected]
Justin Hall
Financial Advisor
Greater Minneapolis-St. Paul Area
Financial Advisor
VP of Sales & Mktg.
President
Corporate Board Member
University of Saint Thomas
Recommendations: 0
New Business Development
Sales
Freight Transportation
Freight Payment
Freight Brokerage
Software Design
Logistics Management
Reverse Logistics
j*****@shiplps.com
e****[email protected]
Kelly Contreras
Financial Advisor
Greater Minneapolis-St. Paul Area
Financial Advisor
Senior Manager Customer Insights Retail
District Customer Solutions Manager
VP of Sales and Development
General Manager
UW-La Crosse, Wi
Recommendations: 0
Business Retirement Plans
Individual Retirement Accounts
Estate and Trust Services
Insurance
Education Savings
Fixed-income Investments
Equity Investments
Portfolio and Retirement Plan Reviews
k****[email protected]
r****[email protected]
Jim Sirek
Financial Advisor
Greater Minneapolis-St. Paul Area
Financial Advisor
Financial Advisor
Financial Advisor
Financial Advisor/Insurance Agent
Insurance Agent/Advisor
Manager
Manager
Soldier/Squad Leader
Metropolitan State University
Normandale Community College
Normandale Community College
Recommendations: 0
Fixed Annuities
Financial Services
Financial Advisory
Retirement Planning
Investments
Estate Planning
Retirement
401k Rollovers
j****[email protected]
Whitney Windmiller
Financial Advisor
Greater Minneapolis-St. Paul Area
Financial Advisor
Columbia University
Recommendations: 0
w****[email protected]
Jeffrey Albin
Brokerage Director
Greater Minneapolis-St. Paul Area
Brokerage Director
Brokerage Coordinator
Financial Services Specialist
Financial Advisor
Saint Cloud State University - G.R. Herberger College of Business
Recommendations: 0
Life Insurance
Disability Insurance
Fixed Annuities
Investments
Estate Planning
Whole Life
Permanent Life Insurance
Long Term Care Insurance
j****[email protected]
Brett Kahnert, CRPC®
Financial Advisor
Greater Minneapolis-St. Paul Area
Financial Advisor
Financial Advisor
Financial Representative
Productivity Consultant
Music Educator
VanderCook College of Music
St. Olaf College
Apple Valley High School
Recommendations: 0
b****[email protected]
Kelly Gorin
Business Analyst Consultant
Greater Minneapolis-St. Paul Area
Business Analyst Consultant
Business Analyst Consultant (with Logisolve)
Reporting Analyst Consultant (with Adecco)
Product Development, Business Analyst
Production Support Analyst Software Product Development
Product Management Coordinator
Information Technology, Change Management Specialist
Admin. to VP Finance and Director of Investor Relations
Financial Advisor
Executive Budget & Program Analyst
Closed File Manager
Capella University
Capella University
University of Montana
熊本学園大学
Carroll College
Samford University
Recommendations: 0
ERP
Business Analysis
Team Building
Software Development
E-commerce
Product Management
Cross-functional Team Leadership
Strategic Planning
k****[email protected]
Brent Blanchette
Business Systems Programmer - Salesforce.com
Greater Minneapolis-St. Paul Area
Business Systems Programmer - Salesforce.com
Sr Financial Analyst
Sr. Financial Analyst
Business Analyst (contract)
Sr Financial Analyst
Financial Analyst
Teachers Assistant (Operations Managment)
Financial Advisor
Production Supervisor (internship)
University of Iowa - Henry B. Tippie College of Business
Butler University
Herscher High School
Recommendations: 0
Agile software...
Salesforce.com...
Visual Basic
Apex Programming
JavaScript
jQuery
SQL
Microsoft Excel
b****[email protected]
Jamal Abu-Shamala
Financial Advisor
Greater Minneapolis-St. Paul Area
Financial Advisor
Basketball Camp Director
Sales Consultant
Associate Sales Representative
Medical Assistant
Sales Consultant
Student
Basketball Player
Basketball Player
Basketball Player
Student Athlete
University of Minnesota-Twin Cities
Shakopee High School
Recommendations: 0
Sports Management
Sports
Coaching
Public Speaking
Athletics
Leadership
Sales
Event Management
j****[email protected]
Thomas Andersen
Account Executive
Greater Minneapolis-St. Paul Area
Account Executive
Company Name
Oracle
Financial Advisor
University of St. Thomas
Recommendations: 0
SaaS
CRM software
Consultative Selling
Solution Selling
Value Selling
Contract Negotiation
Marketing Strategy
Account Management
t****[email protected]
