Top Investment Advisors in Greater Minneapolis-St. Paul Area
Bob McCarty
CEO
Greater Minneapolis-St. Paul Area
CEO
Owner
Business Consultant
Investment Advisor
Recommendations: 4
Selling
Sales Management
Management Consulting
Public Speaking
Coaching
New Business Development
Negotiation
Strategic Planning
s****[email protected]
r****[email protected]
Eric Ronning
Owner
Greater Minneapolis-St. Paul Area
Owner
Board Member
Finance Committee Member
President and Partner
Investment Advisor
Gustavus Adolphus College
Elk River High School
Recommendations: 3
Leadership
Recruiting
Staffing Services
Hiring
Management
Employee Engagement
Finance
Small Business
Alberto Monserrate
Director Board of Education
Greater Minneapolis-St. Paul Area
Director Board of Education
Investment Advisor
Account Administrator
University of Minnesota-Twin Cities
Recommendations: 2
Public Speaking
Community Outreach
Business Strategy
Leadership Development
Marketing Communications
Hispanic Market
Media Relations
Spanish
a****[email protected]
Matthew Nanne
Senior Financial Analyst
Greater Minneapolis-St. Paul Area
Senior Financial Analyst
International Channel Sales Development
Business and Financial Consultant
Editorial and Business Development Intern
Commerical Real Estate Brokerage Intern
Investment Advisor Intern
Start-up Intern
Maintenance Employee
Project Manager
Manager
Head Coach
Caddie
University of St. Thomas Opus School of Business
Benilde-St. Margaret's High School
Recommendations: 2
Leadership
Entrepreneurship
Finance
Microsoft Excel
Microsoft Office
Customer Service
Marketing
Sales
n****[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]
Frank Macgowan
Managing Principal
Greater Minneapolis-St. Paul Area
Managing Principal
Investment Advisor Representative
University of Pittsburgh - Joseph M. Katz Graduate School of Business
Inver Hills Community College
Recommendations: 0
f****[email protected]
Craig Robbins
Sr. Investment Stratigist
Greater Minneapolis-St. Paul Area
Sr. Investment Stratigist
Event Chair
Project Manager/ Sales
Partner
ETF Trading/ Risk Manager
National Accounts/ Project Manager
Project Lead
Investment Advisor
Carleton College
University of Minnesota
Recommendations: 0
Investments
Analysis
Mutual Funds
Program Management
Sales
Management
Strategy
Portfolio Management
c****[email protected]
Sergio Rivas
Financial Advisor
Greater Minneapolis-St. Paul Area
Financial Advisor
Consultant - Finance & Risk Management
Investment Advisor
Controller
Senior Manager - Financial Planning and Program Management
Manager, Treasury and Financial Planning
IESE Business School
Worcester Polytechnic Institute
Recommendations: 0
Financial Modeling
Mergers & Acquisitions
Strategic Financial Planning
Valuation
Investments
Process Improvement
Analysis
Internal Controls
s****[email protected]
Sharon Elander
Photographer
Greater Minneapolis-St. Paul Area
Photographer
Investment Advisor, Vice President
University of Minnesota - Carlson School of Management
Recommendations: 0
Portrait Photography
Customer Service
Adobe Creative Suite
Camera
Creative Writing
Editing
Fashion
Graphic Design
s****[email protected]
Ed Nunn
Executive Director
Greater Minneapolis-St. Paul Area
Executive Director
Administrator
Partner
Sales Representative
Account Manager
Account Manager
National Account Manager
Sales Reprensentative
Investment Advisor Executive
Recommendations: 0
Sales
Cross-functional Team Leadership
Strategic Planning
Marketing Strategy
Account Management
Healthcare
Leadership
B2B
e****[email protected]
e****[email protected]
Bruce Carlson, CFP
Firefighter/EMT
Greater Minneapolis-St. Paul Area
Firefighter/EMT
President, Carlson Asset Management , CFP, Investment Advisor
Investment adviser representative
Wharton School, University of Pennsylvania
College for Financial Planning
University of St. Thomas
Recommendations: 0
Series 7
Retirement Planning
Wealth Management
Asset Management
Investments
Investment Advisory
Strategic Financial Planning
Portfolio Management
b****[email protected]
Christopher Jones
Private Mortgage Banker
Greater Minneapolis-St. Paul Area
Private Mortgage Banker
Mortgage Banker
Managing Partner, Senior Consultant
Regional Director
Managing Director
Sr. Investment Advisor
Vice President, Investments
The American College
University of Wisconsin-Green Bay
Recommendations: 0
Investments
Wealth Management
Strategic Planning
Business Development
Business Strategy
Financial Modeling
Marketing Strategy
Strategy
j****[email protected]
c****[email protected]
Benjamin J. Wheeler, CFP®, CIMA®
Registered Investment Advisor
Greater Minneapolis-St. Paul Area
Registered Investment Advisor
University of Pennsylvania - The Wharton School
College for Financial Planning
Saint Cloud State University - G.R. Herberger College of Business
Recommendations: 0
Certified Investment Management Analyst
Certified Financial Planner
Finance
Portfolio Management
Strategic Planning
Investments
Leadership
Financial Analysis
w****[email protected]
Matt Radintz
Investment Advisor Representative at Transamerica Financial Advisors, Inc.
Greater Minneapolis-St. Paul Area
Investment Advisor Representative at Transamerica Financial Advisors, Inc.
Financial Professional
Wisconsin Indianhead Technical College
Wisconsin Indianhead Technical College
Recommendations: 0
Retirement Planning
Securities
Investments
Insurance
Strategic Financial Planning
Estate Planning
Finance
Portfolio Management
m*****@pinnaclewealthag.com
m****[email protected]
Don Townsend, CRPC®
Managed Account Specialist / Wholesaler
Greater Minneapolis-St. Paul Area
Managed Account Specialist / Wholesaler
Manager, Recruiting & Practice Acquisition
National Sales Consultant
Investment Advisor
Regional Sales Director
Area Sales Manager
Dickinson State University
Recommendations: 0
Series 7
Investments
Mutual Funds
Asset Managment
Fixed Annuities
Financial Planning
Asset Management
Insurance
t****[email protected]
Todd CFA
Managing Director, Global Investments
Greater Minneapolis-St. Paul Area
Managing Director, Global Investments
Investment Portfolio Manager
Investment Advisor
Portfolio Manager
Senior Financial Analyst
Financial Analyst
Indiana University - Kelley School of Business
Franklin & Marshall College
Recommendations: 0
Asset Allocation
Investment Management
Valuation
Private Equity
Mutual Funds
Family Office
Investment Performance
Investments
t****[email protected]
Nate Millerbernd
Investment Advisor Representative at Voya Financial Partners
Greater Minneapolis-St. Paul Area
Investment Advisor Representative at Voya Financial Partners
South Dakota State University
Recommendations: 0
n*****@mwm4wealth.com
n****[email protected]
Andrew Karlson
Investment Advisor Representative
Greater Minneapolis-St. Paul Area
Investment Advisor Representative
Senior Financial Services Representative
Cook
Cook
Groundsman
St. John's University
Park Center High School
Recommendations: 0
a****[email protected]
Jeff Blowers, CFP®, MBA, CLU®
External Life Sales Manager
Greater Minneapolis-St. Paul Area
External Life Sales Manager
Lieutenant Colonel, Infantry
Life Sales Advisor
Sales
Investment Advisor
US Army Ranger/Infantryman
University of St. Thomas
St. Cloud State University
Recommendations: 0
Life Insurance
Series 7
Retirement
Leadership
Security Clearance
Series 24
Series 6
Strategic Planning
j****[email protected]
Paul M. Bennett, CFP®, CRPC®
Investment Advisor Representative & Branch Manager
Greater Minneapolis-St. Paul Area
Investment Advisor Representative & Branch Manager
Minnesota State University, Mankato
Anoka Ramsey Community College
Recommendations: 0
Certified Financial...
Asset Mangement
Financial Planning
Retirement Planning
Retirement
Financial Advisory
Investment Management
Estate Planning
p****[email protected]
