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Distance Metro area (25 miles)
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COMPENSATION Either
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DESIGNATIONS
- CFA = Chartered Financial Analyst
- CFP = Certified Financial Planner
- ChFC = Chartered Financial Consultant
- CIMA = Certified Investment Management Analyst
- CDFA = Certified Divorce Financial Analyst
- CPA = Certified Public Accountant
- PFS = Personal Financial Specialist
- CFP
- CFA
- ChFC
- CDFA
- CPA
- CIMA
- PFS
Mario Lucarelli (CRD# 4562630) is an Investment Advisor Representative working at Lpl Financial LLC in Wayzata, MN and has over 21 years of experience in the finance industry.
James Lukanich (CRD# 1199607) is an Investment Advisor Representative working at Wells Fargo Advisors in Wayzata, MN and has over 40 years of experience in the finance industry.
Daniel Mahoney (CRD# 1342820) is an Investment Advisor Representative working at 360 Financial in Wayzata, MN and has over 39 years of experience in the finance industry. Daniel Mahoney has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Tracy Manson (CRD# 2311131) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Wayzata, MN and has over 30 years of experience in the finance industry.
Luana Marrier Holecek (CRD# 4625505) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Wayzata, MN and has over 21 years of experience in the finance industry.
Michael Marston (CRD# 818302) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Wayzata, MN and has over 42 years of experience in the finance industry.
Larry Mathison (CRD# 2008520) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Wayzata, MN and has over 12 years of experience in the finance industry.
Joseph McCullough (CRD# 5941002) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Wayzata, MN and has over 10 years of experience in the finance industry.
William McNabb (CRD# 5286471) is an Investment Advisor Representative working at Rbc Capital Markets, LLC in Wayzata, MN and has over 17 years of experience in the finance industry. William McNabb has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Yvonne Meloche (CRD# 3031863) is an Investment Advisor Representative working at Rbc Capital Markets, LLC in Wayzata, MN and has over 23 years of experience in the finance industry.