JRA Financial Advisors
Description
Address: 7373 Kirkwood Ct N, #300, Maple Grove, MN 55369 Hours: Closed ⋅ Opens 8AM Mon SaturdayClosedSundayClosedMonday8AM–4:30PMTuesday8AM–7PMWednesday8AM–4:30PMThursday8AM–7PMFriday8AM–4:30PMSuggest an edit Unable to add this file. Please check that it is a valid photo. Phone: (763) 315-8000 Appointments: jrafinancial.comPlace name: : : : : : Category: : Website: Website: http://www.jrafinancial.com/ Category: Financial Planner Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo. Questions & answers Ask a questionBe the first to ask a questionPopular times Saturdays MondaysTuesdaysWednesdaysThursdaysFridaysSaturdaysSundaysBased on visits to this place.Closed Saturdays—pick another day : 12a3a6a9a12p3p6p9p12a3a6aPlan your visitClosed Sundays—pick another dayClosed Saturdays—pick another dayHistogram showing popular times on MondaysHistogram showing popular times on TuesdaysHistogram showing popular times on WednesdaysHistogram showing popular times on ThursdaysHistogram showing popular times on FridaysPeople typically spend 1-3.5 hours here Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of JRA Financial Posting publicly on the Web Write a review Reviews Be the first to review
JRA Financial Advisors List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at JRA Financial Advisors. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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JRA Financial Advisors Employees
Employee
Years
Job
Industry
Jennifer Haas Jennifer Haas's JRA Financial Advisors Experience January 2013 - Present
Job Vice President of Operations
Industry Financial Services
Experience
JRA Financial Advisors January 2013 - Present
JRA Financial Advisors October 2001 - December 2012
R&D Systems 1999 - 2001
Skills
Securities, Asset Allocation, Series 7, Mutual Funds, Retirement Planning, Wealth Management, Investments, Investment Advisory, Alternative Investments, Asset Managment, Investment Strategies, Portfolio Management, Strategic Financial..., Series 63, Investment Management
Education
Gustavus Adolphus College 1995 — 1999
BA, Biochemistry & Chemistry
JRA Financial Advisors January 2013 - Present
JRA Financial Advisors October 2001 - December 2012
R&D Systems 1999 - 2001
Skills
Securities, Asset Allocation, Series 7, Mutual Funds, Retirement Planning, Wealth Management, Investments, Investment Advisory, Alternative Investments, Asset Managment, Investment Strategies, Portfolio Management, Strategic Financial..., Series 63, Investment Management
Education
Gustavus Adolphus College 1995 — 1999
BA, Biochemistry & Chemistry
Aimee Hatlestad, CFP Aimee Hatlestad, CFP's JRA Financial Advisors Experience October 2001 - May 2012
Job Wealth Partner at BGM TruNorth Wealth Partners
Industry Financial Services
Experience
BGM TruNorth Wealth Partners October 2013 - Present
Women's Foundation of Minnesota January 2014 - Present
United Way Women's Leadership Council January 2010 - December 2014
TruNorth May 2012 - October 2013
Citizens League December 2011 - December 2012
JRA Financial Advisors October 2001 - May 2012
Financial Network Investment Corporation, Member SIPC 1999 - May 2012
One Percent Club 2009 - 2010
Word of Peace Lutheran Church November 2006 - January 2009
Financial Planning Association September 2001 - December 2003
Skills
Wealth, Finance, IRAs, Mutual Funds, Financial Planners, Event Management, Investments, Fixed Annuities, Series 63, Investment Strategies, Securities, 401k
Education
Metropolitan State University 2003 — 2012
History
The American College 2003 — 2004
CFP, Financial Planning
BGM TruNorth Wealth Partners October 2013 - Present
Women's Foundation of Minnesota January 2014 - Present
United Way Women's Leadership Council January 2010 - December 2014
TruNorth May 2012 - October 2013
Citizens League December 2011 - December 2012
JRA Financial Advisors October 2001 - May 2012
Financial Network Investment Corporation, Member SIPC 1999 - May 2012
One Percent Club 2009 - 2010
Word of Peace Lutheran Church November 2006 - January 2009
Financial Planning Association September 2001 - December 2003
Skills
Wealth, Finance, IRAs, Mutual Funds, Financial Planners, Event Management, Investments, Fixed Annuities, Series 63, Investment Strategies, Securities, 401k
Education
Metropolitan State University 2003 — 2012
History
The American College 2003 — 2004
CFP, Financial Planning
Julie Cheney Julie Cheney's JRA Financial Advisors Experience February 2012 - May 2013
Job Finance Assistant for City of Monticello
Industry Accounting
Experience
City of monticello August 2014 - Present
YMCA St.Cloud May 2014 - August 2014
Merrill Corporation December 2013 - April 2014
JRA Financial Advisors February 2012 - May 2013
S.T. Cotter Turbine Services, Inc April 2008 - February 2012
Pro Business Management, Inc 2005 - 2008
Wells Fargo February 2000 - March 2005
Emerson Process Management October 1998 - January 2000
Emerson Process Management October 1994 - October 1998
Emerson Process Management December 1993 - October 1994
Skills
Accounting, QuickBooks, Financial Reporting, Bookkeeping, Financial Accounting, Journal Entries, Account Reconciliation, Full-Charge Bookkeeping, Cash Management, Spreadsheets, Payroll Taxes, Fixed Assets, Payroll, Accounts Payable, General Ledger, 10 Key
Education
Metropolitan State University 1998 — 2003
Bachelor of Applied Science (B.A.Sc.), Accounting
Minneapolis Business College 1991 — 1992
Diploma, Accounting
City of monticello August 2014 - Present
YMCA St.Cloud May 2014 - August 2014
Merrill Corporation December 2013 - April 2014
JRA Financial Advisors February 2012 - May 2013
S.T. Cotter Turbine Services, Inc April 2008 - February 2012
Pro Business Management, Inc 2005 - 2008
Wells Fargo February 2000 - March 2005
Emerson Process Management October 1998 - January 2000
Emerson Process Management October 1994 - October 1998
Emerson Process Management December 1993 - October 1994
Skills
Accounting, QuickBooks, Financial Reporting, Bookkeeping, Financial Accounting, Journal Entries, Account Reconciliation, Full-Charge Bookkeeping, Cash Management, Spreadsheets, Payroll Taxes, Fixed Assets, Payroll, Accounts Payable, General Ledger, 10 Key
Education
Metropolitan State University 1998 — 2003
Bachelor of Applied Science (B.A.Sc.), Accounting
Minneapolis Business College 1991 — 1992
Diploma, Accounting
Eric Heim Eric Heim's JRA Financial Advisors Experience February 2012 - May 2013
Job Controller at Midwest Diesel
Industry Environmental Services
Experience
Midwest Diesel August 2014 - Present
Covalent Accounting June 2013 - August 2014
JRA Financial Advisors February 2012 - May 2013
Allied Waste September 2008 - February 2012
Midwest Diesel September 2004 - March 2008
Skills
General Ledger, Account Reconciliation, Cost Accounting, Sarbanes-Oxley Act, Cash Flow Forecasting, Variance Analysis, Accruals, Microsoft Excel, Income Statement, Financial Reporting, Fixed Assets, Journal Entries, Accounting, Accounts Payable, GAAP, Accounts Receivable, Financial Modeling, Financial Statements, Finance, Balance Sheet Review, Budget Process, Financial Forecasting, Revenue Forecasting, Cash Management, Financial Accounting
Education
Northwestern College 2001 — 2004
BS, Finance
Midwest Diesel August 2014 - Present
Covalent Accounting June 2013 - August 2014
JRA Financial Advisors February 2012 - May 2013
Allied Waste September 2008 - February 2012
Midwest Diesel September 2004 - March 2008
Skills
General Ledger, Account Reconciliation, Cost Accounting, Sarbanes-Oxley Act, Cash Flow Forecasting, Variance Analysis, Accruals, Microsoft Excel, Income Statement, Financial Reporting, Fixed Assets, Journal Entries, Accounting, Accounts Payable, GAAP, Accounts Receivable, Financial Modeling, Financial Statements, Finance, Balance Sheet Review, Budget Process, Financial Forecasting, Revenue Forecasting, Cash Management, Financial Accounting
Education
Northwestern College 2001 — 2004
BS, Finance
Kristina Chenvert, CPP Kristina Chenvert, CPP's JRA Financial Advisors Experience March 2011 - May 2013
Job CEO, Marvel Bookkeeping
Industry Accounting
Experience
Marvel Bookkeeping May 2013 - Present
JRA Financial Advisors March 2011 - May 2013
Armstrong Subway. Inc. June 2008 - March 2011
Target July 2006 - May 2007
Armstrong Subway, Inc. August 2004 - July 2006
Armstrong Subway. Inc. September 2001 - August 2004
Skills
QuickBooks ProAdvisor, Employment Law, Bookkeeping, Cash Management, Financial Reporting, QuickBooks, Multi-State Sales Tax, Tax Preparation, Payroll Tax Amendments, Variance Analysis, Financial Accounting, Sales & Use Tax, Small Business, Budgets and Forecasts, HR Consulting, Unemployment Claims, Operations Management, Performance Management, Multi-state Payroll..., Accounts Receivable, Human Resources, Account Reconciliation, Time Management, Accounting, Income Tax, Financial Statements, Payroll, Accounts Payable, General Ledger, Strategic Financial...
Education
Minnesota School of Business 2004 — 2006
Associates, Managerial Accounting
Marvel Bookkeeping May 2013 - Present
JRA Financial Advisors March 2011 - May 2013
Armstrong Subway. Inc. June 2008 - March 2011
Target July 2006 - May 2007
Armstrong Subway, Inc. August 2004 - July 2006
Armstrong Subway. Inc. September 2001 - August 2004
Skills
QuickBooks ProAdvisor, Employment Law, Bookkeeping, Cash Management, Financial Reporting, QuickBooks, Multi-State Sales Tax, Tax Preparation, Payroll Tax Amendments, Variance Analysis, Financial Accounting, Sales & Use Tax, Small Business, Budgets and Forecasts, HR Consulting, Unemployment Claims, Operations Management, Performance Management, Multi-state Payroll..., Accounts Receivable, Human Resources, Account Reconciliation, Time Management, Accounting, Income Tax, Financial Statements, Payroll, Accounts Payable, General Ledger, Strategic Financial...
Education
Minnesota School of Business 2004 — 2006
Associates, Managerial Accounting
Daniel Erdmann, CPA Daniel Erdmann, CPA's JRA Financial Advisors Experience October 2011 - Present
Job Tax Manager at JRA Financial Advisors
Industry Accounting
Experience
JRA Financial Advisors October 2011 - Present
Schlenner Wenner & Co January 2006 - October 2011
Sam's Club September 2002 - January 2006
Skills
QuickBooks, Accounting, Income Tax, Tax Returns, Tax Preparation, Financial Statements, Tax Accounting, Small Business, Corporate Tax, US GAAP, Tax, Financial Accounting, Personal Income Tax..., S Corporations, Tax Research, Partnership Taxation, GAAP
Education
Saint Cloud State University - G.R. Herberger College of Business 2001 — 2005
BS Accounting, Accounting, Computer Networking
JRA Financial Advisors October 2011 - Present
Schlenner Wenner & Co January 2006 - October 2011
Sam's Club September 2002 - January 2006
Skills
QuickBooks, Accounting, Income Tax, Tax Returns, Tax Preparation, Financial Statements, Tax Accounting, Small Business, Corporate Tax, US GAAP, Tax, Financial Accounting, Personal Income Tax..., S Corporations, Tax Research, Partnership Taxation, GAAP
Education
Saint Cloud State University - G.R. Herberger College of Business 2001 — 2005
BS Accounting, Accounting, Computer Networking
Jenny Sibbet Jenny Sibbet's JRA Financial Advisors Experience 2002 - 2013
Job Education
Industry Primary/Secondary Education
Experience
Big Lake High School August 2014 - Present
JRA Financial Advisors 2002 - 2013
Hill Law Office June 2008 - June 2012
RBC Dain Rauscher November 1996 - November 2001
Skills
Investments, Microsoft Excel, Accounting, Mutual Funds, Securities, Financial Services, Equities, Investment Advisory, Microsoft Office, Customer Service, Project Management
Education
St. Cloud State University 1992 — 1996
Bachelor of Science, Finance
Big Lake High School August 2014 - Present
JRA Financial Advisors 2002 - 2013
Hill Law Office June 2008 - June 2012
RBC Dain Rauscher November 1996 - November 2001
Skills
Investments, Microsoft Excel, Accounting, Mutual Funds, Securities, Financial Services, Equities, Investment Advisory, Microsoft Office, Customer Service, Project Management
Education
St. Cloud State University 1992 — 1996
Bachelor of Science, Finance
Colette (Stotts) Dolan Colette (Stotts) Dolan's JRA Financial Advisors Experience May 1995 - Present
Job Chief Compliance Officer / HR Manager
Industry Financial Services
Experience
JRA Financial Advisors May 1995 - Present
Cetera Advisor Networks, LLC, Member FINRA/SIPC 2000 - Present
Collins Financial Planning 1992 - 1995
Skills
Regulatory Compliance, HR Management, Payroll Processing, Paychex, QuickBooks, Microsoft Office, SuccessFactors, Office Management, Staff Management, Staff Training, Customer Service, Document Imaging
Education
National-Louis University 1992 — 1994
Bachelor of Arts (BA), Business Administration and Management, General
JRA Financial Advisors May 1995 - Present
Cetera Advisor Networks, LLC, Member FINRA/SIPC 2000 - Present
Collins Financial Planning 1992 - 1995
Skills
Regulatory Compliance, HR Management, Payroll Processing, Paychex, QuickBooks, Microsoft Office, SuccessFactors, Office Management, Staff Management, Staff Training, Customer Service, Document Imaging
Education
National-Louis University 1992 — 1994
Bachelor of Arts (BA), Business Administration and Management, General
Katherine Moss's JRA Financial Advisors Experience 1995 - Present
Job Owner at JRA Financial Advisors
Industry Financial Services
Experience
JRA Financial Advisors 1995 - Present
AdvisorNet Financial 2012 - Present
JRA Financial Advisors 1993 - 2000
Skills
Securities, Estate Planning, Investment Advisory, Retirement, Fixed Annuities, Wealth Management, 401k, Long-term Care, IRAs, Public Speaking, Retirement Planning, Investments
Education
Brigham Young University 1977 — 1982
BA, Communications
Kennewick High School 1973 — 1977
College for Financial Planning
Certified Fund Specialist (CFS)
JRA Financial Advisors 1995 - Present
AdvisorNet Financial 2012 - Present
JRA Financial Advisors 1993 - 2000
Skills
Securities, Estate Planning, Investment Advisory, Retirement, Fixed Annuities, Wealth Management, 401k, Long-term Care, IRAs, Public Speaking, Retirement Planning, Investments
Education
Brigham Young University 1977 — 1982
BA, Communications
Kennewick High School 1973 — 1977
College for Financial Planning
Certified Fund Specialist (CFS)
Jayson Alexander, CFA's JRA Financial Advisors Experience July 2012 - October 2013
Job Business Development M&A Senior Analyst at Blue Cross and Blue Shield of Minnesota
Industry Financial Services
Experience
Blue Cross and Blue Shield of Minnesota October 2013 - Present
JRA Financial Advisors July 2012 - October 2013
Kelly Services February 2012 - May 2012
Disclosure Insight, Inc. January 2008 - February 2012
Education
William Mitchell College of Law 2005 — 2010
JD, Law (Part-time)
University of Minnesota - Carlson School of Management 2003 — 2005
BSB, Risk Management & Insurance
Blue Cross and Blue Shield of Minnesota October 2013 - Present
JRA Financial Advisors July 2012 - October 2013
Kelly Services February 2012 - May 2012
Disclosure Insight, Inc. January 2008 - February 2012
Education
William Mitchell College of Law 2005 — 2010
JD, Law (Part-time)
University of Minnesota - Carlson School of Management 2003 — 2005
BSB, Risk Management & Insurance
Karen Stotts's JRA Financial Advisors Experience March 1999 - February 2007
Job Environment, Health & Safety Data and Communication Analyst at Cargill
Industry Food & Beverages
Experience
Cargill February 2015 - Present
Cargill June 2010 - January 2015
Children's Cancer Research Fund December 2009 - June 2010
Children's Cancer Research Fund October 2007 - December 2009
ResourceWest August 2006 - October 2007
JRA Financial Advisors March 1999 - February 2007
Skills
Excel, Word, PowerPoint, Problem Solving, SharePoint, Data Analysis, Database Management, Pivot Tables, Report Generation, Microsoft Word, Non-profit Leadership, Microsoft Excel, Nonprofits, Fundraising, Event Planning, Project Management, Marketing Communications, Leadership, Management, Microsoft Office
Education
University of Minnesota - Carlson School of Management 2012 — 2017
Master of Business Administration (MBA)
University of St. Thomas 2002 — 2006
Bachelor of Arts, Majors: International Studies (concentration in Economics); Justice & Peace Studies. Minor: Spanish
Cargill February 2015 - Present
Cargill June 2010 - January 2015
Children's Cancer Research Fund December 2009 - June 2010
Children's Cancer Research Fund October 2007 - December 2009
ResourceWest August 2006 - October 2007
JRA Financial Advisors March 1999 - February 2007
Skills
Excel, Word, PowerPoint, Problem Solving, SharePoint, Data Analysis, Database Management, Pivot Tables, Report Generation, Microsoft Word, Non-profit Leadership, Microsoft Excel, Nonprofits, Fundraising, Event Planning, Project Management, Marketing Communications, Leadership, Management, Microsoft Office
Education
University of Minnesota - Carlson School of Management 2012 — 2017
Master of Business Administration (MBA)
University of St. Thomas 2002 — 2006
Bachelor of Arts, Majors: International Studies (concentration in Economics); Justice & Peace Studies. Minor: Spanish
Nicholas Loehlein's JRA Financial Advisors Experience March 2004 - July 2006
Job VP of Investments & Insurance planning at Diversified Wealth Management
Industry Financial Services
Experience
Diversified Wealth Management April 2014 - Present
AXA Advisors, LLC April 2006 - April 2014
JRA Financial Advisors March 2004 - July 2006
CliftonLarsonAllen LLP 1999 - 2004
Skills
Investments, Insurance, Fixed Annuities, Securities, Retirement Planning, Life Insurance, Investment Advisory, Finance, Tax, FINRA, Series 7, Mutual Funds, Retirement, Series 63, Asset Allocation
Education
Saint Cloud State University - G.R. Herberger College of Business 1997 — 2001
B.S., Economic Business, Economics
St. Cloud State University 1997 — 2001
Bachelor of Arts (B.A.), Ecomomic Business
Diversified Wealth Management April 2014 - Present
AXA Advisors, LLC April 2006 - April 2014
JRA Financial Advisors March 2004 - July 2006
CliftonLarsonAllen LLP 1999 - 2004
Skills
Investments, Insurance, Fixed Annuities, Securities, Retirement Planning, Life Insurance, Investment Advisory, Finance, Tax, FINRA, Series 7, Mutual Funds, Retirement, Series 63, Asset Allocation
Education
Saint Cloud State University - G.R. Herberger College of Business 1997 — 2001
B.S., Economic Business, Economics
St. Cloud State University 1997 — 2001
Bachelor of Arts (B.A.), Ecomomic Business
Melissa Machlitt's JRA Financial Advisors Experience April 1995 - Present
Job Executive Planner at JRA Financial Advisors
Industry Financial Services
Experience
JRA Financial Advisors April 1995 - Present
Skills
Retirement Planning, Personal Financial..., Qualified Retirement..., Investment Management, College Savings Plans
Education
Augsburg College 1989 — 1993
BA, Marketing, Management, Economics
College for Financial Planning
Chartered Retirement Planning Specialist
College for Financial Planning
Chartered Retirement Plans Specialist
FINRA
Series 6,7,63
Spring Lake Park High School
JRA Financial Advisors April 1995 - Present
Skills
Retirement Planning, Personal Financial..., Qualified Retirement..., Investment Management, College Savings Plans
Education
Augsburg College 1989 — 1993
BA, Marketing, Management, Economics
College for Financial Planning
Chartered Retirement Planning Specialist
College for Financial Planning
Chartered Retirement Plans Specialist
FINRA
Series 6,7,63
Spring Lake Park High School
Tammy Kvidera's JRA Financial Advisors Experience 1999 - 2001
Job NonProfit professional focused on youth development programs
Industry Nonprofit Organization Management
Experience
Northern Star Council, Boy Scouts of America August 2013 - Present
SVP Worldwide October 2011 - July 2013
Girl Scouts of Minnesota and Wisconsin River Valleys August 2005 - July 2010
JoAnn Stores 2003 - 2005
Winmark Corporation 2001 - 2003
JRA Financial Advisors 1999 - 2001
Sterling Jewelers 1994 - 1999
Skills
Retail, Strategic Planning, Fundraising, Employee Training, Volunteer Management, Budget management, Training, Team Building, Sales Operations, Program Development, Marketing Strategy, Marketing Communications, Management, Leadership, Forecasting, Event Planning, Event Management, Customer Service, Cross-functional Team..., Community Outreach
Education
St Catherine University 2011 — 2014
Master of Arts, Organizational Leadership
St. Catherine University 1996 — 2000
BS in Business Administration, Marketing/Management concentration
Northern Star Council, Boy Scouts of America August 2013 - Present
SVP Worldwide October 2011 - July 2013
Girl Scouts of Minnesota and Wisconsin River Valleys August 2005 - July 2010
JoAnn Stores 2003 - 2005
Winmark Corporation 2001 - 2003
JRA Financial Advisors 1999 - 2001
Sterling Jewelers 1994 - 1999
Skills
Retail, Strategic Planning, Fundraising, Employee Training, Volunteer Management, Budget management, Training, Team Building, Sales Operations, Program Development, Marketing Strategy, Marketing Communications, Management, Leadership, Forecasting, Event Planning, Event Management, Customer Service, Cross-functional Team..., Community Outreach
Education
St Catherine University 2011 — 2014
Master of Arts, Organizational Leadership
St. Catherine University 1996 — 2000
BS in Business Administration, Marketing/Management concentration
Ryan Obermoller's JRA Financial Advisors Experience 2010 - 2011
Job Accounting Manager at Corneliuson & Associates, Inc.
Industry Accounting
Experience
Corneliuson & Associates, Inc. February 2012 - Present
JRA Financial Advisors 2010 - 2011
Skills
Financial Reporting, QuickBooks, Investments, Accounting, Customer Service, Tax Preparation, Tax, Microsoft Excel, Income Tax, Tax Returns, Accounts Payable, Financial Accounting, General Ledger
Education
St. Cloud State University - Herberger Business School 1998 — 2001
Bachelor's degree, Accounting
Corneliuson & Associates, Inc. February 2012 - Present
JRA Financial Advisors 2010 - 2011
Skills
Financial Reporting, QuickBooks, Investments, Accounting, Customer Service, Tax Preparation, Tax, Microsoft Excel, Income Tax, Tax Returns, Accounts Payable, Financial Accounting, General Ledger
Education
St. Cloud State University - Herberger Business School 1998 — 2001
Bachelor's degree, Accounting