AdvisorNet Financial
Industry: Company
DescriptionFounded: 1959 Subsidiary: AdvisorNet Wealth ManagementFeedbackDisclaimer Claim this knowledge panel Knowledge ResultSee photos See outsideMoved, closed, or was never hereReportAdvisorNet Financial IncWebsiteDirections Saved (0) Saved Save 2 Google reviews Financial consultant in Minneapolis, Minnesota Address: 701 S 4th Ave, Minneapolis, MN 55415 Hours: Closed ⋅ Opens 9AM Thu Wednesday9AM–5PMThursday9AM–5PMFriday9AM–4PMSaturdayClosedSundayClosedMonday9AM–5PMTuesday9AM–5PMSuggest an edit Unable to add this file. Please check that it is a valid photo. Phone: (612) 347-8600: Category: Website: : : Place name: : : : Website: http://www.advisornet.com/ Category: Financial consultant 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 question
AdvisorNet Financial List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at AdvisorNet Financial. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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AdvisorNet Financial Employees
Employee
Years
Job
Industry
Amy Lemke Amy Lemke's AdvisorNet Financial Experience October 2013 - April 2014
Job Director of Client Relations at Brightline Group, LLC
Industry Financial Services
Experience
Brightline Group, LLC April 2014 - Present
AdvisorNet Financial October 2013 - April 2014
AdvisorNet Wealth Management April 2009 - October 2013
Pakola, Steichen & Company April 2006 - August 2009
Skills
Securities, Estate Planning, Mutual Funds, Retirement Planning, Risk Management, Retirement, Insurance, Health Insurance, Long Term Care Insurance, Disability Insurance, Life Insurance
Education
Minneapolis Business College 2003 — 2004
Office Administration
Winona State University 2002 — 2003
Brightline Group, LLC April 2014 - Present
AdvisorNet Financial October 2013 - April 2014
AdvisorNet Wealth Management April 2009 - October 2013
Pakola, Steichen & Company April 2006 - August 2009
Skills
Securities, Estate Planning, Mutual Funds, Retirement Planning, Risk Management, Retirement, Insurance, Health Insurance, Long Term Care Insurance, Disability Insurance, Life Insurance
Education
Minneapolis Business College 2003 — 2004
Office Administration
Winona State University 2002 — 2003
Laura Chester Laura Chester's AdvisorNet Financial Experience May 2015 - Present
Job Operations Manager
Industry Financial Services
Experience
AdvisorNet Financial May 2015 - Present
AdvisorNet Financial June 2014 - May 2015
AdvisorNet Financial September 2002 - March 2014
Skills
Securities, Finance, Financial Services, Customer Service, Mailroom Operations, Facilities Operations, Human Resources, Payroll, Employee Benefits, Financial Planners
Education
Anoka Ramsey Community College
Coon Rapids High School
AdvisorNet Financial May 2015 - Present
AdvisorNet Financial June 2014 - May 2015
AdvisorNet Financial September 2002 - March 2014
Skills
Securities, Finance, Financial Services, Customer Service, Mailroom Operations, Facilities Operations, Human Resources, Payroll, Employee Benefits, Financial Planners
Education
Anoka Ramsey Community College
Coon Rapids High School
Chandra Lounsbury-Halverson Chandra Lounsbury-Halverson's AdvisorNet Financial Experience September 2009 - August 2013
Job Vice President, Brokerage and Investment Advisory Operations at BOK Financial
Industry Financial Services
Experience
BOK Financial June 2015 - Present
BOSC, Inc., A subsidiary of BOK Financial Corp. August 2013 - June 2015
AdvisorNet Financial September 2009 - August 2013
Gradient Financial Group May 2009 - September 2009
NEXT Financial Group, Inc. 2006 - 2009
Lincoln Financial Advisors 2002 - 2006
Skills
Series 7, Series 24, Series 63, Series 66, Series 53, Securities, Wealth Management, Complaint resolution, Operations Management, Advertising review, Branch Inspections, Anti Money Laundering, Alternative Investments, Strategic Financial..., Investment Advisory, Investments, Asset Allocation, Financial Advisory, Financial Services, 401k, Microsoft Excel, Adobe Creative Suite, PowerPoint, Advent, Laserfiche, Document Imaging, Trading Systems, Mutual Funds, Microsoft Office, Finance, Retirement Planning, Retirement, Estate Planning, Life Insurance, Investment Management, IRAs, FINRA, Investment Strategies, Financial Planners, Long-term Care, Financial Planning
Education
Bethel University 2005 — 2007
MBA, Business
Bethel College 2002 — 2004
Bachelor of Business Administration (B.B.A.)
BOK Financial June 2015 - Present
BOSC, Inc., A subsidiary of BOK Financial Corp. August 2013 - June 2015
AdvisorNet Financial September 2009 - August 2013
Gradient Financial Group May 2009 - September 2009
NEXT Financial Group, Inc. 2006 - 2009
Lincoln Financial Advisors 2002 - 2006
Skills
Series 7, Series 24, Series 63, Series 66, Series 53, Securities, Wealth Management, Complaint resolution, Operations Management, Advertising review, Branch Inspections, Anti Money Laundering, Alternative Investments, Strategic Financial..., Investment Advisory, Investments, Asset Allocation, Financial Advisory, Financial Services, 401k, Microsoft Excel, Adobe Creative Suite, PowerPoint, Advent, Laserfiche, Document Imaging, Trading Systems, Mutual Funds, Microsoft Office, Finance, Retirement Planning, Retirement, Estate Planning, Life Insurance, Investment Management, IRAs, FINRA, Investment Strategies, Financial Planners, Long-term Care, Financial Planning
Education
Bethel University 2005 — 2007
MBA, Business
Bethel College 2002 — 2004
Bachelor of Business Administration (B.B.A.)
Josh Baseman Josh Baseman's AdvisorNet Financial Experience May 2013 - January 2014
Job Hardware Specialist at Blue Cross and Blue Shield of Minnesota
Industry Computer & Network Security
Experience
Blue Cross and Blue Shield of Minnesota May 2015 - Present
TEKsystems March 2014 - May 2015
AdvisorNet Financial May 2013 - January 2014
TEKsystems August 2012 - April 2013
PC Doctor LLC of Albert Lea January 2009 - August 2012
Hy Vee April 2006 - March 2009
Glenville-Emmons High School June 2008 - August 2008
Skills
Technical Support, Troubleshooting, Operating Systems, Hardware, Help Desk Support, Laptops, Windows, Linux, Printers, Android, Management, Training, Desktop Computers, Active Directory, Windows 7, BigBlueButton, Citrix, Video Conferencing, Digital Signage
Education
Riverland Community College 2008 — 2010
AAS, Computer Technology
Blue Cross and Blue Shield of Minnesota May 2015 - Present
TEKsystems March 2014 - May 2015
AdvisorNet Financial May 2013 - January 2014
TEKsystems August 2012 - April 2013
PC Doctor LLC of Albert Lea January 2009 - August 2012
Hy Vee April 2006 - March 2009
Glenville-Emmons High School June 2008 - August 2008
Skills
Technical Support, Troubleshooting, Operating Systems, Hardware, Help Desk Support, Laptops, Windows, Linux, Printers, Android, Management, Training, Desktop Computers, Active Directory, Windows 7, BigBlueButton, Citrix, Video Conferencing, Digital Signage
Education
Riverland Community College 2008 — 2010
AAS, Computer Technology
Cindy Wiedemann Cindy Wiedemann's AdvisorNet Financial Experience March 2000 - Present
Job Director of Operations and Compliance/Designated Supervisor,OSJ
Industry Financial Services
Experience
AdvisorNet Financial March 2000 - Present
AdvisorNet Financial 2000 - 2012
Washington Square Securities December 1997 - March 2000
Voyageur Mutual Funds January 1993 - June 1997
Piper Jaffray 1980 - 1984
Skills
Fixed Annuities, Strategic Financial..., Investments, Insurance, Wealth Management, Series 63, Retirement Planning, Securities, Series 7, Long-term Care, Retirement, Finance
Education
Anoka Ramsey Community College
AdvisorNet Financial March 2000 - Present
AdvisorNet Financial 2000 - 2012
Washington Square Securities December 1997 - March 2000
Voyageur Mutual Funds January 1993 - June 1997
Piper Jaffray 1980 - 1984
Skills
Fixed Annuities, Strategic Financial..., Investments, Insurance, Wealth Management, Series 63, Retirement Planning, Securities, Series 7, Long-term Care, Retirement, Finance
Education
Anoka Ramsey Community College
Jennifer Hendrikson Jennifer Hendrikson's AdvisorNet Financial Experience August 2014 - Present
Job Administrative Assistant at AdvisorNet Financial
Industry Financial Services
Experience
AdvisorNet Financial August 2014 - Present
Manpower January 2014 - June 2014
HTI September 1998 - November 2013
Skills
Customer Satisfaction, Helping Clients, Management, Microsoft Excel, New Business Development, Leadership, Microsoft Word, Project Management, Test Automation, Testing, Debugging, Quality Assurance
Education
Riverland Community College 2009 — 2010
Associate of Arts and Sciences (AAS), Applied Technology
Austin High School 1982 — 1986
AdvisorNet Financial August 2014 - Present
Manpower January 2014 - June 2014
HTI September 1998 - November 2013
Skills
Customer Satisfaction, Helping Clients, Management, Microsoft Excel, New Business Development, Leadership, Microsoft Word, Project Management, Test Automation, Testing, Debugging, Quality Assurance
Education
Riverland Community College 2009 — 2010
Associate of Arts and Sciences (AAS), Applied Technology
Austin High School 1982 — 1986
Rachel Fraser Rachel Fraser's AdvisorNet Financial Experience February 2001 - May 2005
Job Branch Manager, Partner
Industry Financial Services
Experience
Bond and Devick Financial Network May 2005 - Present
AdvisorNet Financial February 2001 - May 2005
Education
University of Phoenix 2008 — 2010
AA Business
Bond and Devick Financial Network May 2005 - Present
AdvisorNet Financial February 2001 - May 2005
Education
University of Phoenix 2008 — 2010
AA Business
Lado Jobava's AdvisorNet Financial Experience August 2015 - Present
Job Investment/Operations Specialist
Industry Financial Services
Experience
AdvisorNet Financial August 2015 - Present
Taylor Corporation September 2014 - May 2015
Maverick Student Investment Fund January 2014 - May 2015
Morgan Stanley Wealth Management May 2014 - August 2014
Taylor Corporation December 2013 - May 2014
Minnesota State University, Mankato May 2013 - May 2014
Minnesota State University, Mankato May 2013 - May 2014
Minnesota State University, Mankato August 2012 - December 2013
Minnesota State University, Mankato January 2013 - May 2013
Minnesota State University, Mankato October 2012 - May 2013
Skills
Public Speaking, Critical Thinking, Event Planning, Leadership, Microsoft Word, Fundraising, Customer Service, Time Management, Teamwork, Facebook, Research, Cross-cultural Teams, Microsoft Excel, Community Outreach, Marketing, Social Media, Microsoft Office, PowerPoint, Nonprofits, Financial Analysis, Corporate Finance, Investments, Wealth Management..., Retirement Planning, Portfolio Performance..., Risk Analysis, Problem Solving, Scenario Analysis
Education
Minnesota State University, Mankato 2011 — 2015
Bachelor of Science (BS), Corporate Finance and Invesment Analysis
AdvisorNet Financial August 2015 - Present
Taylor Corporation September 2014 - May 2015
Maverick Student Investment Fund January 2014 - May 2015
Morgan Stanley Wealth Management May 2014 - August 2014
Taylor Corporation December 2013 - May 2014
Minnesota State University, Mankato May 2013 - May 2014
Minnesota State University, Mankato May 2013 - May 2014
Minnesota State University, Mankato August 2012 - December 2013
Minnesota State University, Mankato January 2013 - May 2013
Minnesota State University, Mankato October 2012 - May 2013
Skills
Public Speaking, Critical Thinking, Event Planning, Leadership, Microsoft Word, Fundraising, Customer Service, Time Management, Teamwork, Facebook, Research, Cross-cultural Teams, Microsoft Excel, Community Outreach, Marketing, Social Media, Microsoft Office, PowerPoint, Nonprofits, Financial Analysis, Corporate Finance, Investments, Wealth Management..., Retirement Planning, Portfolio Performance..., Risk Analysis, Problem Solving, Scenario Analysis
Education
Minnesota State University, Mankato 2011 — 2015
Bachelor of Science (BS), Corporate Finance and Invesment Analysis
Scott E. Fisher Scott E. Fisher's AdvisorNet Financial Experience May 2010 - Present
Job Financial Advisor Fisher|Troy Wealth Management/AdvisorNet Financial
Industry Financial Services
Experience
AdvisorNet Financial May 2010 - Present
Duluth Teachers Credit Union (DTCU) 2009 - 2010
Fond du Lac Reservation 1988 - 2008
Wells Fargo 1977 - 1988
Skills
Investments, Banking, Strategic Financial..., Securities, Finance, Retirement Planning, Employee Benefits, Financial Advisory, Portfolio Management, Series 7, Mutual Funds, Wealth Management, Retirement, Estate Planning, Series 63, Life Insurance, Asset Allocation
Education
University of Minnesota-Duluth 1993 — 1998
Master of Business Administration, Business Administration and Management, General
University of Minnesota-Duluth 1971 — 1976
Bachelor of Science
Duluth East High School 1968 — 1971
Diploma
AdvisorNet Financial May 2010 - Present
Duluth Teachers Credit Union (DTCU) 2009 - 2010
Fond du Lac Reservation 1988 - 2008
Wells Fargo 1977 - 1988
Skills
Investments, Banking, Strategic Financial..., Securities, Finance, Retirement Planning, Employee Benefits, Financial Advisory, Portfolio Management, Series 7, Mutual Funds, Wealth Management, Retirement, Estate Planning, Series 63, Life Insurance, Asset Allocation
Education
University of Minnesota-Duluth 1993 — 1998
Master of Business Administration, Business Administration and Management, General
University of Minnesota-Duluth 1971 — 1976
Bachelor of Science
Duluth East High School 1968 — 1971
Diploma
Joseph P. Nelson, CFP® Joseph P. Nelson, CFP®'s AdvisorNet Financial Experience August 2003 - Present
Job Vice President at Advanced Retirement Resources, Inc.
Industry Investment Management
Experience
Advanced Retirement Resources, Inc. August 2003 - Present
AdvisorNet Financial August 2003 - Present
Cetera Advisor Networks LLC August 2003 - Present
Skills
Retirement Planning, Investment Planning, Strategic Planning, Personal Finance, Financial Analysis, Banking, Insurance, Fixed Annuities, Budgets, Team Building, Management, Process Improvement, New Business Development, Project Management, Team Leadership
Education
Minnesota State University, Mankato 2003 — 2005
CFP Professional Education Program
Bethel University 1999 — 2003
Bachelors, Finance and Economics
Elk River Highschool
Advanced Retirement Resources, Inc. August 2003 - Present
AdvisorNet Financial August 2003 - Present
Cetera Advisor Networks LLC August 2003 - Present
Skills
Retirement Planning, Investment Planning, Strategic Planning, Personal Finance, Financial Analysis, Banking, Insurance, Fixed Annuities, Budgets, Team Building, Management, Process Improvement, New Business Development, Project Management, Team Leadership
Education
Minnesota State University, Mankato 2003 — 2005
CFP Professional Education Program
Bethel University 1999 — 2003
Bachelors, Finance and Economics
Elk River Highschool
Jeanne Wiedewitsch Jeanne Wiedewitsch's AdvisorNet Financial Experience October 2012 - Present
Job Manager of Advisor Support at AdvisorNet Financial
Industry Financial Services
Experience
AdvisorNet Financial October 2012 - Present
AdvisorNet Financial June 2006 - Present
Aflac December 2004 - June 2006
Skills
Investments, Retirement Planning, Life Insurance, Financial Services, Software Training, Paraplanning, Series 66, Series 7
Education
The Ohio State University 2000 — 2004
Financial Management
AdvisorNet Financial October 2012 - Present
AdvisorNet Financial June 2006 - Present
Aflac December 2004 - June 2006
Skills
Investments, Retirement Planning, Life Insurance, Financial Services, Software Training, Paraplanning, Series 66, Series 7
Education
The Ohio State University 2000 — 2004
Financial Management
Darin Hanson Darin Hanson's AdvisorNet Financial Experience March 1993 - Present
Job Financial Advisor at AdvisorNet Financial
Industry Financial Services
Experience
AdvisorNet Financial March 1993 - Present
Skills
Retirement Planning, Retirement, Strategic Financial..., Investments, Fixed Annuities, Securities, Mutual Funds, Asset Allocation
Education
University of Minnesota-Duluth 1989 — 1993
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
AdvisorNet Financial March 1993 - Present
Skills
Retirement Planning, Retirement, Strategic Financial..., Investments, Fixed Annuities, Securities, Mutual Funds, Asset Allocation
Education
University of Minnesota-Duluth 1989 — 1993
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Jim Fahnhorst CFP(R) Jim Fahnhorst CFP(R)'s AdvisorNet Financial Experience May 1996 - Present
Job Financial Advisor CFP(R)
Industry Financial Services
Experience
AdvisorNet Financial May 1996 - Present
AdvisorNet Financial May 1996 - Present
Swenson Anderson Financial Group / AdvisorNet Financial January 1996 - January 2010
Prudential Insurance Company of America January 1993 - January 1996
San Francisco 49ers August 1984 - August 1991
Skills
Insurance, Retirement Planning, Financial Planning, Investments, Long Term Care, Estate Planning, Business Planning, Football Coach, Retirement, Strategic Financial..., Long-term Care
Education
CFP® 2000 — 2001
University of Minnesota-Twin Cities 1977 — 1982
B.A. Psychology, Minor in Criminology
AdvisorNet Financial May 1996 - Present
AdvisorNet Financial May 1996 - Present
Swenson Anderson Financial Group / AdvisorNet Financial January 1996 - January 2010
Prudential Insurance Company of America January 1993 - January 1996
San Francisco 49ers August 1984 - August 1991
Skills
Insurance, Retirement Planning, Financial Planning, Investments, Long Term Care, Estate Planning, Business Planning, Football Coach, Retirement, Strategic Financial..., Long-term Care
Education
CFP® 2000 — 2001
University of Minnesota-Twin Cities 1977 — 1982
B.A. Psychology, Minor in Criminology
Rich O'Connor, CFP's AdvisorNet Financial Experience March 2010 - Present
Job Financial Advisor, CFP at AdvisorNet Financial
Industry Financial Services
Experience
AdvisorNet Financial March 2010 - Present
M&I Wealth Management February 2006 - November 2009
CitiStreet a CitiGroup/State Street Company 1994 - 2004
Minnesota House of Representatives 1980 - 1992
Skills
Retirement Planning, Estate Planning, Financial Planning, Securities, Investments, Portfolio Management, Equities, Wealth Management, Insurance, Fixed Income, Financial Advisory, Risk Management, Retirement Income..., Annuities, Pensions, Alternative Investments, Foundations, Small Business, Charitable Giving, 401k
Education
University of Notre Dame 1971 — 1975
BA, Government and International Relations, Economics
College for Financial Planning
CFP Professional Education Program
St. Paul Johnson High School
AdvisorNet Financial March 2010 - Present
M&I Wealth Management February 2006 - November 2009
CitiStreet a CitiGroup/State Street Company 1994 - 2004
Minnesota House of Representatives 1980 - 1992
Skills
Retirement Planning, Estate Planning, Financial Planning, Securities, Investments, Portfolio Management, Equities, Wealth Management, Insurance, Fixed Income, Financial Advisory, Risk Management, Retirement Income..., Annuities, Pensions, Alternative Investments, Foundations, Small Business, Charitable Giving, 401k
Education
University of Notre Dame 1971 — 1975
BA, Government and International Relations, Economics
College for Financial Planning
CFP Professional Education Program
St. Paul Johnson High School
Dana Brewer, CFP Dana Brewer, CFP's AdvisorNet Financial Experience 1998 - December 2013
Job Financial Planner and Partner at Birchwood Financial Partners
Industry Financial Services
Experience
Birchwood Financial Partners, Inc. January 2000 - Present
AdvisorNet Financial 1998 - December 2013
Cetera Financial Group 1998 - 2012
Skills
Strategic Financial..., Retirement Planning, Wealth Management, Investment Advisory, Estate Planning, Investments, Mutual Funds, Socially Responsible...
Education
Metropolitan State University 1987 — 1992
BA, Personal Finance
Gustavus Adolphus College 1978 — 1980
Birchwood Financial Partners, Inc. January 2000 - Present
AdvisorNet Financial 1998 - December 2013
Cetera Financial Group 1998 - 2012
Skills
Strategic Financial..., Retirement Planning, Wealth Management, Investment Advisory, Estate Planning, Investments, Mutual Funds, Socially Responsible...
Education
Metropolitan State University 1987 — 1992
BA, Personal Finance
Gustavus Adolphus College 1978 — 1980
Mike Kriegler Mike Kriegler's AdvisorNet Financial Experience June 2008 - February 2015
Job Senior Registered Client Associate at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors March 2015 - Present
AdvisorNet Financial June 2008 - February 2015
Education
St. Cloud State University
BS, Finance
Wells Fargo Advisors March 2015 - Present
AdvisorNet Financial June 2008 - February 2015
Education
St. Cloud State University
BS, Finance
Danny Cook, CRPC® Danny Cook, CRPC®'s AdvisorNet Financial Experience January 2013 - February 2014
Job Transition Manager Experienced Advisor Recruits at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. February 2014 - Present
AdvisorNet Financial January 2013 - February 2014
Ameriprise Financial Services, Inc. January 2010 - January 2013
Ameriprise Financial Services, Inc. December 2007 - January 2010
Fitness Together July 2004 - December 2007
Skills
Series 7, Investments, Insurance, Wealth Management, Strategic Planning, Securities, Change Management, Series 66, Series 24, Marketing Strategy, Customer Relations, Process Improvement, Reporting & Analysis, Product Development, Business Analysis, Customer Service, Finance, Financial Services, Management, Sales, Strategy, Uniform Combined State...
Education
The University of North Dakota
Bachelors of Science
Ameriprise Financial Services, Inc. February 2014 - Present
AdvisorNet Financial January 2013 - February 2014
Ameriprise Financial Services, Inc. January 2010 - January 2013
Ameriprise Financial Services, Inc. December 2007 - January 2010
Fitness Together July 2004 - December 2007
Skills
Series 7, Investments, Insurance, Wealth Management, Strategic Planning, Securities, Change Management, Series 66, Series 24, Marketing Strategy, Customer Relations, Process Improvement, Reporting & Analysis, Product Development, Business Analysis, Customer Service, Finance, Financial Services, Management, Sales, Strategy, Uniform Combined State...
Education
The University of North Dakota
Bachelors of Science
Daniel W Anderson's AdvisorNet Financial Experience 1969 - Present
Job Chairman at AdvisorNet Financial
Industry Financial Services
Experience
AdvisorNet Financial 1969 - Present
Cetera Financial Networks 1992 - 2012
New Jersey Nets 1967 - 1969
Skills
Strategic Financial..., Investments, Wealth Management, Retirement Planning, Financial Advisory, Estate Planning, Securities, Insurance, Financial Services, Series 7, Finance, Portfolio Management, Retirement, Investment Advisory, Fixed Annuities, Financial Planners, Asset Allocation, Mutual Funds, Financial Planning
Education
The American College 1970 — 1980
ChFC, CLU, Financial Services
Augsburg College 1961 — 1965
BA, Math, Physics, Psychology
AdvisorNet Financial 1969 - Present
Cetera Financial Networks 1992 - 2012
New Jersey Nets 1967 - 1969
Skills
Strategic Financial..., Investments, Wealth Management, Retirement Planning, Financial Advisory, Estate Planning, Securities, Insurance, Financial Services, Series 7, Finance, Portfolio Management, Retirement, Investment Advisory, Fixed Annuities, Financial Planners, Asset Allocation, Mutual Funds, Financial Planning
Education
The American College 1970 — 1980
ChFC, CLU, Financial Services
Augsburg College 1961 — 1965
BA, Math, Physics, Psychology
Todd Kelzenberg Todd Kelzenberg's AdvisorNet Financial Experience March 2009 - Present
Job V. P. Business Development at AdvisorNet Financial Regional Director, Cetera Advisor Networks
Industry Financial Services
Experience
AdvisorNet Financial March 2009 - Present
Ameriprise Financial Services, Inc. 2001 - 2008
Education
Minnesota State University, Mankato 1997 — 2001
B.S., Finance
Blaine High School 1992 — 1995
AdvisorNet Financial March 2009 - Present
Ameriprise Financial Services, Inc. 2001 - 2008
Education
Minnesota State University, Mankato 1997 — 2001
B.S., Finance
Blaine High School 1992 — 1995
Robert McHattie Robert McHattie's AdvisorNet Financial Experience May 2009 - Present
Job Financial Advisor at AdvisorNet Financial
Industry Financial Services
Experience
AdvisorNet Financial May 2009 - Present
Ameriprise Financial Services March 2005 - May 2009
Honeywell 2003 - 2004
Valspar March 1997 - April 2002
BNSF Railway November 1979 - September 1996
Skills
Retirement Planning, Estate Planning, Financial Planning, Investments, Securities
Education
University of St. Thomas - Opus College of Business 1992 — 1998
MBA, Marketing
University of Minnesota - Carlson School of Management 1974 — 1979
BS, Business - Regular
AdvisorNet Financial May 2009 - Present
Ameriprise Financial Services March 2005 - May 2009
Honeywell 2003 - 2004
Valspar March 1997 - April 2002
BNSF Railway November 1979 - September 1996
Skills
Retirement Planning, Estate Planning, Financial Planning, Investments, Securities
Education
University of St. Thomas - Opus College of Business 1992 — 1998
MBA, Marketing
University of Minnesota - Carlson School of Management 1974 — 1979
BS, Business - Regular
Derek J. Nutter Derek J. Nutter's AdvisorNet Financial Experience May 2003 - Present
Job Financial Advisor at Nutter Financial Group
Industry Financial Services
Experience
AdvisorNet Financial May 2003 - Present
Nutter Financial Group May 2003 - Present
Cetera Advisor Networks LLC May 2003 - Present
Skills
Financial Planning, Working with..., Strategic Financial..., Retirement, Investments, Estate Planning, Retirement Planning, Securities, Series 7, Fixed Annuities, Small Business, Finance
Education
Gustavus Adolphus College 1998 — 2002
B.A., Financial Economics
Mounds View High School 1994 — 1998
AdvisorNet Financial May 2003 - Present
Nutter Financial Group May 2003 - Present
Cetera Advisor Networks LLC May 2003 - Present
Skills
Financial Planning, Working with..., Strategic Financial..., Retirement, Investments, Estate Planning, Retirement Planning, Securities, Series 7, Fixed Annuities, Small Business, Finance
Education
Gustavus Adolphus College 1998 — 2002
B.A., Financial Economics
Mounds View High School 1994 — 1998
Dan May, CFP® Dan May, CFP®'s AdvisorNet Financial Experience March 1984 - Present
Job President & CEO at AdvisorNet Financial
Industry Financial Services
Experience
Cetera Advisor Networks October 1984 - Present
AdvisorNet Financial March 1984 - Present
Skills
Retirement Planning, Strategic Financial..., Investments, Wealth Management, Fixed Annuities, Investment Advisory, Estate Planning, Securities, Insurance, Life Insurance, Series 7, Series 63, Mutual Funds, Asset Allocation, IRAs, Series 24, Health Insurance, 401k, Risk Management, Finance, FINRA, Portfolio Management
Education
Minnesota State University, Mankato 1975 — 1978
Bachelor of Science Business, Economics and Marketing
Cetera Advisor Networks October 1984 - Present
AdvisorNet Financial March 1984 - Present
Skills
Retirement Planning, Strategic Financial..., Investments, Wealth Management, Fixed Annuities, Investment Advisory, Estate Planning, Securities, Insurance, Life Insurance, Series 7, Series 63, Mutual Funds, Asset Allocation, IRAs, Series 24, Health Insurance, 401k, Risk Management, Finance, FINRA, Portfolio Management
Education
Minnesota State University, Mankato 1975 — 1978
Bachelor of Science Business, Economics and Marketing
Joshua Canniff Joshua Canniff's AdvisorNet Financial Experience May 2009 - Present
Job Certified Financial Planner at AdvisorNet Financial, CFP®, CRPC®
Industry Financial Services
Experience
AdvisorNet Financial May 2009 - Present
Ameriprise Financial Services, Inc. June 2006 - May 2009
Skills
Investments, Retirement Planning, Strategic Financial..., Insurance, Small Business, Finance, Securities, Wealth Management, Retirement, Estate Planning, Fixed Annuities, Series 7, Financial Advisory, Mutual Funds, Investment Advisory, Asset Allocation, Life Insurance, Long-term Care, Financial Planners, 401k, Risk Management, Investment Strategies
Education
St. Cloud State University - Herberger Business School 1999 — 2004
BS, Business Management
AdvisorNet Financial May 2009 - Present
Ameriprise Financial Services, Inc. June 2006 - May 2009
Skills
Investments, Retirement Planning, Strategic Financial..., Insurance, Small Business, Finance, Securities, Wealth Management, Retirement, Estate Planning, Fixed Annuities, Series 7, Financial Advisory, Mutual Funds, Investment Advisory, Asset Allocation, Life Insurance, Long-term Care, Financial Planners, 401k, Risk Management, Investment Strategies
Education
St. Cloud State University - Herberger Business School 1999 — 2004
BS, Business Management
DeJuan Davis DeJuan Davis's AdvisorNet Financial Experience February 2014 - Present
Job Desktop Technician at AdvisorNet Financial
Industry Computer & Network Security
Experience
AdvisorNet Financial February 2014 - Present
AdvisorNet Financial February 2014 - Present
PwC February 2013 - February 2014
RBC October 2012 - August 2013
Unisys 2012 - 2012
Skills
Computer Hardware, Windows 7, XP, Hardware, Troubleshooting, Microsoft Office, Computer Repair, Software Installation, Operating Systems, Networking, Help Desk Support, Lotus Notes, Windows XP, Technical Support, Citrix
Education
University of Minnesota-Twin Cities 2008 — 2013
Bachelor’s Degree, Computer Science, 3.7
PC Proschool 2011 — 2012
2 - 4 year schools, Certifacation's
AdvisorNet Financial February 2014 - Present
AdvisorNet Financial February 2014 - Present
PwC February 2013 - February 2014
RBC October 2012 - August 2013
Unisys 2012 - 2012
Skills
Computer Hardware, Windows 7, XP, Hardware, Troubleshooting, Microsoft Office, Computer Repair, Software Installation, Operating Systems, Networking, Help Desk Support, Lotus Notes, Windows XP, Technical Support, Citrix
Education
University of Minnesota-Twin Cities 2008 — 2013
Bachelor’s Degree, Computer Science, 3.7
PC Proschool 2011 — 2012
2 - 4 year schools, Certifacation's
Remi Williams's AdvisorNet Financial Experience May 2012 - August 2012
Job GlutenFree Baker extraordinaire
Industry Food & Beverages
Experience
Tastries Bakery September 2014 - Present
Sebastian Joe's May 2013 - July 2014
New Reflections Salon September 2012 - July 2014
AdvisorNet Financial May 2012 - August 2012
Foster Klima & Company September 2011 - April 2012
ShoppeSimple Network 2011 - October 2011
Aafusion Spa and Salon January 2010 - November 2010
The Day Spa September 2008 - September 2009
Wolf Studios August 2007 - September 2008
Comcast Cable March 2003 - July 2004
Skills
Microsoft Excel, Data Entry, Social Media, Accounts Payable, Sales, Invoicing, CRM, Photoshop, Payroll, Troubleshooting, Insurance, Mac, Customer Service, Microsoft Office, Marketing, Accounting
Education
University of Wisconsin-River Falls 2004 — 2007
Bachelors, Journalism, Spanish
Edison High School 2000 — 2002
St. Catherine University
Tastries Bakery September 2014 - Present
Sebastian Joe's May 2013 - July 2014
New Reflections Salon September 2012 - July 2014
AdvisorNet Financial May 2012 - August 2012
Foster Klima & Company September 2011 - April 2012
ShoppeSimple Network 2011 - October 2011
Aafusion Spa and Salon January 2010 - November 2010
The Day Spa September 2008 - September 2009
Wolf Studios August 2007 - September 2008
Comcast Cable March 2003 - July 2004
Skills
Microsoft Excel, Data Entry, Social Media, Accounts Payable, Sales, Invoicing, CRM, Photoshop, Payroll, Troubleshooting, Insurance, Mac, Customer Service, Microsoft Office, Marketing, Accounting
Education
University of Wisconsin-River Falls 2004 — 2007
Bachelors, Journalism, Spanish
Edison High School 2000 — 2002
St. Catherine University
Michael Betz, MBA, CFP®'s AdvisorNet Financial Experience 2010 - 2012
Job Client Services Director | Affiance Financial
Industry Financial Services
Experience
Affiance Financial 2013 - Present
Betz Consulting 2012 - 2013
AdvisorNet Financial 2010 - 2012
Callahan Financial Planning 2008 - 2010
JNBA Financial Advisors 2008 - 2008
Ameriprise Financial Services, Inc. 2004 - 2008
Skills
Wealth Management, Retirement Planning, Investment Advisory, Strategic Financial..., Investments, Asset Allocation, Financial Services, Insurance, IT Ecosystem Design, Project Management, Consulting, Financial Planning
Education
Hamline University
M.B.A., Change Management, Business Process Management
University of Wisconsin-Madison
B.S., Personal Finance, Consumer Science
Affiance Financial 2013 - Present
Betz Consulting 2012 - 2013
AdvisorNet Financial 2010 - 2012
Callahan Financial Planning 2008 - 2010
JNBA Financial Advisors 2008 - 2008
Ameriprise Financial Services, Inc. 2004 - 2008
Skills
Wealth Management, Retirement Planning, Investment Advisory, Strategic Financial..., Investments, Asset Allocation, Financial Services, Insurance, IT Ecosystem Design, Project Management, Consulting, Financial Planning
Education
Hamline University
M.B.A., Change Management, Business Process Management
University of Wisconsin-Madison
B.S., Personal Finance, Consumer Science
Trisha Qualy Trisha Qualy's AdvisorNet Financial Experience June 2011 - February 2012
Job Financial Planner | RIA Compliance & Operations
Industry Financial Services
Experience
Financially Fluent Advisors April 2015 - Present
AdvisorNet Wealth Management November 2014 - Present
AdvisorNet Wealth Management April 2013 - October 2014
AdvisorNet Financial June 2011 - February 2012
Korea Herald School February 2010 - March 2011
University of Minnesota October 2008 - January 2010
Skills
Financial Planning, Investment Advisory, Compliance, Operations, Entrepreneurship, Project Management, Process Improvement, Training, Language Teaching, Business Workflows, Organizational...
Education
University of St. Thomas 2015 — 2016
Executive Education, Certificate in Financial Planning
University of Minnesota-Twin Cities 2005 — 2009
Bachelor's Degree, Spanish Studies & Management
Financially Fluent Advisors April 2015 - Present
AdvisorNet Wealth Management November 2014 - Present
AdvisorNet Wealth Management April 2013 - October 2014
AdvisorNet Financial June 2011 - February 2012
Korea Herald School February 2010 - March 2011
University of Minnesota October 2008 - January 2010
Skills
Financial Planning, Investment Advisory, Compliance, Operations, Entrepreneurship, Project Management, Process Improvement, Training, Language Teaching, Business Workflows, Organizational...
Education
University of St. Thomas 2015 — 2016
Executive Education, Certificate in Financial Planning
University of Minnesota-Twin Cities 2005 — 2009
Bachelor's Degree, Spanish Studies & Management
Tedd J. Hoyt's AdvisorNet Financial Experience January 2003 - Present
Job Financial Consultant at AdvisorNet Financial
Industry Financial Services
Experience
AdvisorNet Financial January 2003 - Present
Lincoln Financial Advisors July 1994 - December 2002
US Army June 1979 - August 2001
Honeywell October 1984 - June 1994
Skills
Investments, Retirement Planning, Retirement, Nearly 20 years of..., Fluent in German, Flights, Army Trained Paratrooper, Battalion Commander..., Master Army Aviator..., Insurance
Education
Command and General Staff College 1992 — 1995
Masters Degree, Military Science
United States Army Flight School 1979 — 1980
Army Aviator, Aerodynamics, tactics, instrument flight, night vision goggle flight, emergency procedures, Certified Army Aviator
United States Army Armor School 1979 — 1979
Armor Officer, Tank tactics in combat, Distinguished Graduate
United States Military Academy at West Point 1975 — 1979
BS, Aerodynamics and Missile Mechanics, Lieutenant
United States Army Parachute Training 1977 — 1977
Army Paratrooper, N/A
North High School 1972 — 1975
High School Diploma, General, Valedictorian 4.0
AdvisorNet Financial January 2003 - Present
Lincoln Financial Advisors July 1994 - December 2002
US Army June 1979 - August 2001
Honeywell October 1984 - June 1994
Skills
Investments, Retirement Planning, Retirement, Nearly 20 years of..., Fluent in German, Flights, Army Trained Paratrooper, Battalion Commander..., Master Army Aviator..., Insurance
Education
Command and General Staff College 1992 — 1995
Masters Degree, Military Science
United States Army Flight School 1979 — 1980
Army Aviator, Aerodynamics, tactics, instrument flight, night vision goggle flight, emergency procedures, Certified Army Aviator
United States Army Armor School 1979 — 1979
Armor Officer, Tank tactics in combat, Distinguished Graduate
United States Military Academy at West Point 1975 — 1979
BS, Aerodynamics and Missile Mechanics, Lieutenant
United States Army Parachute Training 1977 — 1977
Army Paratrooper, N/A
North High School 1972 — 1975
High School Diploma, General, Valedictorian 4.0
Shane Young's AdvisorNet Financial Experience May 2014 - August 2014
Job Investment Professional at K1 Investment Management
Industry Investment Management
Experience
K1 Investment Management June 2015 - Present
Loyola Marymount Student Investment Fund February 2014 - May 2015
Loyola Marymount Office of the Controller January 2013 - May 2015
AdvisorNet Financial May 2014 - August 2014
Rum River Umpire Association May 2008 - July 2014
Talberg Lawn and Landscape May 2013 - August 2013
Skills
Microsoft Word, Financial Planning, Investments, Social Networking, Financial Analysis, PowerPoint, Financial Modeling, Leadership, Teamwork, Management, Customer Service, Public Speaking, Microsoft Excel, Microsoft Office
Education
Loyola Marymount University 2011 — 2015
Bachelor’s Degree, Finance, General, Alumni
Loyola Marymount University 2011 — 2015
Finance, General
K1 Investment Management June 2015 - Present
Loyola Marymount Student Investment Fund February 2014 - May 2015
Loyola Marymount Office of the Controller January 2013 - May 2015
AdvisorNet Financial May 2014 - August 2014
Rum River Umpire Association May 2008 - July 2014
Talberg Lawn and Landscape May 2013 - August 2013
Skills
Microsoft Word, Financial Planning, Investments, Social Networking, Financial Analysis, PowerPoint, Financial Modeling, Leadership, Teamwork, Management, Customer Service, Public Speaking, Microsoft Excel, Microsoft Office
Education
Loyola Marymount University 2011 — 2015
Bachelor’s Degree, Finance, General, Alumni
Loyola Marymount University 2011 — 2015
Finance, General
Andre LaBerge Andre LaBerge's AdvisorNet Financial Experience 2000 - 2014
Job Attorney at Law
Industry Law Practice
Experience
LaBerge Legacy Law, PLLC February 2014 - Present
Zimmerman Reed, PLLP 2013 - Present
AdvisorNet Financial 2000 - 2014
In Private Practice and/or Corporate Legal and Compliance 1990 - 2014
AdvisorNet Mortgage 2005 - 2012
Abens Financial and Abens Mortgage 1995 - 2000
Donald Hubert & Associates / Private Legal Practice 1990 - 1995
Skills
Estate Planning, Family Business Law, Financial Regulation, Executive Management, Legal Practice, Securities, Compliance Oversight, Non-Profit Organizations, Dispute Resolution, Trusts, Legal Assistance, Retirement Planning, Wills, Insurance, Financial Services, Estate Law, Finance, Litigation, Mutual Funds, Legacy Planning
Education
DePaul University College of Law 1987 — 1990
Doctor of Law (J.D.)
Bethel University
Bachelor of Arts (B.A.)
Trinity International University
Attended
LaBerge Legacy Law, PLLC February 2014 - Present
Zimmerman Reed, PLLP 2013 - Present
AdvisorNet Financial 2000 - 2014
In Private Practice and/or Corporate Legal and Compliance 1990 - 2014
AdvisorNet Mortgage 2005 - 2012
Abens Financial and Abens Mortgage 1995 - 2000
Donald Hubert & Associates / Private Legal Practice 1990 - 1995
Skills
Estate Planning, Family Business Law, Financial Regulation, Executive Management, Legal Practice, Securities, Compliance Oversight, Non-Profit Organizations, Dispute Resolution, Trusts, Legal Assistance, Retirement Planning, Wills, Insurance, Financial Services, Estate Law, Finance, Litigation, Mutual Funds, Legacy Planning
Education
DePaul University College of Law 1987 — 1990
Doctor of Law (J.D.)
Bethel University
Bachelor of Arts (B.A.)
Trinity International University
Attended
Breanna Johnson's AdvisorNet Financial Experience May 2013 - May 2015
Job Account Administrator, Portfolio Partners at JRA Financial
Industry Financial Services
Experience
JRA Financial June 2015 - Present
AdvisorNet Financial May 2013 - May 2015
Flex Compensation, Inc. June 2012 - May 2013
Health Insurance Consultants, Inc. February 2007 - January 2012
Sam's Club June 2003 - February 2007
Skills
Customer Service, Accounting, Priority Management, Investments, Financial Analysis, Employee Benefits, Insurance, Proficient in Microsoft..., Team Spirit, Financial Reporting, Invoicing, Experienced in Windows..., Able To Multi-task, Timeliness, Punctual, Written Skills, Interviews
Education
Metropolitan State University 2007 — 2012
B.S., Finance
Marquette University 2003 — 2004
Business Administration and Management, General
JRA Financial June 2015 - Present
AdvisorNet Financial May 2013 - May 2015
Flex Compensation, Inc. June 2012 - May 2013
Health Insurance Consultants, Inc. February 2007 - January 2012
Sam's Club June 2003 - February 2007
Skills
Customer Service, Accounting, Priority Management, Investments, Financial Analysis, Employee Benefits, Insurance, Proficient in Microsoft..., Team Spirit, Financial Reporting, Invoicing, Experienced in Windows..., Able To Multi-task, Timeliness, Punctual, Written Skills, Interviews
Education
Metropolitan State University 2007 — 2012
B.S., Finance
Marquette University 2003 — 2004
Business Administration and Management, General
Jordan Van Cleef Jordan Van Cleef's AdvisorNet Financial Experience July 2006 - Present
Job Group Benefits Specialist AdvisorNet Financial
Industry Financial Services
Experience
AdvisorNet Financial July 2006 - Present
Skills
Retirement Planning, Long-term Care, Insurance, Estate Planning, Retirement, 401k, Disability Insurance, Life Insurance, Fixed Annuities, Health Insurance, Employee Benefits, Wealth Management, Financial Advisory, Financial Planners
Education
University of Minnesota-Twin Cities
BA, English Literature
University of Minnesota-Twin Cities
Bachelor’s Degree, Communication, Journalism, and Related Programs
AdvisorNet Financial July 2006 - Present
Skills
Retirement Planning, Long-term Care, Insurance, Estate Planning, Retirement, 401k, Disability Insurance, Life Insurance, Fixed Annuities, Health Insurance, Employee Benefits, Wealth Management, Financial Advisory, Financial Planners
Education
University of Minnesota-Twin Cities
BA, English Literature
University of Minnesota-Twin Cities
Bachelor’s Degree, Communication, Journalism, and Related Programs
Katie Cullen's AdvisorNet Financial Experience November 2010 - May 2011
Job Business Consultant with Cullen Solutions, LLC
Industry Financial Services
Experience
Zero Alpha Group January 2012 - Present
MN FPA 2006 - Present
AdvisorNet Financial November 2010 - May 2011
Schwab Institutional December 2006 - February 2010
Sincere & Co. 2004 - 2006
Charles Schwab 1997 - 2003
United States Army Reserve 1992 - 2003
Skills
Wealth Management, Mutual Funds, Investments, Retirement Planning, Retirement, Strategic Financial..., Investment Advisory, Portfolio Management, Business Development, Asset Management, Risk Management, Series 7, Management, Financial Services, Financial Advisory, Long-term Care, Estate Planning, Financial Planning, Securities, Asset Allocation, Series 63
Education
University of Minnesota-Twin Cities 1990 — 1994
BA, International Relations/Japanese
Zero Alpha Group January 2012 - Present
MN FPA 2006 - Present
AdvisorNet Financial November 2010 - May 2011
Schwab Institutional December 2006 - February 2010
Sincere & Co. 2004 - 2006
Charles Schwab 1997 - 2003
United States Army Reserve 1992 - 2003
Skills
Wealth Management, Mutual Funds, Investments, Retirement Planning, Retirement, Strategic Financial..., Investment Advisory, Portfolio Management, Business Development, Asset Management, Risk Management, Series 7, Management, Financial Services, Financial Advisory, Long-term Care, Estate Planning, Financial Planning, Securities, Asset Allocation, Series 63
Education
University of Minnesota-Twin Cities 1990 — 1994
BA, International Relations/Japanese
Katherine Moss's AdvisorNet Financial Experience 2012 - 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)
Josh Vargas's AdvisorNet Financial Experience August 2012 - December 2013
Job Compliance Examiner Field Compliance Oversight at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. January 2014 - Present
Minnesota State High School League 2006 - Present
AdvisorNet Financial August 2012 - December 2013
Ameriprise Financial October 2006 - August 2012
Ameriprise Financial Services, Inc. August 2006 - October 2006
American Express Financial Advisors July 2004 - May 2005
Education
St. Cloud State University 2008 — 2010
Master of Business Administration (M.B.A.)
Jamestown College 2002 — 2006
Bachelor of Business Administration (B.B.A.), Finance and Financial Management Services
Ameriprise Financial Services, Inc. January 2014 - Present
Minnesota State High School League 2006 - Present
AdvisorNet Financial August 2012 - December 2013
Ameriprise Financial October 2006 - August 2012
Ameriprise Financial Services, Inc. August 2006 - October 2006
American Express Financial Advisors July 2004 - May 2005
Education
St. Cloud State University 2008 — 2010
Master of Business Administration (M.B.A.)
Jamestown College 2002 — 2006
Bachelor of Business Administration (B.B.A.), Finance and Financial Management Services
Anne Nickel-Hage's AdvisorNet Financial Experience October 2009 - Present
Job Independent Contractor at AdvisorNet Financial
Industry Financial Services
Experience
AdvisorNet Financial October 2009 - Present
Swenson Anderson Financial Group May 2001 - May 2007
Education
University of Minnesota-Twin Cities
Bachelor's degree, American Studies
Minnehaha Academy
Lake Country School
AdvisorNet Financial October 2009 - Present
Swenson Anderson Financial Group May 2001 - May 2007
Education
University of Minnesota-Twin Cities
Bachelor's degree, American Studies
Minnehaha Academy
Lake Country School
Darrell Bennington's AdvisorNet Financial Experience July 2013 - August 2013
Job Senior Software Engineer at Starkey Hearing Technologies
Industry Computer Software
Experience
Starkey Hearing Technologies September 2013 - Present
AdvisorNet Financial July 2013 - August 2013
Messerli & Kramer July 2013 - August 2013
WynEdge Software May 2005 - August 2013
MTS Systems July 2007 - June 2013
HTI September 2005 - July 2007
I-TECH September 1999 - April 2005
Skills
Software Development, Databases, .NET, XML, Software Engineering, C#, Agile Methodologies, Unit Testing, Management, Visual Studio
Education
Bemidji State University 1994 — 1999
Bachelor of Science, Computer Science
Starkey Hearing Technologies September 2013 - Present
AdvisorNet Financial July 2013 - August 2013
Messerli & Kramer July 2013 - August 2013
WynEdge Software May 2005 - August 2013
MTS Systems July 2007 - June 2013
HTI September 2005 - July 2007
I-TECH September 1999 - April 2005
Skills
Software Development, Databases, .NET, XML, Software Engineering, C#, Agile Methodologies, Unit Testing, Management, Visual Studio
Education
Bemidji State University 1994 — 1999
Bachelor of Science, Computer Science
Shawn Kuhn's AdvisorNet Financial Experience May 2013 - August 2014
Job Admin Asst at AdvisorNet Financial (CFS Company)
Industry Insurance
Experience
Appen (freelance, work from home) December 2014 - Present
AdvisorNet Financial May 2013 - August 2014
Federated Insurance September 2006 - October 2012
Cooperative Response Center (CRC) 2000 - 2006
Skills
Property & Casualty..., Commercial Insurance, Insurance, Umbrella Insurance, General Insurance, Health Insurance, Workers Compensation, Commercial Lines, Liability, Legal Liability, Life Insurance, Claim, Call Centers, Customer Service, Microsoft Office, People-oriented, Phone Etiquette, Typing, 10 Key, Multi Tasking, Time Management
Education
Austin High School 1991 — 1995
Diploma
Riverland Community College
Associate of Arts (AA)
Appen (freelance, work from home) December 2014 - Present
AdvisorNet Financial May 2013 - August 2014
Federated Insurance September 2006 - October 2012
Cooperative Response Center (CRC) 2000 - 2006
Skills
Property & Casualty..., Commercial Insurance, Insurance, Umbrella Insurance, General Insurance, Health Insurance, Workers Compensation, Commercial Lines, Liability, Legal Liability, Life Insurance, Claim, Call Centers, Customer Service, Microsoft Office, People-oriented, Phone Etiquette, Typing, 10 Key, Multi Tasking, Time Management
Education
Austin High School 1991 — 1995
Diploma
Riverland Community College
Associate of Arts (AA)
Bret Schuler's AdvisorNet Financial Experience April 2015 - Present
Job Paraplanner at AdvisorNet Financial
Industry Building Materials
Experience
AdvisorNet Financial April 2015 - Present
EDCO October 2008 - March 2015
Lyman Lumber Company Inc March 2004 - June 2008
Weis Builders November 2002 - November 2003
Chase Financial January 1998 - October 2001
Skills
Customer Service, Contractors, Process Scheduler, Construction, Sales, Roofers, Negotiation, Contract Negotiation, Sales Management, Building Materials, Account Management, New Business Development, Budgets, Purchasing, Selling, Framing, Siding
Education
University of Minnesota-Twin Cities 1997 — 2001
Forest Products Marketing, Marketing, Building Materials
University of Minnesota-Twin Cities 1997 — 2001
Forest Products Marketing, Marketing
AdvisorNet Financial April 2015 - Present
EDCO October 2008 - March 2015
Lyman Lumber Company Inc March 2004 - June 2008
Weis Builders November 2002 - November 2003
Chase Financial January 1998 - October 2001
Skills
Customer Service, Contractors, Process Scheduler, Construction, Sales, Roofers, Negotiation, Contract Negotiation, Sales Management, Building Materials, Account Management, New Business Development, Budgets, Purchasing, Selling, Framing, Siding
Education
University of Minnesota-Twin Cities 1997 — 2001
Forest Products Marketing, Marketing, Building Materials
University of Minnesota-Twin Cities 1997 — 2001
Forest Products Marketing, Marketing
Tana Mielke's AdvisorNet Financial Experience 2005 - 2007
Job Executive Chef at Camp Korey
Industry Food & Beverages
Experience
Camp Korey January 2013 - Present
Tom Douglas Restaurants 2012 - 2013
Luc Restaurant 2011 - 2012
Nice 'n Easy Athens 2010 - 2011
Spondi/Fuga 2010 - 2011
Alemagou 2010 - 2010
Nammos/Coo 2010 - 2010
Hamersley's Bistro 2008 - 2010
LPL Financial Services January 2008 - October 2009
AdvisorNet Financial 2005 - 2007
Skills
Mediterranean Cuisine, Culinary Management, Culinary Skills, Cuisine, Fine Dining, Food, Catering, Sustainability, Nutrition, Culinary Travel, Mediterranean, Cooking, Procurement, Event Management, SharePoint, Process Improvement, Project Management, Microsoft SQL Server, Visio, Business Analysis, SQL, HTML, Vendor Management, CSS, JavaScript, Databases, Web Development, XML, Software Documentation, Access, Microsoft Office, Food & Beverage
Education
University of Minnesota-Twin Cities 1999 — 2003
Bachelor's Degree, Biology
Camp Korey January 2013 - Present
Tom Douglas Restaurants 2012 - 2013
Luc Restaurant 2011 - 2012
Nice 'n Easy Athens 2010 - 2011
Spondi/Fuga 2010 - 2011
Alemagou 2010 - 2010
Nammos/Coo 2010 - 2010
Hamersley's Bistro 2008 - 2010
LPL Financial Services January 2008 - October 2009
AdvisorNet Financial 2005 - 2007
Skills
Mediterranean Cuisine, Culinary Management, Culinary Skills, Cuisine, Fine Dining, Food, Catering, Sustainability, Nutrition, Culinary Travel, Mediterranean, Cooking, Procurement, Event Management, SharePoint, Process Improvement, Project Management, Microsoft SQL Server, Visio, Business Analysis, SQL, HTML, Vendor Management, CSS, JavaScript, Databases, Web Development, XML, Software Documentation, Access, Microsoft Office, Food & Beverage
Education
University of Minnesota-Twin Cities 1999 — 2003
Bachelor's Degree, Biology
Krista Steenson's AdvisorNet Financial Experience April 1996 - Present
Job Corporate Marketing & Communications Project Mgr. at AdvisorNet Financial
Industry Financial Services
Experience
AdvisorNet Financial April 1996 - Present
Education
University of Northern Iowa 1989 — 1993
BA, Business Administration/Marketing
AdvisorNet Financial April 1996 - Present
Education
University of Northern Iowa 1989 — 1993
BA, Business Administration/Marketing
Ryan Kitzman, CLU's AdvisorNet Financial Experience September 2008 - February 2009
Job National Sales Director
Industry Financial Services
Experience
Imeriti Financial Network January 2015 - Present
Allianz Life March 2013 - January 2015
ING Life March 2012 - January 2013
ING Life March 2011 - March 2012
Ameriprise Financial July 2009 - February 2011
Advisornet Financial September 2008 - February 2009
RBC Dain Rauscher September 2007 - September 2008
Skills
Series 7, Minnesota Life,..., Finance, Insurance, Training, Life Insurance, Sales, Sales Management, Retirement Planning, Securities, Fixed Annuities, Marketing, Strategic Financial..., Financial Services, Analysis, Data Analysis, Investments, Project Planning
Education
American College 2012 — 2014
CLU
Augsburg College 2004 — 2007
Marketing
Imeriti Financial Network January 2015 - Present
Allianz Life March 2013 - January 2015
ING Life March 2012 - January 2013
ING Life March 2011 - March 2012
Ameriprise Financial July 2009 - February 2011
Advisornet Financial September 2008 - February 2009
RBC Dain Rauscher September 2007 - September 2008
Skills
Series 7, Minnesota Life,..., Finance, Insurance, Training, Life Insurance, Sales, Sales Management, Retirement Planning, Securities, Fixed Annuities, Marketing, Strategic Financial..., Financial Services, Analysis, Data Analysis, Investments, Project Planning
Education
American College 2012 — 2014
CLU
Augsburg College 2004 — 2007
Marketing
Lyrisa Nieno's AdvisorNet Financial Experience February 1993 - Present
Job Manager, Business Development at AdvisorNet Financial
Industry Financial Services
Experience
AdvisorNet Financial February 1993 - Present
Education
University of Idaho 1985 — 1990
BFA, Theatre Arts and Music
AdvisorNet Financial February 1993 - Present
Education
University of Idaho 1985 — 1990
BFA, Theatre Arts and Music
Andrew Shimek's AdvisorNet Financial Experience March 2007 - January 2010
Job Customer Service Representative at DRIASI
Industry Insurance
Experience
DRIASI May 2013 - Present
Mutual of Omaha September 2012 - January 2013
Allianz Life December 2010 - September 2012
Advisornet Financial March 2007 - January 2010
DBS Diversified Brokerage Services February 2000 - March 2007
Skills
Retirement Planning, Insurance, Strategic Financial..., Retirement, Investments, Life Insurance, Fixed Annuities, Health Insurance, Long-term Care, Wealth Management, Risk Management, Estate Planning, Underwriting, Term Life Insurance, Disability Insurance
Education
Cardinal Stritch University 2007 — 2015
Business management, Business, Management, Marketing, and Related Support Services
Cardinal Stritch University 2007 — 2011
BS, Business management
DRIASI May 2013 - Present
Mutual of Omaha September 2012 - January 2013
Allianz Life December 2010 - September 2012
Advisornet Financial March 2007 - January 2010
DBS Diversified Brokerage Services February 2000 - March 2007
Skills
Retirement Planning, Insurance, Strategic Financial..., Retirement, Investments, Life Insurance, Fixed Annuities, Health Insurance, Long-term Care, Wealth Management, Risk Management, Estate Planning, Underwriting, Term Life Insurance, Disability Insurance
Education
Cardinal Stritch University 2007 — 2015
Business management, Business, Management, Marketing, and Related Support Services
Cardinal Stritch University 2007 — 2011
BS, Business management
Tom Rippberger's AdvisorNet Financial Experience September 2013 - Present
Job AdvisorNet Wealth Management, Vice President
Industry Financial Services
Experience
Financially Fluent Advisors April 2015 - Present
AdvisorNet Financial September 2013 - Present
McGladrey Wealth Management LLC November 2004 - March 2013
ING / Washington Square Securities, Inc. May 2000 - October 2004
TCF Insurance and Investments May 1999 - May 2000
Skills
Financial Planning, Securities, Investment Advisory, ERISA, Insurance, Broker-Dealer Compliance, Investment Advisers Act, Compliance, Strategic Financial..., Mutual Funds, Investment Management, Estate Planning, Asset Management, Alternative Investments, Financial Risk, Series 7, 401k, Asset Managment, Financial Services
Education
William Mitchell College of Law 1995 — 1997
J.D.
Chicago-Kent College of Law, Illinois Institute of Technology 1994 — 1995
St. Olaf College 1989 — 1993
B.A., Chemistry and Political Science
Financially Fluent Advisors April 2015 - Present
AdvisorNet Financial September 2013 - Present
McGladrey Wealth Management LLC November 2004 - March 2013
ING / Washington Square Securities, Inc. May 2000 - October 2004
TCF Insurance and Investments May 1999 - May 2000
Skills
Financial Planning, Securities, Investment Advisory, ERISA, Insurance, Broker-Dealer Compliance, Investment Advisers Act, Compliance, Strategic Financial..., Mutual Funds, Investment Management, Estate Planning, Asset Management, Alternative Investments, Financial Risk, Series 7, 401k, Asset Managment, Financial Services
Education
William Mitchell College of Law 1995 — 1997
J.D.
Chicago-Kent College of Law, Illinois Institute of Technology 1994 — 1995
St. Olaf College 1989 — 1993
B.A., Chemistry and Political Science
Jennifer Finigan's AdvisorNet Financial Experience November 2010 - Present
Job Assistant to Financial Advisor
Industry Financial Services
Experience
AdvisorNet Financial November 2010 - Present
Willow House 2005 - 2013
LaserMaster 1994 - 1996
Convent of the Visitation School 1993 - 1994
Dashe & Thomson 1989 - 1993
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, English, Windows, Outlook, Management, Marketing, Sales, Finance
Education
Marquette University 1984 — 1988
Bachelor of Arts (B.A.), English Literature (British and Commonwealth)
Convent of the Visitation School 1980 — 1984
AdvisorNet Financial November 2010 - Present
Willow House 2005 - 2013
LaserMaster 1994 - 1996
Convent of the Visitation School 1993 - 1994
Dashe & Thomson 1989 - 1993
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, English, Windows, Outlook, Management, Marketing, Sales, Finance
Education
Marquette University 1984 — 1988
Bachelor of Arts (B.A.), English Literature (British and Commonwealth)
Convent of the Visitation School 1980 — 1984
Steffen Beck's AdvisorNet Financial Experience January 2014 - April 2014
Job Sales Support Specialist at Raymond James Financial, Inc.
Industry Financial Services
Experience
Raymond James Financial, Inc. September 2015 - Present
Eagle Asset Management July 2014 - September 2015
University of Minnesota Intercollegiate Athletics September 2010 - May 2014
AdvisorNet Financial January 2014 - April 2014
Fidelity Investments May 2013 - August 2013
LaFleur's Gymnastics Tampa May 2012 - August 2012
OAI May 2012 - August 2012
Skills
Athletics, Financial Services, Customer Service, Marketing, Sales, Sports Management, Sports Marketing, Emergency Medicine, Coaching, Sports Nutrition, Strength & Conditioning
Education
University of Minnesota-Twin Cities 2010 — 2014
Bachelor of Science (B.S.), Business Marketing Education
Raymond James Financial, Inc. September 2015 - Present
Eagle Asset Management July 2014 - September 2015
University of Minnesota Intercollegiate Athletics September 2010 - May 2014
AdvisorNet Financial January 2014 - April 2014
Fidelity Investments May 2013 - August 2013
LaFleur's Gymnastics Tampa May 2012 - August 2012
OAI May 2012 - August 2012
Skills
Athletics, Financial Services, Customer Service, Marketing, Sales, Sports Management, Sports Marketing, Emergency Medicine, Coaching, Sports Nutrition, Strength & Conditioning
Education
University of Minnesota-Twin Cities 2010 — 2014
Bachelor of Science (B.S.), Business Marketing Education
Renee Strandjord's AdvisorNet Financial Experience February 2013 - Present
Job Subcontractor at AdvisorNet Financial
Industry Financial Services
Experience
Larkin Financial Group, LLC March 2013 - Present
AdvisorNet Financial February 2013 - Present
Mansfield, Tanick & Cohen May 2008 - September 2012
Minnetonka Public Schools November 1999 - June 2004
Renee's Licensed Childcare October 1995 - June 1997
Washington School District No.6 September 1992 - June 1995
Peoria Unified School District March 1992 - June 1992
Southwest Human Development June 1990 - March 1992
Skills
Special Education, Early Childhood...
Education
University of Minnesota-Twin Cities 1985 — 1990
Bachelor of Science (BS), Child Psychology
Normandale Community College 1982 — 1985
General Courses
Larkin Financial Group, LLC March 2013 - Present
AdvisorNet Financial February 2013 - Present
Mansfield, Tanick & Cohen May 2008 - September 2012
Minnetonka Public Schools November 1999 - June 2004
Renee's Licensed Childcare October 1995 - June 1997
Washington School District No.6 September 1992 - June 1995
Peoria Unified School District March 1992 - June 1992
Southwest Human Development June 1990 - March 1992
Skills
Special Education, Early Childhood...
Education
University of Minnesota-Twin Cities 1985 — 1990
Bachelor of Science (BS), Child Psychology
Normandale Community College 1982 — 1985
General Courses
shelley kunde's AdvisorNet Financial Experience June 2012 - Present
Job Compliance Supervisor at AdvisorNet Financial
Industry Financial Services
Experience
AdvisorNet Financial June 2012 - Present
Educators Financial Services, Inc. / Advanced Advisor Group June 2010 - June 2012
Cetera Advisor Networks LLC (formerly ING Advisors Network) April 2001 - June 2010
Woodbury Financial Services 1997 - 2001
Thomson Reuters 1987 - 1997
Skills
Operations and..., Securities, Series 7, Series 24, Mutual Funds, Investments, Investment Advisory, Retirement Planning, Risk Management
Education
Inver Hills Community College
Legal Assistant
Kaplan University
Securities
Wisconsin Indianhead Technical College
Insurance
AdvisorNet Financial June 2012 - Present
Educators Financial Services, Inc. / Advanced Advisor Group June 2010 - June 2012
Cetera Advisor Networks LLC (formerly ING Advisors Network) April 2001 - June 2010
Woodbury Financial Services 1997 - 2001
Thomson Reuters 1987 - 1997
Skills
Operations and..., Securities, Series 7, Series 24, Mutual Funds, Investments, Investment Advisory, Retirement Planning, Risk Management
Education
Inver Hills Community College
Legal Assistant
Kaplan University
Securities
Wisconsin Indianhead Technical College
Insurance
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY