Fintegra Company
Industry: Company
DescriptionFounded: 1998
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Fintegra Employees
Employee
Years
Job
Industry
Bob Finnegan Bob Finnegan's Fintegra Experience May 2013 - Present
Job Finnegan Investment Services
Industry Financial Services
Experience
Fintegra May 2013 - Present
Finnegan Investment Services January 2004 - Present
Allianz Life- Questar Capital November 2004 - April 2013
Education
St. Cloud State University - Herberger Business School 1989 — 1993
Finance, Accounting and Economics
Fintegra May 2013 - Present
Finnegan Investment Services January 2004 - Present
Allianz Life- Questar Capital November 2004 - April 2013
Education
St. Cloud State University - Herberger Business School 1989 — 1993
Finance, Accounting and Economics
Chris Siverson's Fintegra Experience June 2005 - July 2007
Job Financial Advisor Helping Individuals, Families, & Business Owners Make Sound Decisions for their Retirement
Industry Financial Services
Experience
Great Plains Financial Group June 2009 - Present
Microsoft August 2007 - June 2009
Fintegra June 2005 - July 2007
Wells Fargo April 2001 - May 2005
Skills
Strategic Financial..., Series 7, Retirement Planning, Investments, Fixed Annuities, Uniform Combined State..., Wealth Management, Insurance, Portfolio Management, Financial Analysis, Banking, Variable Annuities, Mutual Funds, Life Insurance, Term Life Insurance, Retirement, Team Leadership, Financial Services, Long-term Care, Financial Advisory, Account Management, Asset Managment, Securities, 401k
Education
University of Mary 2004 — 2006
Master of Business Administration (M.B.A.)
Concordia College 1998 — 2003
Bachelor of Arts, Business, Economics
Fargo South 1996 — 1998
Great Plains Financial Group June 2009 - Present
Microsoft August 2007 - June 2009
Fintegra June 2005 - July 2007
Wells Fargo April 2001 - May 2005
Skills
Strategic Financial..., Series 7, Retirement Planning, Investments, Fixed Annuities, Uniform Combined State..., Wealth Management, Insurance, Portfolio Management, Financial Analysis, Banking, Variable Annuities, Mutual Funds, Life Insurance, Term Life Insurance, Retirement, Team Leadership, Financial Services, Long-term Care, Financial Advisory, Account Management, Asset Managment, Securities, 401k
Education
University of Mary 2004 — 2006
Master of Business Administration (M.B.A.)
Concordia College 1998 — 2003
Bachelor of Arts, Business, Economics
Fargo South 1996 — 1998
Kevin Larson Kevin Larson's Fintegra Experience June 2007 - October 2014
Job Chief Compliance Officer at Cetera Investment Services
Industry Financial Services
Experience
Cetera Investment Services October 2014 - Present
Fintegra June 2007 - October 2014
Thrivent Financial 1995 - 2007
Skills
Investment Advisory, Series 24, Securities, Mutual Funds, Series 7, AML, Compliance, Risk Management, Registered Investment..., FINRA, Investments, Wealth Management, Retirement Planning, series 53, Series 66, Retail Brokerage, CCO
Education
St. Cloud State University 1987 — 1991
Bachelor of Science (BS), Marketing
Cetera Investment Services October 2014 - Present
Fintegra June 2007 - October 2014
Thrivent Financial 1995 - 2007
Skills
Investment Advisory, Series 24, Securities, Mutual Funds, Series 7, AML, Compliance, Risk Management, Registered Investment..., FINRA, Investments, Wealth Management, Retirement Planning, series 53, Series 66, Retail Brokerage, CCO
Education
St. Cloud State University 1987 — 1991
Bachelor of Science (BS), Marketing
Tim Kaminski Tim Kaminski's Fintegra Experience April 1999 - October 2013
Job District Governor Elect at Rotary District 5580
Industry Investment Management
Experience
Rotary District 5580 July 2012 - Present
Rotary Leadership Institute, NorthStar Division August 2011 - Present
Rotary International July 2011 - Present
Rotary District 5580 2009 - Present
Rotary International US Russia Inter Country Committee 2007 - Present
Fintegra April 1999 - October 2013
Rotary District 5580 July 2010 - July 2012
Skills
Strategic Planning, Community Outreach, Public Speaking, Business Strategy, Public Relations, Team Building, Non-profits, Coaching, Leadership Development, Social Media, Financial Planning, Team Leadership, Change Management, PowerPoint, Small Business, Business Planning, Nonprofits, Management, Strategy, New Business Development, Marketing Strategy, Training, Project Planning, Leadership, Organizational..., Fundraising, Program Management, Entrepreneurship, Budgets, Marketing, Event Planning, Management Consulting, Policy, Grants, Event Management, Volunteer Management, Start-ups, Analysis, Negotiation, Business Development, Social Networking, Sales, Marketing Communications, Customer Service, Research, Proposal Writing, Sales Management, Community Development, Contract Negotiation, Government
Education
Boston University, Institute of Finance 2003 — 2005
Financial Planning Certificate, Finance
University of Minnesota-Twin Cities 1970 — 1974
History & Economics
Rotary District 5580 July 2012 - Present
Rotary Leadership Institute, NorthStar Division August 2011 - Present
Rotary International July 2011 - Present
Rotary District 5580 2009 - Present
Rotary International US Russia Inter Country Committee 2007 - Present
Fintegra April 1999 - October 2013
Rotary District 5580 July 2010 - July 2012
Skills
Strategic Planning, Community Outreach, Public Speaking, Business Strategy, Public Relations, Team Building, Non-profits, Coaching, Leadership Development, Social Media, Financial Planning, Team Leadership, Change Management, PowerPoint, Small Business, Business Planning, Nonprofits, Management, Strategy, New Business Development, Marketing Strategy, Training, Project Planning, Leadership, Organizational..., Fundraising, Program Management, Entrepreneurship, Budgets, Marketing, Event Planning, Management Consulting, Policy, Grants, Event Management, Volunteer Management, Start-ups, Analysis, Negotiation, Business Development, Social Networking, Sales, Marketing Communications, Customer Service, Research, Proposal Writing, Sales Management, Community Development, Contract Negotiation, Government
Education
Boston University, Institute of Finance 2003 — 2005
Financial Planning Certificate, Finance
University of Minnesota-Twin Cities 1970 — 1974
History & Economics
Mardell D. Presler, J.D. Mardell D. Presler, J.D.'s Fintegra Experience March 2015 - April 2015
Job Seeking a Counsel role, either inhouse or with a law firm
Industry Law Practice
Experience
Briggs and Morgan, P.A. August 2015 - Present
Seeking a Counsel role, either in-house or with a law firm April 2015 - Present
Fintegra March 2015 - April 2015
Journal of Law and Public Policy June 2013 - May 2014
United States Attorney’s Office September 2013 - December 2013
WATCH January 2002 - August 2013
Journal of Law and Public Policy June 2012 - May 2013
Adjunct Prof. Schleck January 2013 - April 2013
Coleman Law January 2012 - June 2012
Financial Services 2001 - 2011
Skills
Litigation, Securities Regulation, Legal Research, Courts, Research, Legal Writing, Investments, Editing, Public Policy, Organizational..., Public Speaking, Marketing Strategy, Event Planning, Community Outreach, Westlaw, Strategic Financial..., Financial Planning, Inside Sales, Securities, Securities Litigation, Securities Fraud
Education
University of St. Thomas School of Law 2011 — 2014
Doctor of Law (JD)
Santa Clara University School of Law 2013 — 2013
Study Abroad June and July 2013, International Crime: The Hague. International Human Rights: United Nations
University of St. Thomas School of Law 2012 — 2012
Study Abroad June 2012, International Finance
University of Minnesota-Twin Cities
BA
Rosemount High
Briggs and Morgan, P.A. August 2015 - Present
Seeking a Counsel role, either in-house or with a law firm April 2015 - Present
Fintegra March 2015 - April 2015
Journal of Law and Public Policy June 2013 - May 2014
United States Attorney’s Office September 2013 - December 2013
WATCH January 2002 - August 2013
Journal of Law and Public Policy June 2012 - May 2013
Adjunct Prof. Schleck January 2013 - April 2013
Coleman Law January 2012 - June 2012
Financial Services 2001 - 2011
Skills
Litigation, Securities Regulation, Legal Research, Courts, Research, Legal Writing, Investments, Editing, Public Policy, Organizational..., Public Speaking, Marketing Strategy, Event Planning, Community Outreach, Westlaw, Strategic Financial..., Financial Planning, Inside Sales, Securities, Securities Litigation, Securities Fraud
Education
University of St. Thomas School of Law 2011 — 2014
Doctor of Law (JD)
Santa Clara University School of Law 2013 — 2013
Study Abroad June and July 2013, International Crime: The Hague. International Human Rights: United Nations
University of St. Thomas School of Law 2012 — 2012
Study Abroad June 2012, International Finance
University of Minnesota-Twin Cities
BA
Rosemount High
Jonathan Broadbent Jonathan Broadbent's Fintegra Experience November 2009 - October 2013
Job Founder & Managing Partner
Industry Financial Services
Experience
Plan Partners, LLC October 2013 - Present
Fintegra November 2009 - October 2013
Merrill Lynch January 2006 - November 2009
McDonald Financial Group September 2004 - January 2006
Vista Financial Group/Flagship Administration 2002 - 2004
MMP Solon 1996 - 2003
Skills
Workplace Retirement..., 401k, 403 b, Retirement Plan..., Investment Advisory, Due Diligence, Pensions, Executive Benefit..., 404 Compliance, Compliance, series 66, ESOP, Plan Exam, Investments, Retirement
Education
The American College 2007 — 2008
Financial Planning
The College for Financial Planning 2006 — 2007
CRPS, Retirement Plan Design
Cleveland State University 1991 — 1994
Shaker Heights High School 1984 — 1989
The American College
Financial Planning Process and Environment, Financial Planning and Services
The American College
Fundamentals of Insurance Planning, Financial Planning and Services
Cleveland Institute of Art
Plan Partners, LLC October 2013 - Present
Fintegra November 2009 - October 2013
Merrill Lynch January 2006 - November 2009
McDonald Financial Group September 2004 - January 2006
Vista Financial Group/Flagship Administration 2002 - 2004
MMP Solon 1996 - 2003
Skills
Workplace Retirement..., 401k, 403 b, Retirement Plan..., Investment Advisory, Due Diligence, Pensions, Executive Benefit..., 404 Compliance, Compliance, series 66, ESOP, Plan Exam, Investments, Retirement
Education
The American College 2007 — 2008
Financial Planning
The College for Financial Planning 2006 — 2007
CRPS, Retirement Plan Design
Cleveland State University 1991 — 1994
Shaker Heights High School 1984 — 1989
The American College
Financial Planning Process and Environment, Financial Planning and Services
The American College
Fundamentals of Insurance Planning, Financial Planning and Services
Cleveland Institute of Art
Brian Bickett, CRPC® Brian Bickett, CRPC®'s Fintegra Experience August 2013 - August 2015
Job Financial Advisor at Ameriprise Financial Services, Inc
Industry Financial Services
Experience
Ameriprise Financial Services, Inc August 2015 - Present
Fintegra August 2013 - August 2015
AddOns, Inc. 2005 - 2013
Rio Tinto 2004 - 2005
Rio Tinto 2001 - 2004
International Trucks 1998 - 2001
Education
College for Financial Planning 2015 — 2015
CRPC®, Chartered Retirement Planning Counselor
South Dakota School of Mines and Technology 1993 — 1997
Bachelor’s Degree, Mechanical Engineering
Ameriprise Financial Services, Inc August 2015 - Present
Fintegra August 2013 - August 2015
AddOns, Inc. 2005 - 2013
Rio Tinto 2004 - 2005
Rio Tinto 2001 - 2004
International Trucks 1998 - 2001
Education
College for Financial Planning 2015 — 2015
CRPC®, Chartered Retirement Planning Counselor
South Dakota School of Mines and Technology 1993 — 1997
Bachelor’s Degree, Mechanical Engineering
Steven Henri Henriksen Steven Henri Henriksen's Fintegra Experience June 2000 - Present
Job
Industry Financial Services
Experience
Fintegra June 2000 - Present
US Bank October 1998 - June 2000
Citibank May 1990 - October 1998
Skills
Relationship Management, Financial Services, Business Development, Sales, Team Building, Leadership, Banking, Investments, Due Diligence, Management, Alternative Investments, Mutual Funds, Finance, Series 7, Portfolio Management, Asset Management, Securities, Equities, Wealth Management, Financial Planning, Project Management, Sales Management, Series 24
Education
Metropolitan State University
Bachelor’s Degree, Business Administration and Management, General
San Francisco State University
University of Minnesota-Twin Cities
Fintegra June 2000 - Present
US Bank October 1998 - June 2000
Citibank May 1990 - October 1998
Skills
Relationship Management, Financial Services, Business Development, Sales, Team Building, Leadership, Banking, Investments, Due Diligence, Management, Alternative Investments, Mutual Funds, Finance, Series 7, Portfolio Management, Asset Management, Securities, Equities, Wealth Management, Financial Planning, Project Management, Sales Management, Series 24
Education
Metropolitan State University
Bachelor’s Degree, Business Administration and Management, General
San Francisco State University
University of Minnesota-Twin Cities
Brandon O'Hara Brandon O'Hara's Fintegra Experience May 2007 - February 2010
Job Compliance Manager at Thrivent Financial
Industry Financial Services
Experience
Thrivent Financial June 2015 - Present
Thrivent Financial February 2010 - June 2015
Fintegra May 2007 - February 2010
Fintegra May 2005 - May 2007
Ameriprise Financial Services, Inc. May 2004 - March 2005
Skills
Regulatory Compliance, Financial Services, Series 24, Series 7, Series 66, Series 4, Series 53, Compliance Oversight, Suitability, Process Improvement, Securities, Risk Management, Surveillance
Education
St. Cloud State University 1999 — 2004
Bachelor of Science (B.S.), Finance, General
Thrivent Financial June 2015 - Present
Thrivent Financial February 2010 - June 2015
Fintegra May 2007 - February 2010
Fintegra May 2005 - May 2007
Ameriprise Financial Services, Inc. May 2004 - March 2005
Skills
Regulatory Compliance, Financial Services, Series 24, Series 7, Series 66, Series 4, Series 53, Compliance Oversight, Suitability, Process Improvement, Securities, Risk Management, Surveillance
Education
St. Cloud State University 1999 — 2004
Bachelor of Science (B.S.), Finance, General
F. Chet Taylor's Fintegra Experience January 2015 - July 2015
Job Owner, Taylor Law Office, plc
Industry Law Practice
Experience
Taylor Law Office, plc September 2005 - Present
Fintegra January 2015 - July 2015
Feltl & Company January 2008 - September 2012
Meikle & Taylor, P.A. August 2002 - August 2005
MJSK / Stockwalk Group August 2000 - July 2002
R. J. Steichen & Company December 1996 - August 2000
John G. Kinnard & Company April 1995 - December 1996
Fredrikson & Byron August 1988 - April 1995
Skills
Litigation, Securities Regulation, Legal Research, Securities, Arbitration, Alternative Dispute..., Class Actions, Securities Litigation, Securities Fraud, FINRA, SEC Enforcement, Civil Litigation, Appeals, Legal Writing, Facilitative/Evaluative..., MN Securities..., RIA..., Legal Advice, Commercial Litigation, Mediation, Courts
Education
University of Miami School of Law 1985 — 1988
Juris Doctor, cum laude, Law
Taylor Law Office, plc September 2005 - Present
Fintegra January 2015 - July 2015
Feltl & Company January 2008 - September 2012
Meikle & Taylor, P.A. August 2002 - August 2005
MJSK / Stockwalk Group August 2000 - July 2002
R. J. Steichen & Company December 1996 - August 2000
John G. Kinnard & Company April 1995 - December 1996
Fredrikson & Byron August 1988 - April 1995
Skills
Litigation, Securities Regulation, Legal Research, Securities, Arbitration, Alternative Dispute..., Class Actions, Securities Litigation, Securities Fraud, FINRA, SEC Enforcement, Civil Litigation, Appeals, Legal Writing, Facilitative/Evaluative..., MN Securities..., RIA..., Legal Advice, Commercial Litigation, Mediation, Courts
Education
University of Miami School of Law 1985 — 1988
Juris Doctor, cum laude, Law
Olson, Matt's Fintegra Experience July 2006 - October 2006
Job Merchandiser at AgMotion Specialty Grains
Industry Oil & Energy
Experience
US Commodities January 2014 - Present
CHS June 2007 - December 2013
Fintegra July 2006 - October 2006
Skills
Risk Management, Management, Trading, Commodity, Sales, Direct Sales, Insurance, Agribusiness, Research, Agriculture, Logistics, Customer Service
Education
University of St. Thomas 2011 — 2014
MBA
University of Minnesota-Twin Cities 2003 — 2007
Applied Economics, Finance, General
US Commodities January 2014 - Present
CHS June 2007 - December 2013
Fintegra July 2006 - October 2006
Skills
Risk Management, Management, Trading, Commodity, Sales, Direct Sales, Insurance, Agribusiness, Research, Agriculture, Logistics, Customer Service
Education
University of St. Thomas 2011 — 2014
MBA
University of Minnesota-Twin Cities 2003 — 2007
Applied Economics, Finance, General
Deb Bluhm's Fintegra Experience December 2007 - Present
Job FeeBased Program Manager at Fintegra
Industry Financial Services
Experience
Fintegra December 2007 - Present
Fleming Investment Group - Michael D. Fleming, CFP April 2004 - June 2007
Wealth Enhancement Group - Bud Pappas May 2000 - March 2004
American Express Financial Advisors - Michael D. Fleming, CFP August 1997 - May 2000
IDS/American Express Financial Advisors June 1994 - August 1997
Skills
Retirement Planning, Series 7, Securities, Series 63, Series 65, Series 24, Wealth Management, Financial Services, Financial Advisory, Portfolio Management, Investment Advisory, Life & Health Insurance..., MoneyGuidePro, Morningstar Advisor..., NetX 360, Schwab Institutional, Investigo, LaserApp, Redtail, Microsoft Office, Orion
Education
University of Minnesota-Twin Cities 1988 — 1992
B.A., Psychology
University of Minnesota-Twin Cities 1988 — 1992
Certificate, Industrial Relations
Fintegra December 2007 - Present
Fleming Investment Group - Michael D. Fleming, CFP April 2004 - June 2007
Wealth Enhancement Group - Bud Pappas May 2000 - March 2004
American Express Financial Advisors - Michael D. Fleming, CFP August 1997 - May 2000
IDS/American Express Financial Advisors June 1994 - August 1997
Skills
Retirement Planning, Series 7, Securities, Series 63, Series 65, Series 24, Wealth Management, Financial Services, Financial Advisory, Portfolio Management, Investment Advisory, Life & Health Insurance..., MoneyGuidePro, Morningstar Advisor..., NetX 360, Schwab Institutional, Investigo, LaserApp, Redtail, Microsoft Office, Orion
Education
University of Minnesota-Twin Cities 1988 — 1992
B.A., Psychology
University of Minnesota-Twin Cities 1988 — 1992
Certificate, Industrial Relations
Tom Caplis's Fintegra Experience July 2010 - August 2010
Job Project Manager at Epic
Industry Hospital & Health Care
Experience
Epic Systems July 2011 - Present
Fintegra July 2010 - August 2010
CME Group June 2009 - August 2009
Skills
Big-picture Thinking, Project Management, Data Analysis, Reporting & Analysis, Epic Systems, Management, Analysis, Team Leadership, Databases, Software Implementation, Software Project..., Operational Strategy
Education
Indiana University Bloomington 2007 — 2010
B.A., Economics, Political Science
Epic Systems July 2011 - Present
Fintegra July 2010 - August 2010
CME Group June 2009 - August 2009
Skills
Big-picture Thinking, Project Management, Data Analysis, Reporting & Analysis, Epic Systems, Management, Analysis, Team Leadership, Databases, Software Implementation, Software Project..., Operational Strategy
Education
Indiana University Bloomington 2007 — 2010
B.A., Economics, Political Science
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY