Investment Centers of America
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Investment Centers of America Employees
Employee
Years
Job
Industry
Randy Cunliffe Randy Cunliffe's Investment Centers of America Experience January 2007 - December 2008
Job
Industry Financial Services
Experience
Klein Investment Services February 2009 - Present
Investment Centers of America January 2007 - December 2008
Great American Financial Resources February 1995 - February 2007
Skills
Retirement Planning, Qualified Retirement..., Retirement Plan..., Wealth Preservation..., Wealth Management, Business Development, Financial Services, Portfolio Management, Investment Advisory, Series 7, Series 63
Education
California State University-Long Beach 1978 — 1981
BA
Klein Investment Services February 2009 - Present
Investment Centers of America January 2007 - December 2008
Great American Financial Resources February 1995 - February 2007
Skills
Retirement Planning, Qualified Retirement..., Retirement Plan..., Wealth Preservation..., Wealth Management, Business Development, Financial Services, Portfolio Management, Investment Advisory, Series 7, Series 63
Education
California State University-Long Beach 1978 — 1981
BA
Patty Riely Patty Riely's Investment Centers of America Experience October 2013 - Present
Job at Investment Centers of America
Industry Financial Services
Experience
Investment Centers of America October 2013 - Present
Consolidated Telcom September 2012 - October 2013
Titan Machinery August 2011 - September 2012
North Dakota State College of Science August 2010 - July 2011
North Dakota State College of Science November 2008 - August 2010
SunOpta June 2000 - November 2008
Skills
Variance Analysis, Financial Reporting, Forecasting, Accounts Payable, Financial Statements, Consolidation, Accounts Receivable, Financial Audits, Accounting, Financial Accounting, Internal Audit, GAAP, Management Accounting, Auditing, Budgets, Payroll
Education
Minnesota State University, Moorhead 1988 — 1990
Bachelor of Science (BS), Accounting
Bismarck State College 1986 — 1988
Associate of Arts (A.A.), Business Administration and Management, General
Investment Centers of America October 2013 - Present
Consolidated Telcom September 2012 - October 2013
Titan Machinery August 2011 - September 2012
North Dakota State College of Science August 2010 - July 2011
North Dakota State College of Science November 2008 - August 2010
SunOpta June 2000 - November 2008
Skills
Variance Analysis, Financial Reporting, Forecasting, Accounts Payable, Financial Statements, Consolidation, Accounts Receivable, Financial Audits, Accounting, Financial Accounting, Internal Audit, GAAP, Management Accounting, Auditing, Budgets, Payroll
Education
Minnesota State University, Moorhead 1988 — 1990
Bachelor of Science (BS), Accounting
Bismarck State College 1986 — 1988
Associate of Arts (A.A.), Business Administration and Management, General
Steve Pinnow Steve Pinnow's Investment Centers of America Experience December 2002 - May 2012
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. May 2012 - Present
Investment Centers of America December 2002 - May 2012
Education
Dickinson State University 1976 — 1980
Bachelor of Business Administration (BBA), Business Administration and Management, General, Graduated
United States Marine Corps 1974 — 1976
Honorable Discharge
Baker High School 1970 — 1974
Graduate
Ameriprise Financial Services, Inc. May 2012 - Present
Investment Centers of America December 2002 - May 2012
Education
Dickinson State University 1976 — 1980
Bachelor of Business Administration (BBA), Business Administration and Management, General, Graduated
United States Marine Corps 1974 — 1976
Honorable Discharge
Baker High School 1970 — 1974
Graduate
Lisa Gronberg Lisa Gronberg's Investment Centers of America Experience 1991 - 1997
Job Registered Representative at Solid Rock Financial Group, Inc.
Industry Financial Services
Experience
Solid Rock Financial Group, Inc. August 2012 - Present
Stifel Financial Corp. December 1997 - July 2012
Investment Centers of America 1991 - 1997
Skills
Retirement Planning, College Education..., Retirement, Variable Annuities, Mutual Funds, IRAs, Securities, Life Insurance, Cash Flow, Fixed Annuities, Wealth Management, Investments, Asset Allocation, 401k, Equities, Portfolio Management, Fixed Income, ETFs, Series 7, Series 63, Series 65
Education
University of Mary 1989 — 1991
Bachelor of Arts (B.A.), Business Administration and Management, General
Arizona State University 1988 — 1989
Bismarck State College 1985 — 1987
Business, Management, Marketing, and Related Support Services
Bismarck High School 1982 — 1985
Solid Rock Financial Group, Inc. August 2012 - Present
Stifel Financial Corp. December 1997 - July 2012
Investment Centers of America 1991 - 1997
Skills
Retirement Planning, College Education..., Retirement, Variable Annuities, Mutual Funds, IRAs, Securities, Life Insurance, Cash Flow, Fixed Annuities, Wealth Management, Investments, Asset Allocation, 401k, Equities, Portfolio Management, Fixed Income, ETFs, Series 7, Series 63, Series 65
Education
University of Mary 1989 — 1991
Bachelor of Arts (B.A.), Business Administration and Management, General
Arizona State University 1988 — 1989
Bismarck State College 1985 — 1987
Business, Management, Marketing, and Related Support Services
Bismarck High School 1982 — 1985
Casey Nelson Casey Nelson's Investment Centers of America Experience November 2010 - Present
Job Financial Advisor at Investment Centers of America
Industry Financial Services
Experience
Investment Centers of America November 2010 - Present
Moquist Thorvilson Kaufmann Kennedy & Pieper LLC September 2008 - August 2010
Skills
Strategic Financial..., CPA, Life Insurance, Retirement Planning, Investments
Education
The University of North Dakota 2002 — 2007
Bachelor of Accountancy, Accounting
Investment Centers of America November 2010 - Present
Moquist Thorvilson Kaufmann Kennedy & Pieper LLC September 2008 - August 2010
Skills
Strategic Financial..., CPA, Life Insurance, Retirement Planning, Investments
Education
The University of North Dakota 2002 — 2007
Bachelor of Accountancy, Accounting
Barbara Becker, CRC Barbara Becker, CRC's Investment Centers of America Experience May 1997 - Present
Job Experienced Relationship Manager in the Financial Services Industry
Industry Financial Services
Experience
Investment Centers of America May 1997 - Present
University of Jamestown August 1978 - June 1981
Skills
Certified Retirement...
Education
South Dakota State University 1973 — 1974
Master of Science, Physical Education
University of Jamestown 1970 — 1973
Bachelor of Science (BS), Physical Education
Investment Centers of America May 1997 - Present
University of Jamestown August 1978 - June 1981
Skills
Certified Retirement...
Education
South Dakota State University 1973 — 1974
Master of Science, Physical Education
University of Jamestown 1970 — 1973
Bachelor of Science (BS), Physical Education
Teresa Hettinger Teresa Hettinger's Investment Centers of America Experience September 2013 - Present
Job Financial Solutions Specialist at Investment Centers of America, Inc.
Industry Investment Management
Experience
Investment Centers of America September 2013 - Present
Investment Centers of America, Inc March 2005 - August 2013
Eagle One Investments, LLC April 1999 - February 2005
Investment Centers of America February 1994 - April 1999
Skills
Series 7, Series 63, Series 24, Marketing Strategy, Social Media Marketing, Customer Service, Team Leadership, Marketing Communications, Team-oriented, Retirement Planning, Investments, Portfolio Management, Leadership
Education
South Dakota State University 1986 — 1990
Bachelor's degree, Economics
Investment Centers of America September 2013 - Present
Investment Centers of America, Inc March 2005 - August 2013
Eagle One Investments, LLC April 1999 - February 2005
Investment Centers of America February 1994 - April 1999
Skills
Series 7, Series 63, Series 24, Marketing Strategy, Social Media Marketing, Customer Service, Team Leadership, Marketing Communications, Team-oriented, Retirement Planning, Investments, Portfolio Management, Leadership
Education
South Dakota State University 1986 — 1990
Bachelor's degree, Economics
Karen Porteous's Investment Centers of America Experience January 2008 - December 2013
Job Contributing Editor, Serious Wonder
Industry Program Development
Experience
Investment Centers of America January 2008 - December 2013
Investment Centers of America 2007 - 2011
Education
University of Great Falls 2004 — 2009
Investment Centers of America January 2008 - December 2013
Investment Centers of America 2007 - 2011
Education
University of Great Falls 2004 — 2009
Chad Backes Chad Backes's Investment Centers of America Experience March 2007 - Present
Job Financial Advisor at Investment Centers of America
Industry Investment Management
Experience
Investment Centers of America March 2007 - Present
First State Bank - New London, WI March 2007 - Present
SII Investments September 1999 - March 2007
Skills
Retirement Planning, Financial Planning, 529 Plans, 401k Rollovers, Series 7, Series 24, Series 65, Investment Advisory, Fixed Annuities, Variable Annuities, Indexed Annuities, Life Insurance, Disability Insurance, Term Life Insurance, Whole Life, Stocks, Mutual Funds, ETFs, IRAs, Roth IRA, Estate Planning
Education
Lakeland College 1999 — 2004
Bachelor's degree, Business administration and marketing
Appleton high school east 1990 — 1993
Investment Centers of America March 2007 - Present
First State Bank - New London, WI March 2007 - Present
SII Investments September 1999 - March 2007
Skills
Retirement Planning, Financial Planning, 529 Plans, 401k Rollovers, Series 7, Series 24, Series 65, Investment Advisory, Fixed Annuities, Variable Annuities, Indexed Annuities, Life Insurance, Disability Insurance, Term Life Insurance, Whole Life, Stocks, Mutual Funds, ETFs, IRAs, Roth IRA, Estate Planning
Education
Lakeland College 1999 — 2004
Bachelor's degree, Business administration and marketing
Appleton high school east 1990 — 1993
Wayne Papke Wayne Papke's Investment Centers of America Experience January 2011 - Present
Job Financial Advisor at Investment Centers of America
Industry Financial Services
Experience
Investment Centers of America January 2011 - Present
Morgan Stanley Smith Barney January 2009 - January 2011
Smith Barney November 1997 - January 2009
Education
The University of North Dakota 1974 — 1978
Bachelor of Applied Science (B.A.Sc.), Marketing and Accounting
Goodrich Public School 1963 — 1974
K-12, General
Investment Centers of America January 2011 - Present
Morgan Stanley Smith Barney January 2009 - January 2011
Smith Barney November 1997 - January 2009
Education
The University of North Dakota 1974 — 1978
Bachelor of Applied Science (B.A.Sc.), Marketing and Accounting
Goodrich Public School 1963 — 1974
K-12, General
Don Dyk Don Dyk's Investment Centers of America Experience April 1983 - Present
Job Financial Representative at Investment Centers of America
Industry Financial Services
Experience
Investment Centers of America April 1983 - Present
Education
Montana State University-Bozeman 1975 — 1978
Bachelor of Science, Civil Engineering
Investment Centers of America April 1983 - Present
Education
Montana State University-Bozeman 1975 — 1978
Bachelor of Science, Civil Engineering
Trevor Leidy's Investment Centers of America Experience October 2006 - March 2012
Job Financial Planner at Great Plains Financial Group
Industry Financial Services
Experience
Great Plains FinancialGroup October 2012 - Present
Investment Centers of America October 2006 - March 2012
Skills
Wealth Management, Retirement, Investments, Estate Planning, Insurance
Education
Minnesota State University, Moorhead
Bachelor's degree, Finance
Great Plains FinancialGroup October 2012 - Present
Investment Centers of America October 2006 - March 2012
Skills
Wealth Management, Retirement, Investments, Estate Planning, Insurance
Education
Minnesota State University, Moorhead
Bachelor's degree, Finance
Randall R. Cooper Randall R. Cooper's Investment Centers of America Experience 1995 - 2001
Job Setting the professional standard for divorce coaching through CDC Certified Divorce Coach training and certification!
Industry Professional Training & Coaching
Experience
CDC Certified Divorce Coach July 2010 - Present
Divorce Partners July 2005 - Present
Invest Financial 1995 - 2001
Investment Centers of America 1995 - 2001
Skills
Mediation, Coaching, Financial Analysis, Training, Executive Coaching, Personal Development, Leadership Development
Education
CDC College for Divorce Coaching 2012 — 2012
CDC Certified Divorce Coach, Personal Divorce Coaching
WealthStrong, Inc. 2009 — 2011
Certified Financial Coach, Financial Coaching
Retirement Options 2007 — 2008
Certified Retirement Coach, Certified Retirement Coach
Heartland Institute for Financial Education 2005 — 2006
CFEd, Certified Financial Educator
University of South Florida 2005 — 2005
Supreme Court of Florida Certified Family Mediator, Certified Family Mediator
Eastern Michigan University 2004 — 2005
Certified Divorce Financial Analyst, MBA
Institute of Divorce Financial Analysts 2004 — 2004
CDFA, Divorce Financial Analysis
Eastern Michigan University 1979 — 1980
MBA, Business management
Eastern Michigan University 1976 — 1979
BBA, Business administration
CDC Certified Divorce Coach July 2010 - Present
Divorce Partners July 2005 - Present
Invest Financial 1995 - 2001
Investment Centers of America 1995 - 2001
Skills
Mediation, Coaching, Financial Analysis, Training, Executive Coaching, Personal Development, Leadership Development
Education
CDC College for Divorce Coaching 2012 — 2012
CDC Certified Divorce Coach, Personal Divorce Coaching
WealthStrong, Inc. 2009 — 2011
Certified Financial Coach, Financial Coaching
Retirement Options 2007 — 2008
Certified Retirement Coach, Certified Retirement Coach
Heartland Institute for Financial Education 2005 — 2006
CFEd, Certified Financial Educator
University of South Florida 2005 — 2005
Supreme Court of Florida Certified Family Mediator, Certified Family Mediator
Eastern Michigan University 2004 — 2005
Certified Divorce Financial Analyst, MBA
Institute of Divorce Financial Analysts 2004 — 2004
CDFA, Divorce Financial Analysis
Eastern Michigan University 1979 — 1980
MBA, Business management
Eastern Michigan University 1976 — 1979
BBA, Business administration
Christopher M. Tostenson's Investment Centers of America Experience January 2009 - November 2010
Job Other
Industry Banking
Experience
Employment now January 2013 - Present
Investment Solutions December 2010 - January 2013
Investment Centers of America January 2009 - November 2010
Investment Centers of America June 2007 - December 2008
Bob's Dive Shop, Inc. August 1998 - August 2006
Skills
Investments, Mutual Funds, Strategic Financial..., Fixed Annuities, Investment Strategies, Investment Advisory, Finance, Insurance, Securities, Financial Services, Long-term Care, Life Insurance, Retirement, Retirement Planning, Series 7
Education
The University of North Dakota 1994 — 1998
Bachelor of Business Administration (B.B.A.), Marketing
Bullard High School Fresno, Cailf. 1990 — 1994
Employment now January 2013 - Present
Investment Solutions December 2010 - January 2013
Investment Centers of America January 2009 - November 2010
Investment Centers of America June 2007 - December 2008
Bob's Dive Shop, Inc. August 1998 - August 2006
Skills
Investments, Mutual Funds, Strategic Financial..., Fixed Annuities, Investment Strategies, Investment Advisory, Finance, Insurance, Securities, Financial Services, Long-term Care, Life Insurance, Retirement, Retirement Planning, Series 7
Education
The University of North Dakota 1994 — 1998
Bachelor of Business Administration (B.B.A.), Marketing
Bullard High School Fresno, Cailf. 1990 — 1994
Molly Meendering Molly Meendering's Investment Centers of America Experience August 1998 - December 2003
Job Marketing Coordinator Prairie Plans Asset Management
Industry Financial Services
Experience
Prairie Plans Asset Management February 2013 - Present
Educational Resources of MN December 2003 - November 2011
Investment Centers of America August 1998 - December 2003
Portraits by Sheila October 1996 - July 1998
Skills
Marketing, Advertising, Event Planning, Contact Management, Telecommunications, Email Marketing, Social Media Marketing, Event Management, Customer Service, Customer Relations, Conflict Resolution, Project Management, Microsoft Word, Microsoft Excel, Microsoft Office, PowerPoint, Marketing Strategy, Public Speaking, Strategic Planning
Education
Northwestern College
Bachelor of Business Administration (BBA), Business Administration and Management, General
Aurelia High School 1982 — 1986
Prairie Plans Asset Management February 2013 - Present
Educational Resources of MN December 2003 - November 2011
Investment Centers of America August 1998 - December 2003
Portraits by Sheila October 1996 - July 1998
Skills
Marketing, Advertising, Event Planning, Contact Management, Telecommunications, Email Marketing, Social Media Marketing, Event Management, Customer Service, Customer Relations, Conflict Resolution, Project Management, Microsoft Word, Microsoft Excel, Microsoft Office, PowerPoint, Marketing Strategy, Public Speaking, Strategic Planning
Education
Northwestern College
Bachelor of Business Administration (BBA), Business Administration and Management, General
Aurelia High School 1982 — 1986
Kristi Strubhart Kristi Strubhart's Investment Centers of America Experience June 2011 - March 2012
Job Embracing the concept that life is about evolving & changing with every new experience & serving our fellow man.
Industry Nonprofit Organization Management
Experience
Trochta's Flowers & Garden Center May 2014 - Present
Community Service - Volunteerism August 2013 - June 2014
Good Shepherd School at Mercy June 2012 - June 2013
Investment Centers of America June 2011 - March 2012
Self June 2010 - March 2011
United Way of Logan County, OK & United Way of Lea County, NM August 2008 - February 2010
Consumer Credit Counseling Service of Central Oklahoma & CCCS of Greater Fort Worth March 2006 - February 2008
United Way of Lea County, Inc August 2002 - February 2006
Waddell & Reed January 1999 - January 2000
Skills
Marketing Strategy, Newsletters, Databases, Payroll, Employee Relations, New Hire Paperwork, Public Speaking, Credit Counseling, Financial Education, Non-profit..., Grant Writing, Marketing Communications, Public Relations, Event Planning, Conference Coordination, Office Administration, Database Administration, Data Mining, Nonprofits, Microsoft Office, People Skills, Proofreading, Rural Marketing, Sponsorship, Financial Services, Community Outreach, Media Relations, Budgets, Management, Time Management, Small Business, Strategy, Project Planning, Social Networking, Customer Service, Program Development, Volunteer Management, Training
Education
Hardin-Simmons University
Bachelor of Business Administration (B.B.A.), Business Administration
Perry High School
Trochta's Flowers & Garden Center May 2014 - Present
Community Service - Volunteerism August 2013 - June 2014
Good Shepherd School at Mercy June 2012 - June 2013
Investment Centers of America June 2011 - March 2012
Self June 2010 - March 2011
United Way of Logan County, OK & United Way of Lea County, NM August 2008 - February 2010
Consumer Credit Counseling Service of Central Oklahoma & CCCS of Greater Fort Worth March 2006 - February 2008
United Way of Lea County, Inc August 2002 - February 2006
Waddell & Reed January 1999 - January 2000
Skills
Marketing Strategy, Newsletters, Databases, Payroll, Employee Relations, New Hire Paperwork, Public Speaking, Credit Counseling, Financial Education, Non-profit..., Grant Writing, Marketing Communications, Public Relations, Event Planning, Conference Coordination, Office Administration, Database Administration, Data Mining, Nonprofits, Microsoft Office, People Skills, Proofreading, Rural Marketing, Sponsorship, Financial Services, Community Outreach, Media Relations, Budgets, Management, Time Management, Small Business, Strategy, Project Planning, Social Networking, Customer Service, Program Development, Volunteer Management, Training
Education
Hardin-Simmons University
Bachelor of Business Administration (B.B.A.), Business Administration
Perry High School
Andrew Landgraff's Investment Centers of America Experience March 2009 - Present
Job CERTIFIED FINANCIAL PLANNER(tm) Practitioner
Industry Financial Services
Experience
Investment Centers of America March 2009 - Present
Farmers State Bank August 1998 - March 2009
Education
Ball State University 1993 — 1997
Bachelor's degree, Finance, General
Investment Centers of America March 2009 - Present
Farmers State Bank August 1998 - March 2009
Education
Ball State University 1993 — 1997
Bachelor's degree, Finance, General
Chris Zuck, CFP ® AIF®'s Investment Centers of America Experience 2007 - 2011
Job Certified Financial Planner Professional (tm)
Industry Financial Services
Experience
Frandsen Investment Services January 2007 - Present
Frandsen Finanical Corporation 2007 - 2013
Investment Centers of America 2007 - 2011
Associated Investment Services November 2004 - December 2007
Education
Augsburg College 1988 — 1993
BA, Finance/Business Management
Minnesota State University, Mankato
Certified Finanaical Planning Program
Frandsen Investment Services January 2007 - Present
Frandsen Finanical Corporation 2007 - 2013
Investment Centers of America 2007 - 2011
Associated Investment Services November 2004 - December 2007
Education
Augsburg College 1988 — 1993
BA, Finance/Business Management
Minnesota State University, Mankato
Certified Finanaical Planning Program
Paul Gunderson Paul Gunderson's Investment Centers of America Experience April 2011 - August 2011
Job Sales Supervision at SII Investments
Industry Financial Services
Experience
SII Investments April 2015 - Present
Larson Latham Huettl LLP September 2014 - April 2015
Marquette University May 2013 - May 2014
Wisconsin Department of Natural Resources January 2013 - May 2013
Jackson May 2011 - August 2011
Investment Centers of America April 2011 - August 2011
Skills
Microsoft Office, Microsoft Excel, Legal Research, Morningstar, Policy, WordPress, Accounting, Research
Education
Marquette University Law School 2011 — 2014
Juris Doctorate, International Law
North Dakota State University 2005 — 2010
Bachelor of Business Administration (B.B.A.), Finance, Fraud Investigation
SII Investments April 2015 - Present
Larson Latham Huettl LLP September 2014 - April 2015
Marquette University May 2013 - May 2014
Wisconsin Department of Natural Resources January 2013 - May 2013
Jackson May 2011 - August 2011
Investment Centers of America April 2011 - August 2011
Skills
Microsoft Office, Microsoft Excel, Legal Research, Morningstar, Policy, WordPress, Accounting, Research
Education
Marquette University Law School 2011 — 2014
Juris Doctorate, International Law
North Dakota State University 2005 — 2010
Bachelor of Business Administration (B.B.A.), Finance, Fraud Investigation
Michael Seely Michael Seely's Investment Centers of America Experience 2003 - 2012
Job Advisor
Industry Research
Experience
Flathead Wealth Mangement January 2003 - April 2012
Investment Centers of America 2003 - 2012
Skills
Retirement Planning, Wealth Management, Investments, Mutual Funds, Estate Planning, Series 7, Series 63, Insurance, Small Business, Retirement, Investment Advisory, Retirement Savings, Wealth, Wealth Accumulation, Fixed Annuities, Income Protection, Financial Planners, Investment Strategies, Asset Allocation, Business Strategy
Education
University of North Texas 1989 — 1991
Bachelor of Business Administration (B.B.A.), Marketing
Flathead Wealth Mangement January 2003 - April 2012
Investment Centers of America 2003 - 2012
Skills
Retirement Planning, Wealth Management, Investments, Mutual Funds, Estate Planning, Series 7, Series 63, Insurance, Small Business, Retirement, Investment Advisory, Retirement Savings, Wealth, Wealth Accumulation, Fixed Annuities, Income Protection, Financial Planners, Investment Strategies, Asset Allocation, Business Strategy
Education
University of North Texas 1989 — 1991
Bachelor of Business Administration (B.B.A.), Marketing
Jerry Olson Jerry Olson's Investment Centers of America Experience July 2013 - December 2014
Job Powertrain Program Manager at Polaris Industries
Industry Mechanical or Industrial Engineering
Experience
Polaris Industries March 2015 - Present
Investment Centers of America July 2013 - December 2014
Polaris Industries April 1992 - July 2013
Vibration Correction Services 1990 - 1992
Education
Ball State University - College of Business 1998 — 2001
MBA, Corporate Innovation
The University of North Dakota 1986 — 1990
BSME, Mechanical Engineering
Polaris Industries March 2015 - Present
Investment Centers of America July 2013 - December 2014
Polaris Industries April 1992 - July 2013
Vibration Correction Services 1990 - 1992
Education
Ball State University - College of Business 1998 — 2001
MBA, Corporate Innovation
The University of North Dakota 1986 — 1990
BSME, Mechanical Engineering
Ann Schoenberg Ann Schoenberg's Investment Centers of America Experience August 2011 - October 2012
Job Financial Advisor with SagePoint Financial
Industry Financial Services
Experience
SagePoint Financial October 2012 - Present
Investment Centers of America August 2011 - October 2012
Western Investments September 2008 - October 2012
Investment Centers of America May 2008 - August 2008
Skills
Retirement Planning, Estate Planning, Life Insurance, Long Term Care Insurance, Leadership, Wealth Management, Fixed Annuities, Customer Service, Retirement, Finance, Strategic Financial..., Series 7, Series 24, Series 66
Education
North Dakota State University 2005 — 2009
BS, Finance
Killdeer High School 1995 — 2005
High School Diploma
SagePoint Financial October 2012 - Present
Investment Centers of America August 2011 - October 2012
Western Investments September 2008 - October 2012
Investment Centers of America May 2008 - August 2008
Skills
Retirement Planning, Estate Planning, Life Insurance, Long Term Care Insurance, Leadership, Wealth Management, Fixed Annuities, Customer Service, Retirement, Finance, Strategic Financial..., Series 7, Series 24, Series 66
Education
North Dakota State University 2005 — 2009
BS, Finance
Killdeer High School 1995 — 2005
High School Diploma
Jeremy Gunderson Jeremy Gunderson's Investment Centers of America Experience May 2012 - August 2013
Job Mortgage Loan Orginator at Cornerstone Bank ND
Industry Banking
Experience
Cornerstone Bank ND January 2015 - Present
Cornerstone Bank ND November 2013 - December 2014
Investment Centers of America May 2012 - August 2013
Skills
Mortgage Lending, Loans, Banking, Credit, Credit Analysis, Loan Origination, Retail Banking, Mortgage Banking, Commercial Banking, Consumer Lending, Financial Services, Refinance, Financial Analysis
Education
The University of North Dakota 2007 — 2012
Bachelor of Business Administration (B.B.A.), Investments and Securities
Cornerstone Bank ND January 2015 - Present
Cornerstone Bank ND November 2013 - December 2014
Investment Centers of America May 2012 - August 2013
Skills
Mortgage Lending, Loans, Banking, Credit, Credit Analysis, Loan Origination, Retail Banking, Mortgage Banking, Commercial Banking, Consumer Lending, Financial Services, Refinance, Financial Analysis
Education
The University of North Dakota 2007 — 2012
Bachelor of Business Administration (B.B.A.), Investments and Securities
Adam Bay Adam Bay's Investment Centers of America Experience February 2007 - Present
Job Financial Advisor at Full Armor Investment Management
Industry Financial Services
Experience
Full Armor Investment Management August 2014 - Present
Investment Centers of America February 2007 - Present
Bank of the Sierra February 2007 - July 2014
County Bank August 2004 - February 2007
Education
Fresno Pacific University 1998 — 2001
Business Admistration, Marketing and Management
Full Armor Investment Management August 2014 - Present
Investment Centers of America February 2007 - Present
Bank of the Sierra February 2007 - July 2014
County Bank August 2004 - February 2007
Education
Fresno Pacific University 1998 — 2001
Business Admistration, Marketing and Management
Myron Roe Myron Roe's Investment Centers of America Experience February 1998 - Present
Job Owner,Investment Centers of America
Industry Financial Services
Experience
Investment Centers of America February 1998 - Present
Norwest Investment Services Inc. December 1993 - February 1998
Education
The University of North Dakota 1980 — 1984
Accounting
Investment Centers of America February 1998 - Present
Norwest Investment Services Inc. December 1993 - February 1998
Education
The University of North Dakota 1980 — 1984
Accounting
J. J. Hudock's Investment Centers of America Experience July 2009 - Present
Job VP of New Business Development Investment Centers of America
Industry Financial Services
Experience
Investment Centers of America July 2009 - Present
LPL Financial December 2002 - May 2009
Skills
Sales, Strategic Planning, New Business Development, Sales Operations, Banking, Account Management, Operations Management, Business Development, Securities, Contract Negotiation, Leadership, Financial Services, Sales Management, Series 7, Management, Team Building, Sales Process, Marketing, Risk Management
Education
The George Washington University 1988 — 1993
BOA, Criminal Justice
Investment Centers of America July 2009 - Present
LPL Financial December 2002 - May 2009
Skills
Sales, Strategic Planning, New Business Development, Sales Operations, Banking, Account Management, Operations Management, Business Development, Securities, Contract Negotiation, Leadership, Financial Services, Sales Management, Series 7, Management, Team Building, Sales Process, Marketing, Risk Management
Education
The George Washington University 1988 — 1993
BOA, Criminal Justice
Heidi Wolfard Heidi Wolfard's Investment Centers of America Experience September 1993 - September 1996
Job Sales Associate at Farm Bureau Financial Services
Industry Insurance
Experience
Farm Bureau Financial Services July 2014 - Present
Self-Employed 2011 - Present
Rainbow International Restoration & Cleaning of Lincoln NE November 2013 - June 2014
iZigg Mobile Media Marketing December 2010 - November 2012
MonaVie November 2006 - December 2011
Excelsior Interiors and Design August 2007 - May 2008
Allstate Insurance September 1996 - June 2006
Investment Centers of America September 1993 - September 1996
Dayton Hudson Marshall Fields March 1989 - September 1993
Skills
Leadership, Entrepreneurship, Customer Service, Social Media Marketing, Public Speaking, Team Building, Relationship Building, Coaching/Training, Creativity, Business Development, CRM, Leadership Development, Marketing, Mobile Marketing, Online Advertising, Selling, Small Business, Strategy, Training, Sales
Education
The University of North Dakota 1985 — 1989
BA, Advertising
Farm Bureau Financial Services July 2014 - Present
Self-Employed 2011 - Present
Rainbow International Restoration & Cleaning of Lincoln NE November 2013 - June 2014
iZigg Mobile Media Marketing December 2010 - November 2012
MonaVie November 2006 - December 2011
Excelsior Interiors and Design August 2007 - May 2008
Allstate Insurance September 1996 - June 2006
Investment Centers of America September 1993 - September 1996
Dayton Hudson Marshall Fields March 1989 - September 1993
Skills
Leadership, Entrepreneurship, Customer Service, Social Media Marketing, Public Speaking, Team Building, Relationship Building, Coaching/Training, Creativity, Business Development, CRM, Leadership Development, Marketing, Mobile Marketing, Online Advertising, Selling, Small Business, Strategy, Training, Sales
Education
The University of North Dakota 1985 — 1989
BA, Advertising
Don Spicer, CFA, CFP® Don Spicer, CFA, CFP®'s Investment Centers of America Experience June 2003 - March 2010
Job Experienced Financial Advisor ◊ Retirement Plans & 401K’s ◊ CaringCommitted to Your Investment & Retirement Success
Industry Financial Services
Experience
Spicer Retirement Advisors LLC., Cambridge Investment Research, Inc. March 2010 - Present
Investment Centers of America June 2003 - March 2010
Farmers & Merchants Bank of Guthrie OK June 2003 - March 2010
Skills
Retirement Planning, Qualified Retirement..., 401k, 401k Rollovers, IRAs, Mutual Funds, Investments, Financial Planning, Asset Allocation, Wealth Management, Estate Planning, Risk Management, Leadership, Road Biking
Education
University of Oklahoma 1976 — 1978
Bachelor of Business Administration (BBA), Management
Seminole Junior College, Seminole OK 1974 — 1976
Associate's degree, Associate's degree
Spicer Retirement Advisors LLC., Cambridge Investment Research, Inc. March 2010 - Present
Investment Centers of America June 2003 - March 2010
Farmers & Merchants Bank of Guthrie OK June 2003 - March 2010
Skills
Retirement Planning, Qualified Retirement..., 401k, 401k Rollovers, IRAs, Mutual Funds, Investments, Financial Planning, Asset Allocation, Wealth Management, Estate Planning, Risk Management, Leadership, Road Biking
Education
University of Oklahoma 1976 — 1978
Bachelor of Business Administration (BBA), Management
Seminole Junior College, Seminole OK 1974 — 1976
Associate's degree, Associate's degree
Bobby Martin Bobby Martin's Investment Centers of America Experience August 2004 - July 2011
Job Helping clients create a financial foundation to protect their present and future.
Industry Financial Services
Experience
CornerstoneCFO July 2011 - Present
Investment Centers of America August 2004 - July 2011
Skills
Fixed Annuities, Retirement Planning, Life Insurance, Wealth Management, Mutual Funds, Investments, Insurance, Retirement, Strategic Financial..., Investment Advisory, Financial Advisory, Estate Planning, Securities, Long-term Care, Investment Management, Asset Managment, Stocks, College Education..., Certified Divorce...
Education
University of South Florida 2002 — 2004
Bachelors, Finance
Lake Wales Senior High 1992 — 1996
High School Diploma, Grades 9-12, 9-12
CornerstoneCFO July 2011 - Present
Investment Centers of America August 2004 - July 2011
Skills
Fixed Annuities, Retirement Planning, Life Insurance, Wealth Management, Mutual Funds, Investments, Insurance, Retirement, Strategic Financial..., Investment Advisory, Financial Advisory, Estate Planning, Securities, Long-term Care, Investment Management, Asset Managment, Stocks, College Education..., Certified Divorce...
Education
University of South Florida 2002 — 2004
Bachelors, Finance
Lake Wales Senior High 1992 — 1996
High School Diploma, Grades 9-12, 9-12
Denise Martz, CFP® Denise Martz, CFP®'s Investment Centers of America Experience 2007 - Present
Job CERTIFIED FINANCIAL PLANNER™ professional at Investment Centers of America
Industry Financial Services
Experience
Investment Centers of America 2007 - Present
D.A. Davidson & Co. 2004 - 2007
First National Bank of Omaha January 1998 - October 2004
Skills
Retirement Planning, Series 7, Mutual Funds, Series 63, Investments, Investment Advisory, Investment Strategies, Strategic Financial..., Portfolio Management, Securities, Banking, Wealth Management, Long-term Care
Education
North Dakota State University 1990 — 1994
Business Administration
Investment Centers of America 2007 - Present
D.A. Davidson & Co. 2004 - 2007
First National Bank of Omaha January 1998 - October 2004
Skills
Retirement Planning, Series 7, Mutual Funds, Series 63, Investments, Investment Advisory, Investment Strategies, Strategic Financial..., Portfolio Management, Securities, Banking, Wealth Management, Long-term Care
Education
North Dakota State University 1990 — 1994
Business Administration
Daryl Evavold Daryl Evavold's Investment Centers of America Experience April 2009 - Present
Job Financial Rep at Investment Centers of America
Industry Financial Services
Experience
Investment Centers of America April 2009 - Present
Thrivent Financial for Lutherans April 1991 - April 2009
1st Bank July 1981 - April 1991
Skills
Financial Analysis
Education
The University of North Dakota 1976 — 1980
B.S. in Business Administration/Finance
Investment Centers of America April 2009 - Present
Thrivent Financial for Lutherans April 1991 - April 2009
1st Bank July 1981 - April 1991
Skills
Financial Analysis
Education
The University of North Dakota 1976 — 1980
B.S. in Business Administration/Finance
Melinda Kempel's Investment Centers of America Experience January 2013 - Present
Job Regional Service Associate at Investment Centers of America
Industry Financial Services
Experience
Investment Centers of America January 2013 - Present
Gilchrist & Fettig Financial March 2010 - December 2012
Investment Centers of America 2005 - 2010
AIG American General May 1995 - June 2005
Skills
Marketing, Mutual Funds, Series 7, Retirement Planning, Series 63, Fixed Annuities, Wealth Management, Investments, Strategic Financial..., Retirement, Brand Awareness, Series 6, Life Insurance, Health Insurance, Marketing Strategy, Marketing Management, Financial Advisory
Education
Minot State University 1996 — 2003
Bachelor of Business Administration (BBA), Business Administration, Management and Operations
Investment Centers of America January 2013 - Present
Gilchrist & Fettig Financial March 2010 - December 2012
Investment Centers of America 2005 - 2010
AIG American General May 1995 - June 2005
Skills
Marketing, Mutual Funds, Series 7, Retirement Planning, Series 63, Fixed Annuities, Wealth Management, Investments, Strategic Financial..., Retirement, Brand Awareness, Series 6, Life Insurance, Health Insurance, Marketing Strategy, Marketing Management, Financial Advisory
Education
Minot State University 1996 — 2003
Bachelor of Business Administration (BBA), Business Administration, Management and Operations
Richard Reiser's Investment Centers of America Experience September 2004 - Present
Job Certified Financial Planner at Investment Centers of America
Industry Financial Services
Experience
Investment Centers of America September 2004 - Present
Mutual of Omaha September 1995 - September 2004
Skills
Investments, Retirement Planning, Strategic Financial..., Mutual Funds, Investment Advisory, Fixed Annuities, Wealth Management, Retirement, Securities, Financial Advisory, Estate Planning, Uniform Combined State..., Life Insurance, Investment Strategies, Portfolio Management, Alternative Investments, Financial Planners, 401k, Wealth Accumulation, Investment Management, Asset Allocation, FINRA
Education
Winona State University 1987 — 1991
Accounting
Iowa State University 1986 — 1987
Business/Commerce, General
Investment Centers of America September 2004 - Present
Mutual of Omaha September 1995 - September 2004
Skills
Investments, Retirement Planning, Strategic Financial..., Mutual Funds, Investment Advisory, Fixed Annuities, Wealth Management, Retirement, Securities, Financial Advisory, Estate Planning, Uniform Combined State..., Life Insurance, Investment Strategies, Portfolio Management, Alternative Investments, Financial Planners, 401k, Wealth Accumulation, Investment Management, Asset Allocation, FINRA
Education
Winona State University 1987 — 1991
Accounting
Iowa State University 1986 — 1987
Business/Commerce, General
Tim Heisterkamp's Investment Centers of America Experience January 1998 - Present
Job CERTIFIED FINANCIAL PLANNER™ , Investment Centers of America
Industry Investment Management
Experience
Investment Centers of America January 1998 - Present
Education
University of Northern Iowa 1980 — 1984
Investment Centers of America January 1998 - Present
Education
University of Northern Iowa 1980 — 1984
Dean Rapp Dean Rapp's Investment Centers of America Experience 2009 - 2010
Job Financial Advisor with Active Financial Solutions
Industry Financial Services
Experience
Active Financial Solutions September 2009 - Present
Investment Centers of America 2009 - 2010
Callaway Investment Services September 2008 - September 2009
Edward Jones 1998 - 2008
Education
University of Missouri-Columbia
Active Financial Solutions September 2009 - Present
Investment Centers of America 2009 - 2010
Callaway Investment Services September 2008 - September 2009
Edward Jones 1998 - 2008
Education
University of Missouri-Columbia
Aaron Rooney Aaron Rooney's Investment Centers of America Experience May 2015 - Present
Job Administrative Assistant at Investment Centers of America
Industry Financial Services
Experience
Investment Centers of America May 2015 - Present
Education
St. Cloud State University 2011 — 2016
Finance, General
Investment Centers of America May 2015 - Present
Education
St. Cloud State University 2011 — 2016
Finance, General
Matthew Becker's Investment Centers of America Experience November 2009 - February 2010
Job MBA Candidate, UCLA Anderson
Industry Management Consulting
Experience
U.S. House of Representatives April 2013 - April 2015
U.S. House of Representatives January 2013 - April 2013
Cramer for Congress June 2012 - December 2012
North Dakota Republican Party January 2012 - June 2012
North Dakota Republican Party August 2011 - January 2012
U.S. Senate May 2011 - August 2011
Americans for Prosperity May 2010 - August 2010
Kadrmas Lee & Jackson February 2010 - May 2010
Investment Centers of America November 2009 - February 2010
Skills
Strategic Communications, Strategic Planning, Data Analysis, Politics, Fundraising, Cross-functional Team..., Project Management, Public Relations, Team Management, Consulting, Strategy, Project Planning, Press Releases, New Media, Event Management, Government, Political Consulting, Photography, Political Campaigns, Grassroots Organizing, Television, Media Relations, Legislative Relations, Research, Graphic Design, Marketing, Social Media, Public Speaking, Nonprofits, Social Networking, Marketing Communications, Event Planning, International Relations, Facebook, Speech Writing, Public Affairs, Public Policy, Photoshop, Adobe Creative Suite
Education
UCLA Anderson School of Management 2015 — 2017
Master of Business Administration (M.B.A.)
University of Mary 2008 — 2012
Bachelor of Science (B.S.), Business Administration
Century High School
U.S. House of Representatives April 2013 - April 2015
U.S. House of Representatives January 2013 - April 2013
Cramer for Congress June 2012 - December 2012
North Dakota Republican Party January 2012 - June 2012
North Dakota Republican Party August 2011 - January 2012
U.S. Senate May 2011 - August 2011
Americans for Prosperity May 2010 - August 2010
Kadrmas Lee & Jackson February 2010 - May 2010
Investment Centers of America November 2009 - February 2010
Skills
Strategic Communications, Strategic Planning, Data Analysis, Politics, Fundraising, Cross-functional Team..., Project Management, Public Relations, Team Management, Consulting, Strategy, Project Planning, Press Releases, New Media, Event Management, Government, Political Consulting, Photography, Political Campaigns, Grassroots Organizing, Television, Media Relations, Legislative Relations, Research, Graphic Design, Marketing, Social Media, Public Speaking, Nonprofits, Social Networking, Marketing Communications, Event Planning, International Relations, Facebook, Speech Writing, Public Affairs, Public Policy, Photoshop, Adobe Creative Suite
Education
UCLA Anderson School of Management 2015 — 2017
Master of Business Administration (M.B.A.)
University of Mary 2008 — 2012
Bachelor of Science (B.S.), Business Administration
Century High School
Mary Kay North Mary Kay North's Investment Centers of America Experience September 2013 - Present
Job Financial Advisor, Investment Centers of America
Industry Financial Services
Experience
Investment Centers of America September 2013 - Present
CSB Investment Services June 2003 - September 2013
BASF 2000 - 2003
American Cyanamid 1989 - 2000
Education
University of Illinois at Urbana-Champaign
Bachelor's degree, Agricultural Economics
Investment Centers of America September 2013 - Present
CSB Investment Services June 2003 - September 2013
BASF 2000 - 2003
American Cyanamid 1989 - 2000
Education
University of Illinois at Urbana-Champaign
Bachelor's degree, Agricultural Economics
Desirae Putnam's Investment Centers of America Experience October 2007 - November 2008
Job at
Industry Design
Experience
Fargo Soccer Club June 2015 - Present
McNeal & friends August 2012 - Present
Design Studio 209 January 2011 - September 2011
Investment Centers of America October 2007 - November 2008
Crescent Printing and Office January 2007 - October 2007
St. Alexius Medical Center September 2005 - July 2007
AmeriCorps October 2005 - October 2006
Skills
Concept Development, Space Planning, Technical Drawing, InDesign, SketchUp, Revit, Photoshop, Sketching, AutoCAD, Hand Drafting, Illustrator, Space planning, Sustainable Design
Education
The Art Institutes International-Minnesota 2008 — 2011
Associate of Applied Science, Interior Design
Schiller University 2009 — 2009
Study Abroad, Interior Design
University of Mary 2003 — 2007
Bachelor of Science, Business Communications and Graphic Design
Fargo Soccer Club June 2015 - Present
McNeal & friends August 2012 - Present
Design Studio 209 January 2011 - September 2011
Investment Centers of America October 2007 - November 2008
Crescent Printing and Office January 2007 - October 2007
St. Alexius Medical Center September 2005 - July 2007
AmeriCorps October 2005 - October 2006
Skills
Concept Development, Space Planning, Technical Drawing, InDesign, SketchUp, Revit, Photoshop, Sketching, AutoCAD, Hand Drafting, Illustrator, Space planning, Sustainable Design
Education
The Art Institutes International-Minnesota 2008 — 2011
Associate of Applied Science, Interior Design
Schiller University 2009 — 2009
Study Abroad, Interior Design
University of Mary 2003 — 2007
Bachelor of Science, Business Communications and Graphic Design
Candace Johnson Candace Johnson's Investment Centers of America Experience May 2011 - August 2012
Job FI Compliance at Eide Bailly LLP
Industry Financial Services
Experience
Eide Bailly LLP 2013 - Present
Investment Centers of America May 2011 - August 2012
American Bank Center 2003 - 2008
Skills
Microsoft Excel, PowerPoint, Banking, Microsoft Word, Investments, Microsoft Office, New Business Development, Marketing, Marketing Strategy, Valuation, Social Media, Business Development, Account Management, Team Building, Insurance
Education
University of Phoenix
Bachelor's degree Business, E-Commerce/Electronic Commerce
Eide Bailly LLP 2013 - Present
Investment Centers of America May 2011 - August 2012
American Bank Center 2003 - 2008
Skills
Microsoft Excel, PowerPoint, Banking, Microsoft Word, Investments, Microsoft Office, New Business Development, Marketing, Marketing Strategy, Valuation, Social Media, Business Development, Account Management, Team Building, Insurance
Education
University of Phoenix
Bachelor's degree Business, E-Commerce/Electronic Commerce
Casey Hande Casey Hande's Investment Centers of America Experience June 2007 - Present
Job Financial Advisor at Investment Centers of America
Industry Financial Services
Experience
Investment Centers of America June 2007 - Present
Investment Centers of America June 2007 - Present
Farm Credit Services of Mandan June 2001 - May 2007
Education
Dickinson State University 1996 — 2001
Bachelor of Science (B.S.), Agriculture, General
The Rhame High School
Investment Centers of America June 2007 - Present
Investment Centers of America June 2007 - Present
Farm Credit Services of Mandan June 2001 - May 2007
Education
Dickinson State University 1996 — 2001
Bachelor of Science (B.S.), Agriculture, General
The Rhame High School
Greg Wade Greg Wade's Investment Centers of America Experience July 2008 - Present
Job Financial Advisor at Investment Centers of America
Industry Financial Services
Experience
Investment Centers of America July 2008 - Present
Edward Jones November 2004 - June 2008
Education
Stephen F. Austin State University 1994 — 1998
Investment Centers of America July 2008 - Present
Edward Jones November 2004 - June 2008
Education
Stephen F. Austin State University 1994 — 1998
Debra Weisz, SILA-A Debra Weisz, SILA-A's Investment Centers of America Experience March 1998 - Present
Job Registration & Licensing Specialist at Investment Centers of America
Industry Financial Services
Experience
Investment Centers of America March 1998 - Present
Four Corners Bullet Company January 1993 - March 1998
Skills
Securities, Series 7, series 66, Series 24, North Dakota Insurance..., Series 63, FINRA, Uniform Combined State..., Mutual Funds, Investment Advisory, Series 6, Wealth Management, Fixed Annuities, Financial Planning
Education
Bismarck State College
University of Mary
Investment Centers of America March 1998 - Present
Four Corners Bullet Company January 1993 - March 1998
Skills
Securities, Series 7, series 66, Series 24, North Dakota Insurance..., Series 63, FINRA, Uniform Combined State..., Mutual Funds, Investment Advisory, Series 6, Wealth Management, Fixed Annuities, Financial Planning
Education
Bismarck State College
University of Mary
Tom Jacobson Tom Jacobson's Investment Centers of America Experience February 2007 - October 2012
Job Financial Advisor with Sagepoint Financial
Industry Financial Services
Experience
SagePoint Financial October 2012 - Present
Investment Centers of America February 2007 - October 2012
Northwestern Mutual August 2004 - February 2007
Skills
Personal Financial..., Retirement Planning, Series 7, Wealth Management, Mutual Funds, Roth IRA, 401k Rollovers, Portfolio Management
Education
The University of North Dakota 2001 — 2004
Masters of Business Administration, Finance
The University of North Dakota 1997 — 2001
Business, Finance
SagePoint Financial October 2012 - Present
Investment Centers of America February 2007 - October 2012
Northwestern Mutual August 2004 - February 2007
Skills
Personal Financial..., Retirement Planning, Series 7, Wealth Management, Mutual Funds, Roth IRA, 401k Rollovers, Portfolio Management
Education
The University of North Dakota 2001 — 2004
Masters of Business Administration, Finance
The University of North Dakota 1997 — 2001
Business, Finance
Steve Mammoser Steve Mammoser's Investment Centers of America Experience May 2001 - Present
Job CERTIFIED FINANCIAL PLANNER™Professional
Industry Financial Services
Experience
Investment Centers of America May 2001 - Present
FSC Securities/ Peoples State Bank 1994 - 2001
Skills
Retirement, Series 7, Investments, Asset Allocation, Insurance, Financial Services, IRAs, Risk Management, Finance, 401k, Long-term Care, Disability Insurance, Retirement Planning, Mutual Funds, Investment Advisory, Wealth Management, Fixed Annuities, Securities, Strategic Financial..., Uniform Combined State...
Education
Eastern Illinois University 1988 — 1990
Bachelor's degree, Finance, General
Investment Centers of America May 2001 - Present
FSC Securities/ Peoples State Bank 1994 - 2001
Skills
Retirement, Series 7, Investments, Asset Allocation, Insurance, Financial Services, IRAs, Risk Management, Finance, 401k, Long-term Care, Disability Insurance, Retirement Planning, Mutual Funds, Investment Advisory, Wealth Management, Fixed Annuities, Securities, Strategic Financial..., Uniform Combined State...
Education
Eastern Illinois University 1988 — 1990
Bachelor's degree, Finance, General
John Lugauer John Lugauer's Investment Centers of America Experience 1999 - Present
Job CERTIFIED FINANCIAL PLANNER (TM) | Investment Advisor Representative
Industry Financial Services
Experience
Investment Centers of America 1999 - Present
Education
Taylor University 1989 — 1993
B.S. in Economics, Economics & Systems Analysis
Schoolcraft Schools 1986 — 1989
Economics
Investment Centers of America 1999 - Present
Education
Taylor University 1989 — 1993
B.S. in Economics, Economics & Systems Analysis
Schoolcraft Schools 1986 — 1989
Economics
Jeff Hoyer Jeff Hoyer's Investment Centers of America Experience January 1990 - Present
Job Financial Consultant at Investment Centers of America
Industry Financial Services
Experience
Investment Centers of America January 1990 - Present
Dean Witter Reynolds, Inc. October 1984 - December 1989
Skills
Asset Management, Estate Planning, Finance, Mutual Funds, Retirement, Retirement Planning, Strategic Financial..., Wealth Management, Financial Advisory, Series 7, Financial Planning, Securities, Investments, Portfolio Management, Strategic Planning, Series 63, Management, Life Insurance, Financial Analysis, Banking
Education
Montana State University-Billings
MS, Information Systems
University of Montana 1981 — 1982
Arizona State University 1980 — 1980
Whitman College 1979 — 1980
Investment Centers of America January 1990 - Present
Dean Witter Reynolds, Inc. October 1984 - December 1989
Skills
Asset Management, Estate Planning, Finance, Mutual Funds, Retirement, Retirement Planning, Strategic Financial..., Wealth Management, Financial Advisory, Series 7, Financial Planning, Securities, Investments, Portfolio Management, Strategic Planning, Series 63, Management, Life Insurance, Financial Analysis, Banking
Education
Montana State University-Billings
MS, Information Systems
University of Montana 1981 — 1982
Arizona State University 1980 — 1980
Whitman College 1979 — 1980
Kent Benson Kent Benson's Investment Centers of America Experience February 1999 - May 2004
Job Certified Wine Educator/Writer
Industry Wine and Spirits
Experience
Freelance August 2005 - Present
Swirl Wine School & Tastings June 2005 - Present
Plaza Park Bank January 2004 - Present
Investment Centers of America February 1999 - May 2004
Wells Fargo Investment Services August 1994 - February 1999
Norwest Corporation December 1984 - August 1994
Skills
Wine, Wine Tasting, Magazines, Portfolio Management, Food & Beverage, Editing, Alcoholic Beverages, Restaurants, Winemaking, Food
Education
Wine & Spirit Education Trust 2013 — 2015
Court of Master Sommeliers 2011 — 2013
French Wine Society 2010 — 2013
French Wine Scholar, Rhone Master-Level Course, Provence Master-Level Course
International Sommelier Guild 2010 — 2011
Level I & II
Society of Wine Educators 2006 — 2009
Rhema Bible Training Center 1982 — 1984
Two Year, Pastoring
University of North Carolina at Charlotte 1979 — 1982
BA, Economics & German
Oral Roberts University 1978 — 1979
Birthing Classes
Birthing Classes
Freelance August 2005 - Present
Swirl Wine School & Tastings June 2005 - Present
Plaza Park Bank January 2004 - Present
Investment Centers of America February 1999 - May 2004
Wells Fargo Investment Services August 1994 - February 1999
Norwest Corporation December 1984 - August 1994
Skills
Wine, Wine Tasting, Magazines, Portfolio Management, Food & Beverage, Editing, Alcoholic Beverages, Restaurants, Winemaking, Food
Education
Wine & Spirit Education Trust 2013 — 2015
Court of Master Sommeliers 2011 — 2013
French Wine Society 2010 — 2013
French Wine Scholar, Rhone Master-Level Course, Provence Master-Level Course
International Sommelier Guild 2010 — 2011
Level I & II
Society of Wine Educators 2006 — 2009
Rhema Bible Training Center 1982 — 1984
Two Year, Pastoring
University of North Carolina at Charlotte 1979 — 1982
BA, Economics & German
Oral Roberts University 1978 — 1979
Birthing Classes
Birthing Classes
Amanda Shamley Amanda Shamley's Investment Centers of America Experience January 2008 - Present
Job Registered Administrative Associate at Investment Centers of America
Industry Investment Management
Experience
Investment Centers of America January 2008 - Present
Home State Bank May 2006 - January 2008
Center Partners September 2002 - May 2006
Stream International January 2001 - April 2002
Education
Colorado State University
English, Journalism, Politics
Investment Centers of America January 2008 - Present
Home State Bank May 2006 - January 2008
Center Partners September 2002 - May 2006
Stream International January 2001 - April 2002
Education
Colorado State University
English, Journalism, Politics
James Barron James Barron's Investment Centers of America Experience 1993 - Present
Job Investment Councelor & Registered Representative at Investment Centers of America
Industry Financial Services
Experience
Investment Centers of America 1993 - Present
Sandstone Village LLC, a Division of Sandstone Senior Living, Inc. 2007 - Present
Investment Centers of America 1993 - Present
Getty Mining Company 1978 - 1985
Skills
Retirement Planning, Retirement, Qualified Retirement..., Investment Management, Investment Strategies, Wealth Management, Portfolio Optimization, Investment Advisory, Account Management, Mutual Funds, Fixed Annuities, Series 7, Series 63, Securities, Stock Trading, Variable Annuities, Fixed Income, Guaranteed Lifetime..., Life Insurance, Investments, Finance, Financial Planning, Financial Services, Insurance, Portfolio Management, Long-term Care, Financial Advisory, Asset Management, Strategic Planning
Education
University of Utah 1974 — 1978
Bachelor of Science-Geology
Western Illinois University 1970 — 1974
B S, Geology
Andrews University 1969 — 1970
Political Science
BVA
Investment Centers of America 1993 - Present
Sandstone Village LLC, a Division of Sandstone Senior Living, Inc. 2007 - Present
Investment Centers of America 1993 - Present
Getty Mining Company 1978 - 1985
Skills
Retirement Planning, Retirement, Qualified Retirement..., Investment Management, Investment Strategies, Wealth Management, Portfolio Optimization, Investment Advisory, Account Management, Mutual Funds, Fixed Annuities, Series 7, Series 63, Securities, Stock Trading, Variable Annuities, Fixed Income, Guaranteed Lifetime..., Life Insurance, Investments, Finance, Financial Planning, Financial Services, Insurance, Portfolio Management, Long-term Care, Financial Advisory, Asset Management, Strategic Planning
Education
University of Utah 1974 — 1978
Bachelor of Science-Geology
Western Illinois University 1970 — 1974
B S, Geology
Andrews University 1969 — 1970
Political Science
BVA
Courtney Hostetter Courtney Hostetter's Investment Centers of America Experience October 2008 - May 2011
Job Life & Health Insurance Agent at Insurance Plus
Industry Insurance
Experience
Insurance Plus (Aberdeen) May 2014 - Present
Northwestern Mutual January 2012 - June 2012
Investment Centers of America October 2008 - May 2011
Dacotah Bank 2003 - 2008
Skills
Banking, Customer Service, Microsoft Office, Financial Analysis, Mutual Funds, Investments, Insurance, Wealth Management, Loans, Portfolio Management, Microsoft Excel, Life Insurance, PowerPoint, Fixed Annuities, Health Insurance
Education
Mount Marty College
Northern State University
Insurance Plus (Aberdeen) May 2014 - Present
Northwestern Mutual January 2012 - June 2012
Investment Centers of America October 2008 - May 2011
Dacotah Bank 2003 - 2008
Skills
Banking, Customer Service, Microsoft Office, Financial Analysis, Mutual Funds, Investments, Insurance, Wealth Management, Loans, Portfolio Management, Microsoft Excel, Life Insurance, PowerPoint, Fixed Annuities, Health Insurance
Education
Mount Marty College
Northern State University
Mallory Sand Mallory Sand's Investment Centers of America Experience June 2011 - May 2013
Job Marketing Director at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. May 2013 - Present
Investment Centers of America June 2011 - May 2013
First Community Credit Union May 2009 - May 2011
Skills
Marketing, Marketing Communications, Social Media Marketing, Banking, Marketing Research, Event Planning, Public Relations, InDesign, Photoshop, Microsoft Office, Team-oriented, Customer Service, Advertising, Brand Development, Social Media, Strategic Planning, Strategy, Social Networking, Market Planning
Education
University of Jamestown 2005 — 2009
Bachelor's degree, Marketing/Business
Ameriprise Financial Services, Inc. May 2013 - Present
Investment Centers of America June 2011 - May 2013
First Community Credit Union May 2009 - May 2011
Skills
Marketing, Marketing Communications, Social Media Marketing, Banking, Marketing Research, Event Planning, Public Relations, InDesign, Photoshop, Microsoft Office, Team-oriented, Customer Service, Advertising, Brand Development, Social Media, Strategic Planning, Strategy, Social Networking, Market Planning
Education
University of Jamestown 2005 — 2009
Bachelor's degree, Marketing/Business
Brad Johannes Brad Johannes's Investment Centers of America Experience April 2005 - October 2005
Job VP Investment Sales Manager at First Midwest Financial Network
Industry Financial Services
Experience
First Midwest Financial Network August 2012 - Present
Fifth Third Securities March 2012 - August 2012
Associated Investment Services, Inc. January 2011 - February 2012
CUNA Brokerage Services, Inc. February 2010 - September 2010
PrimeVest Financial Services May 2006 - January 2010
PrimeVest Financial Services May 2006 - May 2009
Independent Bankers Bank of Illinois 2006 - 2009
Investment Centers of America April 2005 - October 2005
Uvest Financial Services June 2002 - January 2005
Invest Financial Corporation July 1998 - April 2002
Skills
Sales Management, Series 7, Series 24, Series 65, Wealth Management, Retirement Planning, Fixed Annuities, Mutual Funds, Investments, Securities, Retirement, Strategic Financial..., Investment Advisory, Financial Advisory, Financial Services, Insurance
Education
Rock Valley College 1981 — 1982
University of Iowa 1979 — 1980
Belvidere High School 1976 — 1979
First Midwest Financial Network August 2012 - Present
Fifth Third Securities March 2012 - August 2012
Associated Investment Services, Inc. January 2011 - February 2012
CUNA Brokerage Services, Inc. February 2010 - September 2010
PrimeVest Financial Services May 2006 - January 2010
PrimeVest Financial Services May 2006 - May 2009
Independent Bankers Bank of Illinois 2006 - 2009
Investment Centers of America April 2005 - October 2005
Uvest Financial Services June 2002 - January 2005
Invest Financial Corporation July 1998 - April 2002
Skills
Sales Management, Series 7, Series 24, Series 65, Wealth Management, Retirement Planning, Fixed Annuities, Mutual Funds, Investments, Securities, Retirement, Strategic Financial..., Investment Advisory, Financial Advisory, Financial Services, Insurance
Education
Rock Valley College 1981 — 1982
University of Iowa 1979 — 1980
Belvidere High School 1976 — 1979
Brennan Dyk's Investment Centers of America Experience May 2008 - August 2008
Job Demand Planner at Michael Foods
Industry Primary/Secondary Education
Experience
Michael Foods November 2013 - Present
University of North Dakota August 2010 - May 2013
Investment Centers of America May 2008 - August 2008
Skills
Stata, Microsoft Word, PowerPoint, Microsoft Excel, Access, Python, Statistics, Research, Programming, Analysis, Statistical Modeling, SAS, Calculus, Data Analysis
Education
The University of North Dakota 2011 — 2013
Master of Science (MS), Applied Economics
The University of North Dakota 2009 — 2013
BA, Mathematics, Economics
Michael Foods November 2013 - Present
University of North Dakota August 2010 - May 2013
Investment Centers of America May 2008 - August 2008
Skills
Stata, Microsoft Word, PowerPoint, Microsoft Excel, Access, Python, Statistics, Research, Programming, Analysis, Statistical Modeling, SAS, Calculus, Data Analysis
Education
The University of North Dakota 2011 — 2013
Master of Science (MS), Applied Economics
The University of North Dakota 2009 — 2013
BA, Mathematics, Economics
Michelle Hagen Michelle Hagen's Investment Centers of America Experience OwnerExpressions Shoe StoreJune 1999 - January 2012
Job
Industry Financial Services
Experience
Investment Centers of America OwnerExpressions Shoe StoreJune 1999 - January 2012
Cargill September 1995 - January 1999
Education
The University of North Dakota 1993 — 1995
Bachelor of Business Administration (BBA), Financial management
Bemidji State University 1991 — 1993
Associate of Arts (A.A.), General Studies
Investment Centers of America OwnerExpressions Shoe StoreJune 1999 - January 2012
Cargill September 1995 - January 1999
Education
The University of North Dakota 1993 — 1995
Bachelor of Business Administration (BBA), Financial management
Bemidji State University 1991 — 1993
Associate of Arts (A.A.), General Studies
Beth Simek's Investment Centers of America Experience January 2015 - Present
Job Account Coordinator at Investment Centers of America
Industry Financial Services
Experience
Investment Centers of America January 2015 - Present
Army National Guard September 2012 - Present
Bradferd Associates January 2011 - December 2014
Wells Fargo November 2005 - August 2007
Union State Bank of Fargo December 2002 - November 2005
Education
North Dakota State University 2007 — 2009
Master of Business Administration (M.B.A.)
North Dakota State University 2002 — 2004
Bachelor’s Degree, Business Administration
Dickinson State University 2000 — 2002
General Education Requirements
Investment Centers of America January 2015 - Present
Army National Guard September 2012 - Present
Bradferd Associates January 2011 - December 2014
Wells Fargo November 2005 - August 2007
Union State Bank of Fargo December 2002 - November 2005
Education
North Dakota State University 2007 — 2009
Master of Business Administration (M.B.A.)
North Dakota State University 2002 — 2004
Bachelor’s Degree, Business Administration
Dickinson State University 2000 — 2002
General Education Requirements
Karim Khowaja Karim Khowaja's Investment Centers of America Experience September 2009 - August 2010
Job Executive Board Member at Unifed CML LLC
Industry Restaurants
Experience
The Khowaja Organization (TKO) - A Dunkin Brands Franchisee August 2004 - Present
Unifed CML LLC January 2010 - Present
Mid-America Young Executives Committee May 2007 - January 2011
Investment Centers of America September 2009 - August 2010
Gunn Allen PWM/TKO October 2005 - August 2009
Raymond James Financial January 2000 - December 2005
Skills
Restaurant Management, Food Safety Management..., Brand Management, Recruiting, Labor Management, Multi-unit, Strategy, Leadership, Lease Negotiations, Strategic Financial..., Management, Financial Analysis, Franchising, Franchise Consulting, Menu Development, Inventory Control, Food Cost Analysis, Team Building, Quick Service, Forecasting, Food Safety, Investments, Market Research, Wealth Management, Series 7, Quality Auditing, Business Planning, Turnaround Experience, Operational Excellence, Operational Turnaround, Hospitality Management, Startup Development, Management Team..., Training And Recruitment, Menu, Marketing and..., Exit Strategies, Retirement Planning, P&L Management, Talent Acquisition
Education
New York University 2000 — 2005
Finance
The Khowaja Organization (TKO) - A Dunkin Brands Franchisee August 2004 - Present
Unifed CML LLC January 2010 - Present
Mid-America Young Executives Committee May 2007 - January 2011
Investment Centers of America September 2009 - August 2010
Gunn Allen PWM/TKO October 2005 - August 2009
Raymond James Financial January 2000 - December 2005
Skills
Restaurant Management, Food Safety Management..., Brand Management, Recruiting, Labor Management, Multi-unit, Strategy, Leadership, Lease Negotiations, Strategic Financial..., Management, Financial Analysis, Franchising, Franchise Consulting, Menu Development, Inventory Control, Food Cost Analysis, Team Building, Quick Service, Forecasting, Food Safety, Investments, Market Research, Wealth Management, Series 7, Quality Auditing, Business Planning, Turnaround Experience, Operational Excellence, Operational Turnaround, Hospitality Management, Startup Development, Management Team..., Training And Recruitment, Menu, Marketing and..., Exit Strategies, Retirement Planning, P&L Management, Talent Acquisition
Education
New York University 2000 — 2005
Finance
Tim Schut Tim Schut's Investment Centers of America Experience December 2010 - August 2015
Job Vice President Private Banking at First PREMIER Bank
Industry Financial Services
Experience
First PREMIER Bank August 2015 - Present
Investment Centers of America December 2010 - August 2015
Waddell & Reed 2003 - 2010
Wells Fargo Financial 2000 - 2003
Education
Northern State University 1995 — 1999
B.S., Marketing
Chester High School 1991 — 1995
First PREMIER Bank August 2015 - Present
Investment Centers of America December 2010 - August 2015
Waddell & Reed 2003 - 2010
Wells Fargo Financial 2000 - 2003
Education
Northern State University 1995 — 1999
B.S., Marketing
Chester High School 1991 — 1995
Nicole Shilhanek Nicole Shilhanek's Investment Centers of America Experience June 2003 - Present
Job Registered Assistant at Investment Centers of America
Industry Financial Services
Experience
Investment Centers of America June 2003 - Present
Skills
Series 63, Series 6, Series 65
Education
Northern State University 1999 — 2003
Bachelor of Science (B.S.), Business Finance
Investment Centers of America June 2003 - Present
Skills
Series 63, Series 6, Series 65
Education
Northern State University 1999 — 2003
Bachelor of Science (B.S.), Business Finance
Stacie Hostetler Stacie Hostetler's Investment Centers of America Experience March 2008 - January 2015
Job Assistant at Marrs Wealth Management
Industry Financial Services
Experience
Marrs Wealth Management January 2015 - Present
Investment Centers of America March 2008 - January 2015
Farm Bureau January 2002 - March 2008
Indian Creek Country Club 1999 - 2001
Great Plains Recording Co. 1998 - 2001
Skills
Marketing, Mutual Funds, Retirement Planning, Insurance, Customer Service, Investments, Event Planning, Microsoft Office, Marketing Communications, Market Research, Strategic Financial..., Account Management, Sales Management, Business Planning, Financial Planning
Education
Iowa State University 1995 — 1998
BA Music, Piano
Marrs Wealth Management January 2015 - Present
Investment Centers of America March 2008 - January 2015
Farm Bureau January 2002 - March 2008
Indian Creek Country Club 1999 - 2001
Great Plains Recording Co. 1998 - 2001
Skills
Marketing, Mutual Funds, Retirement Planning, Insurance, Customer Service, Investments, Event Planning, Microsoft Office, Marketing Communications, Market Research, Strategic Financial..., Account Management, Sales Management, Business Planning, Financial Planning
Education
Iowa State University 1995 — 1998
BA Music, Piano
David L. George III's Investment Centers of America Experience February 2015 - Present
Job Financial Advisor at Investment Centers of America
Industry Financial Services
Experience
Investment Centers of America February 2015 - Present
Skills
Investments, Financial Planning, Financial Services, General Securities..., Life Insurance, Retirement Planning, Retirement Savings, Health Savings Accounts, Education Savings
Education
Kansas State University
Personal Financial Planning
Investment Centers of America February 2015 - Present
Skills
Investments, Financial Planning, Financial Services, General Securities..., Life Insurance, Retirement Planning, Retirement Savings, Health Savings Accounts, Education Savings
Education
Kansas State University
Personal Financial Planning
Eric Isaak Eric Isaak's Investment Centers of America Experience January 2015 - Present
Job Marketer. Conversationalist. Food Enthusiast.
Industry Marketing and Advertising
Experience
Investment Centers of America January 2015 - Present
Kadrmas Lee & Jackson June 2013 - January 2015
Alerus Center July 2012 - June 2013
Skills
Marketing Communications, Marketing, Marketing Strategy, Public Relations, Advertising, Social Media Marketing, Press Releases, Social Media, Event Planning, Corporate Communications, Internal Communications, Adobe Creative Suite, Social Networking, InDesign
Education
The University of North Dakota 2007 — 2011
Bachelor of Business Administration (B.B.A.), Marketing
Investment Centers of America January 2015 - Present
Kadrmas Lee & Jackson June 2013 - January 2015
Alerus Center July 2012 - June 2013
Skills
Marketing Communications, Marketing, Marketing Strategy, Public Relations, Advertising, Social Media Marketing, Press Releases, Social Media, Event Planning, Corporate Communications, Internal Communications, Adobe Creative Suite, Social Networking, InDesign
Education
The University of North Dakota 2007 — 2011
Bachelor of Business Administration (B.B.A.), Marketing
Michaela (Shay) Frost Michaela (Shay) Frost's Investment Centers of America Experience March 2015 - Present
Job Independent Sales Representative at Advocare
Industry Recreational Facilities and Services
Experience
Investment Centers of America March 2015 - Present
Advocare June 2011 - Present
Wheat Ridge Parks and Recreation May 2013 - May 2014
Kearney Park and Recreation May 2005 - June 2011
Team McKensie Straka February 2011 - April 2011
UNK Loper Summer Soccer Camp May 2010 - August 2010
Skills
Strategic Financial..., Nutritional Counseling, Sports Nutrition, Coaching, Life Insurance, Weight Training, Sports, Wellness Coaching, Strategic Planning, Mortgage Lending, Health Insurance, Financial Analysis, Finance, Supplements, Investments, Microsoft Excel, Fitness, Insurance, Athletics, Microsoft Office, Retirement Planning, Customer Service, Small Business, Fundraising, Wealth, Sales, Strength Training, Long-term Care, Fitness Training, Wellness, Personal Training, Event Planning, Leadership, Social Networking, Nutrition, Public Speaking
Education
University of Nebraska at Kearney
Bachelor's degree, Parks, Recreation and Leisure Studies
Investment Centers of America March 2015 - Present
Advocare June 2011 - Present
Wheat Ridge Parks and Recreation May 2013 - May 2014
Kearney Park and Recreation May 2005 - June 2011
Team McKensie Straka February 2011 - April 2011
UNK Loper Summer Soccer Camp May 2010 - August 2010
Skills
Strategic Financial..., Nutritional Counseling, Sports Nutrition, Coaching, Life Insurance, Weight Training, Sports, Wellness Coaching, Strategic Planning, Mortgage Lending, Health Insurance, Financial Analysis, Finance, Supplements, Investments, Microsoft Excel, Fitness, Insurance, Athletics, Microsoft Office, Retirement Planning, Customer Service, Small Business, Fundraising, Wealth, Sales, Strength Training, Long-term Care, Fitness Training, Wellness, Personal Training, Event Planning, Leadership, Social Networking, Nutrition, Public Speaking
Education
University of Nebraska at Kearney
Bachelor's degree, Parks, Recreation and Leisure Studies
Dan Arbuckle Dan Arbuckle's Investment Centers of America Experience August 2011 - September 2011
Job UMDSA Vice Chair of Academic Affairs at University of Minnesota Duluth
Industry Marketing and Advertising
Experience
University of Minnesota Duluth September 2014 - Present
Bearpath Golf & Country Club February 2014 - Present
University of Minnesota - Duluth September 2013 - Present
University of Minnesota - Duluth August 2013 - Present
Target April 2012 - Present
Investment Centers of America August 2011 - September 2011
Skills
Leadership, Sales, Team Building, Management, Communication, Interpersonal Skill, Time Management, Event Planning, Restaurant Management, Event Management, Business Law, Economics, Financial Accounting, Customer Service, Marketing, Retail, IT in Business, Social Networking, PowerPoint, Microsoft Word, Social Media, Customer Satisfaction, Teamwork
Education
University of Minnesota-Twin Cities 2015 — 2017
University of Minnesota-Duluth 2013 — 2015
Chanhassen High School
University of Minnesota Duluth September 2014 - Present
Bearpath Golf & Country Club February 2014 - Present
University of Minnesota - Duluth September 2013 - Present
University of Minnesota - Duluth August 2013 - Present
Target April 2012 - Present
Investment Centers of America August 2011 - September 2011
Skills
Leadership, Sales, Team Building, Management, Communication, Interpersonal Skill, Time Management, Event Planning, Restaurant Management, Event Management, Business Law, Economics, Financial Accounting, Customer Service, Marketing, Retail, IT in Business, Social Networking, PowerPoint, Microsoft Word, Social Media, Customer Satisfaction, Teamwork
Education
University of Minnesota-Twin Cities 2015 — 2017
University of Minnesota-Duluth 2013 — 2015
Chanhassen High School
Larry Langemo Larry Langemo's Investment Centers of America Experience January 1985 - Present
Job Sr. Vice President at Investment Centers of America
Industry Financial Services
Experience
Investment Centers of America January 1985 - Present
Skills
Retirement Planning, Mutual Funds, Investments, Portfolio Management, Series 63, Investment Advisory, Securities, Strategic Financial..., Banking, Fixed Annuities, Asset Managment, Financial Advisory, Investment Management, Retirement, Insurance, Risk Management, Estate Planning, Financial Analysis, Series 24
Education
College for Financial Planning 1986 — 1986
Certified Financial Planner, Financial Planning and Services
South Dakota State University 1973 — 1974
Master of Science (M.S.), HPER
Jamestown College 1968 — 1972
Bachelor of Arts (B.A.), Health and Physical Education/Fitness
Investment Centers of America January 1985 - Present
Skills
Retirement Planning, Mutual Funds, Investments, Portfolio Management, Series 63, Investment Advisory, Securities, Strategic Financial..., Banking, Fixed Annuities, Asset Managment, Financial Advisory, Investment Management, Retirement, Insurance, Risk Management, Estate Planning, Financial Analysis, Series 24
Education
College for Financial Planning 1986 — 1986
Certified Financial Planner, Financial Planning and Services
South Dakota State University 1973 — 1974
Master of Science (M.S.), HPER
Jamestown College 1968 — 1972
Bachelor of Arts (B.A.), Health and Physical Education/Fitness
Kris Whitman Kris Whitman's Investment Centers of America Experience February 2013 - Present
Job Financial Planning Assistant at Strategic Wealth
Industry Financial Services
Experience
Investment Centers of America February 2013 - Present
Strategic Wealth 2013 - Present
AIS Planning September 2007 - January 2010
Aflac 2004 - 2007
National Mutual Benefit 2002 - 2004
Piper Jaffray January 1988 - November 2002
Skills
Mutual Funds, Investments, Retirement, Investment Advisory, Securities, Fixed Annuities, Wealth Management, Strategic Financial..., Retirement Planning
Education
Bismarck State College
St. Cloud State University
Investment Centers of America February 2013 - Present
Strategic Wealth 2013 - Present
AIS Planning September 2007 - January 2010
Aflac 2004 - 2007
National Mutual Benefit 2002 - 2004
Piper Jaffray January 1988 - November 2002
Skills
Mutual Funds, Investments, Retirement, Investment Advisory, Securities, Fixed Annuities, Wealth Management, Strategic Financial..., Retirement Planning
Education
Bismarck State College
St. Cloud State University
Kevin Hemme Kevin Hemme's Investment Centers of America Experience February 1999 - December 2012
Job LPL Financial Advisor
Industry Financial Services
Experience
CoastHills Wealth Management July 2015 - Present
CUSO Financial Services, LP December 2012 - June 2015
Investment Centers of America February 1999 - December 2012
Skills
Wealth Management, Retirement Planning, Strategic Financial..., Investment Advisory, Insurance, Series 7, Series 63, Series 65, Registrations held...
Education
Minnesota State University, Mankato 1979 — 1983
Bachelor of Science (BS), Business Administration, Management and Operations, Finance, Aviation Management
Luverne High School
CoastHills Wealth Management July 2015 - Present
CUSO Financial Services, LP December 2012 - June 2015
Investment Centers of America February 1999 - December 2012
Skills
Wealth Management, Retirement Planning, Strategic Financial..., Investment Advisory, Insurance, Series 7, Series 63, Series 65, Registrations held...
Education
Minnesota State University, Mankato 1979 — 1983
Bachelor of Science (BS), Business Administration, Management and Operations, Finance, Aviation Management
Luverne High School
Nathaniel Snyder Nathaniel Snyder's Investment Centers of America Experience May 2013 - November 2013
Job Financial Advisor at First State Bank SW
Industry Financial Services
Experience
First State Bank SW November 2013 - Present
Investment Centers of America May 2013 - November 2013
RiverWood Bank May 2012 - May 2013
Bemidji State University-Residential Life August 2010 - May 2012
Skills
Strategic Financial..., Financial Analysis, Microsoft Office, Corporate Finance, Risk Assessment, Oral & Written..., Estate Planning, Customer Service, Risk Management, Business Analysis
Education
Bemidji State University 2009 — 2013
Bachelor's degree, Business Administration w/ an emphasis in Finance, 3.6 GPA
First State Bank SW November 2013 - Present
Investment Centers of America May 2013 - November 2013
RiverWood Bank May 2012 - May 2013
Bemidji State University-Residential Life August 2010 - May 2012
Skills
Strategic Financial..., Financial Analysis, Microsoft Office, Corporate Finance, Risk Assessment, Oral & Written..., Estate Planning, Customer Service, Risk Management, Business Analysis
Education
Bemidji State University 2009 — 2013
Bachelor's degree, Business Administration w/ an emphasis in Finance, 3.6 GPA
Michael Tarantino, CDFA, CFP®'s Investment Centers of America Experience January 2005 - Present
Job Wealth Management, Financial Advisor, Certified Financial Planner, Investment Centers at Home State Bank
Industry Financial Services
Experience
Investment Centers of America January 2005 - Present
Education
College for Financial Planning 2009 — 2012
Certificate in Personal Financial Planning, Finance, General
Colorado State University 1998 — 2002
BS, Finance
Investment Centers of America January 2005 - Present
Education
College for Financial Planning 2009 — 2012
Certificate in Personal Financial Planning, Finance, General
Colorado State University 1998 — 2002
BS, Finance
Karen Burris Karen Burris's Investment Centers of America Experience May 2011 - Present
Job Administrative Assistant at Investment Centers of America
Industry Banking
Experience
Investment Centers of America May 2011 - Present
First American Bank March 2006 - May 2011
W. H. Braums, Inc. January 1989 - March 2006
Skills
Banking, Finance, Food Service Operations, Financial Analysis, Commercial Banking, Credit, Loans, Risk Management, Customer Service, Mortgage Lending
Education
Mid-America Technology Center 1976 — 1977
Investment Centers of America May 2011 - Present
First American Bank March 2006 - May 2011
W. H. Braums, Inc. January 1989 - March 2006
Skills
Banking, Finance, Food Service Operations, Financial Analysis, Commercial Banking, Credit, Loans, Risk Management, Customer Service, Mortgage Lending
Education
Mid-America Technology Center 1976 — 1977
Shane Weisgram's Investment Centers of America Experience May 2004 - August 2005
Job Planning & Budget Analyst at Bonanza Creek Energy, Inc.
Industry Oil & Energy
Experience
Bonanza Creek Energy, Inc. August 2014 - Present
The Institute of Internal Auditors Denver Chapter June 2014 - May 2015
Bonanza Creek Energy, Inc. March 2012 - August 2014
The Institute of Internal Auditors Denver Chapter June 2013 - May 2014
The Institute of Internal Auditors Denver Chapter July 2011 - May 2013
AdamsGabbert August 2007 - March 2012
Northwestern Mutual May 2007 - August 2007
Home Federal Bank March 2006 - May 2007
Investment Centers of America May 2004 - August 2005
Skills
SOX, Internal Controls, Risk Assessment, COSO, COBIT, Internal Audit
Education
University of Sioux Falls 2006 — 2008
Masters, Business Administration
South Dakota State University 2001 — 2005
Bachelor of Science Degree, Economics, Enterpreneurship
Bonanza Creek Energy, Inc. August 2014 - Present
The Institute of Internal Auditors Denver Chapter June 2014 - May 2015
Bonanza Creek Energy, Inc. March 2012 - August 2014
The Institute of Internal Auditors Denver Chapter June 2013 - May 2014
The Institute of Internal Auditors Denver Chapter July 2011 - May 2013
AdamsGabbert August 2007 - March 2012
Northwestern Mutual May 2007 - August 2007
Home Federal Bank March 2006 - May 2007
Investment Centers of America May 2004 - August 2005
Skills
SOX, Internal Controls, Risk Assessment, COSO, COBIT, Internal Audit
Education
University of Sioux Falls 2006 — 2008
Masters, Business Administration
South Dakota State University 2001 — 2005
Bachelor of Science Degree, Economics, Enterpreneurship
Daniel Coutinho's Investment Centers of America Experience January 2005 - February 2006
Job Operations Officer at IFC International Finance Corporation
Industry Public Policy
Experience
IFC - International Finance Corporation February 2012 - Present
The World Bank April 2010 - February 2012
Harvard Kennedy School of Government November 2009 - April 2010
Committee on Capital Markets Regulation October 2009 - March 2010
Investment Centers of America January 2005 - February 2006
First National Bank (FNB) May 1999 - November 2000
Skills
Stata, Public Policy, Policy Analysis, International..., Economic Development, Economics, Econometrics, Qualitative Research, Politics, International Relations, Research, Government, Strategic Communications, Africa, Analysis, Foreign Policy, Capacity Building
Education
Harvard University Kennedy School of Government 2007 — 2009
Master in Public Policy, Development Economics and International Development
Wayland Baptist University 2002 — 2006
BA, Business Administration
IFC - International Finance Corporation February 2012 - Present
The World Bank April 2010 - February 2012
Harvard Kennedy School of Government November 2009 - April 2010
Committee on Capital Markets Regulation October 2009 - March 2010
Investment Centers of America January 2005 - February 2006
First National Bank (FNB) May 1999 - November 2000
Skills
Stata, Public Policy, Policy Analysis, International..., Economic Development, Economics, Econometrics, Qualitative Research, Politics, International Relations, Research, Government, Strategic Communications, Africa, Analysis, Foreign Policy, Capacity Building
Education
Harvard University Kennedy School of Government 2007 — 2009
Master in Public Policy, Development Economics and International Development
Wayland Baptist University 2002 — 2006
BA, Business Administration
Greg Bowar Greg Bowar's Investment Centers of America Experience September 2009 - August 2012
Job Vice President Partner
Industry Financial Services
Experience
Diversified Wealth Management August 2012 - Present
Investment Centers of America September 2009 - August 2012
UBS October 2007 - September 2009
Insurance Wholesaler July 2004 - October 2007
Strategic Futures and Options August 2002 - July 2004
Software Distributor July 1998 - August 2002
US Bank May 1997 - July 1998
Schering-Plough Pharmaceuticals February 1989 - March 1997
Skills
Financial Advisory, Financial Services, Retirement Planning, Wealth Management, Estate Planning, Mutual Funds, Asset Allocation, Strategic Financial..., Fixed Annuities, Portfolio Management
Education
The American College 2004 — 2006
ChFC, Charter Financial Consultant
The University of South Dakota 1982 — 1986
MBA, business
South Dakota State University 1976 — 1980
BS, Business
Diversified Wealth Management August 2012 - Present
Investment Centers of America September 2009 - August 2012
UBS October 2007 - September 2009
Insurance Wholesaler July 2004 - October 2007
Strategic Futures and Options August 2002 - July 2004
Software Distributor July 1998 - August 2002
US Bank May 1997 - July 1998
Schering-Plough Pharmaceuticals February 1989 - March 1997
Skills
Financial Advisory, Financial Services, Retirement Planning, Wealth Management, Estate Planning, Mutual Funds, Asset Allocation, Strategic Financial..., Fixed Annuities, Portfolio Management
Education
The American College 2004 — 2006
ChFC, Charter Financial Consultant
The University of South Dakota 1982 — 1986
MBA, business
South Dakota State University 1976 — 1980
BS, Business
Jim Kain Jim Kain's Investment Centers of America Experience July 1995 - Present
Job CFP® at Investment Centers of America
Industry Financial Services
Experience
Investment Centers of America July 1995 - Present
Education
Winona State University MA 1970 — 1970
South Dakota State University BS Degree 1959 — 1963
Investment Centers of America July 1995 - Present
Education
Winona State University MA 1970 — 1970
South Dakota State University BS Degree 1959 — 1963
Jason Benson Jason Benson's Investment Centers of America Experience May 2011 - Present
Job Financial Representative at Thoroughbred Wealth
Industry Financial Services
Experience
Investment Centers of America May 2011 - Present
Thoroughbred Wealth March 2009 - Present
Monkey Island Fire Dept. January 2000 - Present
Education
Cameron University 1987 — 1989
Business
Okemah High 1984 — 1987
Investment Centers of America May 2011 - Present
Thoroughbred Wealth March 2009 - Present
Monkey Island Fire Dept. January 2000 - Present
Education
Cameron University 1987 — 1989
Business
Okemah High 1984 — 1987
Andy Lyford Andy Lyford's Investment Centers of America Experience January 1993 - April 1996
Job CEO at Charlton Investment Services
Industry Financial Services
Experience
Charlton Investment Services November 2000 - Present
LPL Financial May 1996 - October 2000
Investment Centers of America January 1993 - April 1996
Skills
FINRA, Financial Services, Portfolio Management, Securities, Investments, Asset Allocation, Public Speaking, Financial Analysis, Asset Management, Alternative Investments, Due Diligence, Strategic Planning, Asset Managment, Investment Management, Mutual Funds, Investment Strategies
Education
Trinity College-Hartford 1988 — 1992
BA, English Literature
Charlton Investment Services November 2000 - Present
LPL Financial May 1996 - October 2000
Investment Centers of America January 1993 - April 1996
Skills
FINRA, Financial Services, Portfolio Management, Securities, Investments, Asset Allocation, Public Speaking, Financial Analysis, Asset Management, Alternative Investments, Due Diligence, Strategic Planning, Asset Managment, Investment Management, Mutual Funds, Investment Strategies
Education
Trinity College-Hartford 1988 — 1992
BA, English Literature
Michelle Nieuwsma Michelle Nieuwsma's Investment Centers of America Experience 2002 - 2010
Job Virtual Sales/Marketing Associate
Industry Financial Services
Experience
iWealth 2008 - Present
Investment Centers of America 2002 - 2010
Skills
Series 7
Education
University of Mary 2002 — 2004
Bachelor of Science - Magna Cum Laude, Business Administration, Finance
South Dakota State University 2000 — 2002
Finance
iWealth 2008 - Present
Investment Centers of America 2002 - 2010
Skills
Series 7
Education
University of Mary 2002 — 2004
Bachelor of Science - Magna Cum Laude, Business Administration, Finance
South Dakota State University 2000 — 2002
Finance
Scott Ressler Scott Ressler's Investment Centers of America Experience March 1993 - October 2012
Job Sales Manager at Abrasives, Inc.
Industry Construction
Experience
Investment Centers of America March 1993 - October 2012
Skills
Sales Management, New Business Development, Sales
Education
North Dakota State College of Science
Investment Centers of America March 1993 - October 2012
Skills
Sales Management, New Business Development, Sales
Education
North Dakota State College of Science
Sean Keys's Investment Centers of America Experience August 2014 - November 2014
Job Scottrade Inc.
Industry Financial Services
Experience
Scottrade January 2009 - Present
Investment Centers of America August 2014 - November 2014
Stifel Nicolaus October 2006 - February 2007
A.G. Edwards November 2004 - May 2006
Edward Jones October 1999 - August 2004
Skills
Series 7, Series 24, Capital Markets, Auditing, Financial Services, Securities, Mutual Funds, Equities, FINRA, Series 63, Banking, Fixed Income, Options, Strategic Financial..., Investments
Education
University of Missouri-Columbia
Bachelor's of Science, Finance & Banking
Scottrade January 2009 - Present
Investment Centers of America August 2014 - November 2014
Stifel Nicolaus October 2006 - February 2007
A.G. Edwards November 2004 - May 2006
Edward Jones October 1999 - August 2004
Skills
Series 7, Series 24, Capital Markets, Auditing, Financial Services, Securities, Mutual Funds, Equities, FINRA, Series 63, Banking, Fixed Income, Options, Strategic Financial..., Investments
Education
University of Missouri-Columbia
Bachelor's of Science, Finance & Banking
Ryan Sherwood's Investment Centers of America Experience August 2005 - Present
Job Representative at Investment Centers of America
Industry Financial Services
Experience
Investment Centers of America August 2005 - Present
Skills
Customer Service, Estate Planning, Finance, Fixed Annuities, Financial Advisory, Insurance, Investment Advisory, Investments, Life Insurance, Mutual Funds, Portfolio Management, Retirement, Retirement Planning, Series 7, Wealth Management, Financial Planning, Strategic Financial..., Team Building, Securities
Education
Saint John's University 1998 — 2002
Investment Centers of America August 2005 - Present
Skills
Customer Service, Estate Planning, Finance, Fixed Annuities, Financial Advisory, Insurance, Investment Advisory, Investments, Life Insurance, Mutual Funds, Portfolio Management, Retirement, Retirement Planning, Series 7, Wealth Management, Financial Planning, Strategic Financial..., Team Building, Securities
Education
Saint John's University 1998 — 2002
Michelle Rafftery's Investment Centers of America Experience April 2007 - April 2008
Job
Industry Hospitality
Experience
Metro Wine & Spirits May 2013 - Present
Jimmy's Food & Drink February 2010 - October 2012
D'Avita Ristorante September 2008 - October 2009
Investment Centers of America April 2007 - April 2008
Mara-Mi, Inc November 2000 - August 2006
Skills
Customer Service, Purchasing, Event Planning, Print Management, Hospitality, Cross-functional Team..., Sales, Commercial Paper, Point of Purchase, Marketing, Account Management, Team Building, Retail
Education
Rasmussen College-Minnesota 2013 — 2013
Master Planning of Resources, APICS, The Association for Operations Management
Rasmussen College-Minnesota 2012 — 2013
Certificate, Basics of Supply Chain Management, APICS Twin Cities Chapter, The Association for Operations Management
Metro Wine & Spirits May 2013 - Present
Jimmy's Food & Drink February 2010 - October 2012
D'Avita Ristorante September 2008 - October 2009
Investment Centers of America April 2007 - April 2008
Mara-Mi, Inc November 2000 - August 2006
Skills
Customer Service, Purchasing, Event Planning, Print Management, Hospitality, Cross-functional Team..., Sales, Commercial Paper, Point of Purchase, Marketing, Account Management, Team Building, Retail
Education
Rasmussen College-Minnesota 2013 — 2013
Master Planning of Resources, APICS, The Association for Operations Management
Rasmussen College-Minnesota 2012 — 2013
Certificate, Basics of Supply Chain Management, APICS Twin Cities Chapter, The Association for Operations Management
Les Wierson's Investment Centers of America Experience 2001 - October 2009
Job Investment Advisor Representative, Wierson Financial & Wealth Mgmt.
Industry Financial Services
Experience
Wierson Financial & Wealth Management/American Portfolios October 2009 - Present
Investment Centers of America 2001 - October 2009
Skills
Wealth Management, Retirement Planning, Series 7, Investment Advisory, Retirement, Series 63, Financial Advisory, Life Insurance, Asset Allocation, Insurance, Variable Annuities, Investments, Mutual Funds, Strategic Financial..., Fixed Annuities, Securities, Financial Planners, Asset Management, 401k, Equities, Financial Services
Education
University of Montana 1998 — 2001
Wierson Financial & Wealth Management/American Portfolios October 2009 - Present
Investment Centers of America 2001 - October 2009
Skills
Wealth Management, Retirement Planning, Series 7, Investment Advisory, Retirement, Series 63, Financial Advisory, Life Insurance, Asset Allocation, Insurance, Variable Annuities, Investments, Mutual Funds, Strategic Financial..., Fixed Annuities, Securities, Financial Planners, Asset Management, 401k, Equities, Financial Services
Education
University of Montana 1998 — 2001
Laura Pope CFP's Investment Centers of America Experience October 2003 - March 2009
Job Financial Services
Industry Financial Services
Experience
TRM 2009 - Present
Investment Centers of America October 2003 - March 2009
Fortis Investments September 1997 - December 1998
Murray Hotel May 1993 - August 1993
Skills
Retirement
Education
University of Michigan 1992 — 1996
Mercy High School 1988 — 1992
TRM 2009 - Present
Investment Centers of America October 2003 - March 2009
Fortis Investments September 1997 - December 1998
Murray Hotel May 1993 - August 1993
Skills
Retirement
Education
University of Michigan 1992 — 1996
Mercy High School 1988 — 1992
Brett Bengtson's Investment Centers of America Experience November 2012 - Present
Job SVP and Sales Professional Serving Financial Advisors and Institutions at Investment Centers of America
Industry Financial Services
Experience
Investment Centers of America November 2012 - Present
Investment Centers of America August 2010 - November 2012
Jackson National Life September 2005 - September 2010
Stifel Financial Corp. 2002 - 2005
The Oxford Hotel 1999 - 2002
Skills
Certified Fund..., Practice Management, Investment Advisory
Education
University of Colorado at Boulder - Leeds School of Business 1999 — 2004
Bachelor of Science Business Administration, Finance, General
Uppsala universitet 2001 — 2002
Economics
Investment Centers of America November 2012 - Present
Investment Centers of America August 2010 - November 2012
Jackson National Life September 2005 - September 2010
Stifel Financial Corp. 2002 - 2005
The Oxford Hotel 1999 - 2002
Skills
Certified Fund..., Practice Management, Investment Advisory
Education
University of Colorado at Boulder - Leeds School of Business 1999 — 2004
Bachelor of Science Business Administration, Finance, General
Uppsala universitet 2001 — 2002
Economics
Gary Mendelow's Investment Centers of America Experience 2008 - 2013
Job CERTIFIED FINANCIAL PLANNER™ at The Legend Group
Industry Financial Services
Experience
The Legend Group February 2013 - Present
Investment Centers of America 2008 - 2013
Education
Syracuse University 1981 — 1985
Bachelor's degree, Broadcast Journalism and Political Science
The Legend Group February 2013 - Present
Investment Centers of America 2008 - 2013
Education
Syracuse University 1981 — 1985
Bachelor's degree, Broadcast Journalism and Political Science
Tom Cotter's Investment Centers of America Experience 2008 - 2010
Job Business Development Manager at Ryan
Industry Real Estate
Experience
Ryan November 2013 - Present
Ryan November 2010 - Present
Quest Software June 2010 - November 2010
Investment Centers of America 2008 - 2010
Oppenheimer & Co. September 2007 - May 2008
Skills
Real Estate, Valuation, Financial Analysis, Due Diligence, Financial Modeling, Tax, Commercial Real Estate, Analysis, Microsoft Excel, Data Analysis, Salesforce.com, Market Analysis, Forecasting, Consulting, Market Research, Process Improvement, Microsoft Office, Sales
Education
DePaul University 2004 — 2008
BS, Finance
Ryan November 2013 - Present
Ryan November 2010 - Present
Quest Software June 2010 - November 2010
Investment Centers of America 2008 - 2010
Oppenheimer & Co. September 2007 - May 2008
Skills
Real Estate, Valuation, Financial Analysis, Due Diligence, Financial Modeling, Tax, Commercial Real Estate, Analysis, Microsoft Excel, Data Analysis, Salesforce.com, Market Analysis, Forecasting, Consulting, Market Research, Process Improvement, Microsoft Office, Sales
Education
DePaul University 2004 — 2008
BS, Finance
Mike Fiorio's Investment Centers of America Experience 1990 - Present
Job V.P. at Fiorio Brothers Investments
Industry Financial Services
Experience
Investment Centers of America 1990 - Present
Fiorio Brothers Investments January 1986 - Present
Skills
Communication Skills, Investment Strategies, Tax Reduction, Estate Planning, Retirement Planning, Retirement Plan..., Qualified Retirement..., Retirement Benefits, Charitable Gift Planning, Charitable Trusts, Charitable Remainder..., Life Insurance, Investment Advisory
Education
fi 360 2012 — 2013
Accredited Investment Fiduciary
College for Financial Planning 1988 — 1990
Certified Financial Planner
Northland College 1976 — 1980
Bachelor of Business Administration (BBA)
Investment Centers of America 1990 - Present
Fiorio Brothers Investments January 1986 - Present
Skills
Communication Skills, Investment Strategies, Tax Reduction, Estate Planning, Retirement Planning, Retirement Plan..., Qualified Retirement..., Retirement Benefits, Charitable Gift Planning, Charitable Trusts, Charitable Remainder..., Life Insurance, Investment Advisory
Education
fi 360 2012 — 2013
Accredited Investment Fiduciary
College for Financial Planning 1988 — 1990
Certified Financial Planner
Northland College 1976 — 1980
Bachelor of Business Administration (BBA)
Jennifer Lindgren's Investment Centers of America Experience January 1995 - June 2000
Job Certified Financial Planner at Securities America, Inc. Member FINRA/SIPC
Industry Financial Services
Experience
Securities America, Inc. Member FINRA/SIPC December 2012 - Present
Eagle One Investments June 2000 - December 2012
Investment Centers of America January 1995 - June 2000
Financial West Group July 1994 - December 1994
Interfirst Capital Corporation/Baraban Securities October 1989 - July 1994
Skills
Competent Ethical..., Investment Securities, Brokerage Services, Portfolio Review, Strategic Financial..., Insurance Planning, Retirement & Estate..., Qualified Retirement..., College Savings Plans, Leadership in Community..., Investments, Financial Planners, Series 7, Series 63, Portfolio Management
Education
University of California, Los Angeles
Bachelor's degree, Psychology/Graduate Studies
College for Financial Planning 1991 — 1994
CFP (TM) Certified Financial Planner, Certified Financial Planner Professional Educational Program
Pepperdine University 1968 — 1969
Graduate Studies towards California Lifetime Teaching Credential
Mt. Saint Mary's College, Los Angeles 1968 — 1969
Graduate studies toward California Lifetime Teaching Credential
University of Redlands
Under Graduate Studies
Securities America, Inc. Member FINRA/SIPC December 2012 - Present
Eagle One Investments June 2000 - December 2012
Investment Centers of America January 1995 - June 2000
Financial West Group July 1994 - December 1994
Interfirst Capital Corporation/Baraban Securities October 1989 - July 1994
Skills
Competent Ethical..., Investment Securities, Brokerage Services, Portfolio Review, Strategic Financial..., Insurance Planning, Retirement & Estate..., Qualified Retirement..., College Savings Plans, Leadership in Community..., Investments, Financial Planners, Series 7, Series 63, Portfolio Management
Education
University of California, Los Angeles
Bachelor's degree, Psychology/Graduate Studies
College for Financial Planning 1991 — 1994
CFP (TM) Certified Financial Planner, Certified Financial Planner Professional Educational Program
Pepperdine University 1968 — 1969
Graduate Studies towards California Lifetime Teaching Credential
Mt. Saint Mary's College, Los Angeles 1968 — 1969
Graduate studies toward California Lifetime Teaching Credential
University of Redlands
Under Graduate Studies
Craig Prudhomme's Investment Centers of America Experience May 2007 - Present
Job Financial Advisor at Agate Financial Services specializing in Comprehensive Financial Planning
Industry Financial Services
Experience
Agate Financial Services May 2015 - Present
Investment Centers of America May 2007 - Present
Audubon Center of the North Woods 1980 - 2006
Education
Northland College 1978 — 1980
B.A. Biology, Biology, Outdoor Education
University of Minnesota Duluth
M.Ed., Field Ecology/Geology - Self-Directed
Agate Financial Services May 2015 - Present
Investment Centers of America May 2007 - Present
Audubon Center of the North Woods 1980 - 2006
Education
Northland College 1978 — 1980
B.A. Biology, Biology, Outdoor Education
University of Minnesota Duluth
M.Ed., Field Ecology/Geology - Self-Directed
Darren Evavold's Investment Centers of America Experience April 2009 - Present
Job Investment Representative at Investment Centers of America
Industry Financial Services
Experience
Investment Centers of America April 2009 - Present
Thrivent Financial for Lutherans November 2007 - April 2009
BCBSND February 2003 - November 2007
Altru Health System November 1997 - February 2003
East Grand Forks Dental Care August 1991 - November 1997
Education
The University of North Dakota 1983 — 1991
Bus. Adm., Business Administration
Investment Centers of America April 2009 - Present
Thrivent Financial for Lutherans November 2007 - April 2009
BCBSND February 2003 - November 2007
Altru Health System November 1997 - February 2003
East Grand Forks Dental Care August 1991 - November 1997
Education
The University of North Dakota 1983 — 1991
Bus. Adm., Business Administration
Byron Hill's Investment Centers of America Experience 2002 - Present
Job Sr.VPDirector of Wealth Management Services at Investment Centers of America
Industry Financial Services
Experience
Investment Centers of America 2002 - Present
EF Hutton and Company, Inc. 1979 - 1988
University of Jamestown 1973 - 1979
Education
Minnesota State University, Mankato 1969 — 1970
Master's degree:, Health, Physical Education and Education
Valley City State University -- Valley City,ND 1962 — 1966
Bachelor's degree, Majors: Physical Education and English Minor: History
High School
Investment Centers of America 2002 - Present
EF Hutton and Company, Inc. 1979 - 1988
University of Jamestown 1973 - 1979
Education
Minnesota State University, Mankato 1969 — 1970
Master's degree:, Health, Physical Education and Education
Valley City State University -- Valley City,ND 1962 — 1966
Bachelor's degree, Majors: Physical Education and English Minor: History
High School
Susie Peterka's Investment Centers of America Experience February 2010 - Present
Job
Industry Financial Services
Experience
Origami Owl Custom Jewelry April 2014 - Present
Investment Centers of America February 2010 - Present
Education
The University of North Dakota 1998 — 2001
Bachelor
Origami Owl Custom Jewelry April 2014 - Present
Investment Centers of America February 2010 - Present
Education
The University of North Dakota 1998 — 2001
Bachelor
Julie Obrigewitsch's Investment Centers of America Experience June 2007 - December 2009
Job Sales & Marketing Coordinator at Dickinson Convention & Visitors Bureau
Industry Nonprofit Organization Management
Experience
Dickinson Convention & Visitors Bureau January 2010 - Present
Investment Centers of America June 2007 - December 2009
Skills
Marketing Communications, Public Relations, Account Management, Sales Management, Customer Service, Marketing Strategy, Email Marketing, Market Research, Event Planning
Education
Dickinson State University 2003 — 2007
Bachelor of Business Administration (BBA), Marketing
Dickinson Convention & Visitors Bureau January 2010 - Present
Investment Centers of America June 2007 - December 2009
Skills
Marketing Communications, Public Relations, Account Management, Sales Management, Customer Service, Marketing Strategy, Email Marketing, Market Research, Event Planning
Education
Dickinson State University 2003 — 2007
Bachelor of Business Administration (BBA), Marketing
Donna Cottington's Investment Centers of America Experience October 1997 - December 2012
Job Franchisee at H&R Block
Industry Retail
Experience
H&R Block June 2009 - Present
Investment Centers of America October 1997 - December 2012
H&R Block January 1995 - April 1999
Northern Illinois University January 1990 - June 1992
Education
Northern Illinois University
Bachelor of Arts (BA), History
H&R Block June 2009 - Present
Investment Centers of America October 1997 - December 2012
H&R Block January 1995 - April 1999
Northern Illinois University January 1990 - June 1992
Education
Northern Illinois University
Bachelor of Arts (BA), History
Blaire Hart's Investment Centers of America Experience January 2006 - May 2008
Job InPatient Gym Volunteer at Carolinas Healthcare System
Industry Hospital & Health Care
Experience
Hind's Feet Farm (Huntersville) September 2011 - Present
Carolinas Healthcare System February 2010 - Present
Investment Centers of America January 2006 - May 2008
Education
The University of North Dakota 1999 — 2003
Bachelor's degree, Political Science and Public Administration
Hind's Feet Farm (Huntersville) September 2011 - Present
Carolinas Healthcare System February 2010 - Present
Investment Centers of America January 2006 - May 2008
Education
The University of North Dakota 1999 — 2003
Bachelor's degree, Political Science and Public Administration
john lukaszewicz's Investment Centers of America Experience August 1994 - October 2002
Job Banking Professional
Industry Banking
Experience
Bank of the West 2002 - 2009
Investment Centers of America August 1994 - October 2002
Education
Western Wyoming Community College
spanish 1/spanish2
Clarkson University 1973 — 1975
associates, engineering/mathematics
Bank of the West 2002 - 2009
Investment Centers of America August 1994 - October 2002
Education
Western Wyoming Community College
spanish 1/spanish2
Clarkson University 1973 — 1975
associates, engineering/mathematics
Cassie Heitz's Investment Centers of America Experience March 2013 - Present
Job Administrative Assistant at Investment Centers of America
Industry Financial Services
Experience
Investment Centers of America March 2013 - Present
Education
The College of Idaho 2002 — 2006
Bachelor of Business Administration (B.B.A.), Marketing
Investment Centers of America March 2013 - Present
Education
The College of Idaho 2002 — 2006
Bachelor of Business Administration (B.B.A.), Marketing
Kristi Blaser's Investment Centers of America Experience February 2011 - Present
Job Office & Marketing Manager/Insurance Agent at Investment Centers of America
Industry Financial Services
Experience
Investment Centers of America February 2011 - Present
Heart River Genetics February 2006 - February 2011
Education
North Dakota State University 2001 — 2004
Bowman Public School
Investment Centers of America February 2011 - Present
Heart River Genetics February 2006 - February 2011
Education
North Dakota State University 2001 — 2004
Bowman Public School
Doug Vangilder's Investment Centers of America Experience September 1998 - October 2009
Job FINANCIAL ADVISOR at AVB BANK
Industry Investment Management
Experience
AVB BANK December 2011 - Present
LEGEND GROUP October 2009 - November 2011
INVESTMENT CENTERS OF AMERICA September 1998 - October 2009
Education
Rose State College
AVB BANK December 2011 - Present
LEGEND GROUP October 2009 - November 2011
INVESTMENT CENTERS OF AMERICA September 1998 - October 2009
Education
Rose State College
Dream OBrien's Investment Centers of America Experience November 1995 - Present
Job Financial Planner at Investment Centers of America
Industry Financial Services
Experience
Investment Centers of America November 1995 - Present
Education
Dickinson State University 1986 — 1988
Business Administration and Management, General
The University of North Dakota 1984 — 1986
Investment Centers of America November 1995 - Present
Education
Dickinson State University 1986 — 1988
Business Administration and Management, General
The University of North Dakota 1984 — 1986
Cindy Mims's Investment Centers of America Experience June 2009 - Present
Job Financial Advisor at Investment Centers of America
Industry Financial Services
Experience
Investment Centers of America June 2009 - Present
Merrill Lynch June 2005 - June 2009
Smith Barney October 2002 - June 2005
VALIC November 1997 - October 2002
Education
Lamar University 1991 — 1997
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General, 3.56 / 4.0
Investment Centers of America June 2009 - Present
Merrill Lynch June 2005 - June 2009
Smith Barney October 2002 - June 2005
VALIC November 1997 - October 2002
Education
Lamar University 1991 — 1997
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General, 3.56 / 4.0