JNBA Financial Advisors
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JNBA Financial Advisors Employees
Employee
Years
Job
Industry
Matthew Haralson Matthew Haralson's JNBA Financial Advisors Experience May 2014 - May 2015
Job Marketing Performance Management and Content Marketing Intern at Optum
Industry Marketing and Advertising
Experience
UnitedHealth Group June 2015 - Present
JNBA Financial Advisors May 2014 - May 2015
NightOwl Discovery January 2014 - May 2014
First Bank Financial Centre May 2013 - August 2013
LTE Media Group January 2013 - May 2013
Sapphire Consulting January 2013 - May 2013
Skills
Team Leadership, Goal-driven leader, Google Analytics, Market Research, Competitive Intelligence, Adobe Creative Suite, Salesforce.com, Marketing, Social Media, Strategy, Social Media Marketing, Microsoft Office, Nonprofits, Microsoft Excel
Education
University of Minnesota - Carlson School of Management 2012 — 2016
Bachelor of Science in Business, Marketing and Supply Chain and Operations Management
Universität St.Gallen - Hochschule für Wirtschafts-, Rechts- und Sozialwissenschaften 2014 — 2014
Carlson School of Management Global Immersion Program
Brookfield Central High School 2008 — 2012
UnitedHealth Group June 2015 - Present
JNBA Financial Advisors May 2014 - May 2015
NightOwl Discovery January 2014 - May 2014
First Bank Financial Centre May 2013 - August 2013
LTE Media Group January 2013 - May 2013
Sapphire Consulting January 2013 - May 2013
Skills
Team Leadership, Goal-driven leader, Google Analytics, Market Research, Competitive Intelligence, Adobe Creative Suite, Salesforce.com, Marketing, Social Media, Strategy, Social Media Marketing, Microsoft Office, Nonprofits, Microsoft Excel
Education
University of Minnesota - Carlson School of Management 2012 — 2016
Bachelor of Science in Business, Marketing and Supply Chain and Operations Management
Universität St.Gallen - Hochschule für Wirtschafts-, Rechts- und Sozialwissenschaften 2014 — 2014
Carlson School of Management Global Immersion Program
Brookfield Central High School 2008 — 2012
Christine Heller Christine Heller's JNBA Financial Advisors Experience April 2004 - October 2005
Job Financial Advisor at Lance A. Miller & Associates a financial advisory practice of Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Lance A. Miller & Associates October 2005 - Present
JNBA Financial Advisors April 2004 - October 2005
Edward Jones March 2000 - April 2004
Minnesota Life September 1998 - March 2000
Education
Metropolitan State University
Finance
Lance A. Miller & Associates October 2005 - Present
JNBA Financial Advisors April 2004 - October 2005
Edward Jones March 2000 - April 2004
Minnesota Life September 1998 - March 2000
Education
Metropolitan State University
Finance
Anne Ward, CFP®, AIF® Anne Ward, CFP®, AIF®'s JNBA Financial Advisors Experience 2007 - 2010
Job Director of Financial Planning at Allodium Investment Consultants
Industry Investment Management
Experience
Allodium Investment Consultants August 2010 - Present
JNBA Financial Advisors 2007 - 2010
ActiFi 2006 - 2007
Focus Financial 2005 - 2007
Skills
Estate Planning, Investment Advisory, Retirement Planning, Investments, Wealth Management, Alternative Investments, Risk Management, Asset Allocation, Financial Planning, Charitable Giving, Fee-Only Financial...
Education
College for Financial Planning 2005 — 2007
CFP, CERTIFIED FINANCIAL PLANNER designation
Wichita State University
Bachelors, Finance-Investments, Accounting, Spanish
Allodium Investment Consultants August 2010 - Present
JNBA Financial Advisors 2007 - 2010
ActiFi 2006 - 2007
Focus Financial 2005 - 2007
Skills
Estate Planning, Investment Advisory, Retirement Planning, Investments, Wealth Management, Alternative Investments, Risk Management, Asset Allocation, Financial Planning, Charitable Giving, Fee-Only Financial...
Education
College for Financial Planning 2005 — 2007
CFP, CERTIFIED FINANCIAL PLANNER designation
Wichita State University
Bachelors, Finance-Investments, Accounting, Spanish
Anthony Loreti's JNBA Financial Advisors Experience March 2011 - March 2011
Job Municipal Bond Trading
Industry Financial Services
Experience
RBC Wealth Management November 2014 - Present
RBC Wealth Management May 2013 - October 2014
RBC Wealth Management June 2012 - May 2013
RBC Wealth Management May 2011 - June 2012
LSBE Financial Markets Program March 2010 - May 2011
JNBA Financial Advisors March 2011 - March 2011
Skills
Investments, Mutual Funds, Fixed Income, Financial Analysis, Equities, Finance, Equity Research, Financial Markets, Portfolio Management, Financial Modeling, Hedge Funds, Asset Management, Securities, Asset Managment, Microsoft Excel, Bloomberg, Series 7, Series 66, Series 52
Education
Southern Methodist University - Cox School of Business 2015 — 2016
Master of Business Administration (M.B.A.), Finance and Financial Management Services
University of Saint Thomas - Opus College of Business 2012 — 2014
Master, Business Administration
University of Minnesota 2006 — 2011
Bachelor, Business Administration; Financial Markets Finance
RBC Wealth Management November 2014 - Present
RBC Wealth Management May 2013 - October 2014
RBC Wealth Management June 2012 - May 2013
RBC Wealth Management May 2011 - June 2012
LSBE Financial Markets Program March 2010 - May 2011
JNBA Financial Advisors March 2011 - March 2011
Skills
Investments, Mutual Funds, Fixed Income, Financial Analysis, Equities, Finance, Equity Research, Financial Markets, Portfolio Management, Financial Modeling, Hedge Funds, Asset Management, Securities, Asset Managment, Microsoft Excel, Bloomberg, Series 7, Series 66, Series 52
Education
Southern Methodist University - Cox School of Business 2015 — 2016
Master of Business Administration (M.B.A.), Finance and Financial Management Services
University of Saint Thomas - Opus College of Business 2012 — 2014
Master, Business Administration
University of Minnesota 2006 — 2011
Bachelor, Business Administration; Financial Markets Finance
Cullen J. Byre Cullen J. Byre's JNBA Financial Advisors Experience March 2007 - September 2007
Job Experienced Wealth Advisor/Trust Administrator
Industry Financial Services
Experience
Anchor Bank May 2009 - November 2012
Bremer Bank September 2008 - May 2009
JNBA Financial Advisors March 2007 - September 2007
Wells Fargo Investment Management & Trust February 2001 - March 2007
Skills
Strategic Financial..., Wealth Management, Finance, Banking, Investments, Investment Management, Customer Service, Relationship Management, Small Business, Management, Wealth, Portfolio Management, Financial Analysis, Financial Planning
Education
South Dakota State University 1994 — 1999
Anchor Bank May 2009 - November 2012
Bremer Bank September 2008 - May 2009
JNBA Financial Advisors March 2007 - September 2007
Wells Fargo Investment Management & Trust February 2001 - March 2007
Skills
Strategic Financial..., Wealth Management, Finance, Banking, Investments, Investment Management, Customer Service, Relationship Management, Small Business, Management, Wealth, Portfolio Management, Financial Analysis, Financial Planning
Education
South Dakota State University 1994 — 1999
Joseph McRae, CFA, CFP®, MBA Joseph McRae, CFA, CFP®, MBA's JNBA Financial Advisors Experience May 1997 - October 1999
Job Partner, Vantage Point Wealth Management
Industry Investment Management
Experience
Vantage Point Wealth Management June 2008 - Present
Principal Financial Group April 2006 - June 2008
Securian Financial Group October 1999 - March 2006
JNBA Financial Advisors May 1997 - October 1999
Ameriprise Financial 1990 - 1997
Skills
Wealth Management, Retirement Planning, Investment Advisory, Strategic Financial..., Financial Advisory, Estate Planning, Asset Allocation, Mutual Funds, Investments, FINRA, Series 24, Series 7, Series 63, Retirement, Securities
Education
University of Minnesota - Carlson School of Management 2001 — 2005
MBA, Finance
Dartmouth College 1985 — 1989
BA, Chemistry
Red Wing High School 1982 — 1985
Vantage Point Wealth Management June 2008 - Present
Principal Financial Group April 2006 - June 2008
Securian Financial Group October 1999 - March 2006
JNBA Financial Advisors May 1997 - October 1999
Ameriprise Financial 1990 - 1997
Skills
Wealth Management, Retirement Planning, Investment Advisory, Strategic Financial..., Financial Advisory, Estate Planning, Asset Allocation, Mutual Funds, Investments, FINRA, Series 24, Series 7, Series 63, Retirement, Securities
Education
University of Minnesota - Carlson School of Management 2001 — 2005
MBA, Finance
Dartmouth College 1985 — 1989
BA, Chemistry
Red Wing High School 1982 — 1985
Chris Peplinski Chris Peplinski's JNBA Financial Advisors Experience May 2015 - August 2015
Job Future Financial Services Professional
Industry Financial Services
Experience
JNBA Financial Advisors May 2015 - August 2015
BMW of Minnetonka December 2012 - August 2014
Morrie's Cadillac April 2009 - December 2011
Skills
Higher Education, Communication Skills, Business Savvy, Team Leadership, Automotive, Long-term Customer..., Human Nutrition, Fitness Training, Stress Management, Volunteering, Finance, Investments, Marketing, Microsoft Excel, Customer Service, Microsoft Office, Teamwork, Microsoft Word, PowerPoint, Sales, Management, Retail, Research, Customer Satisfaction, Customer Retention, Inventory Management, Team Building, Negotiation, Vehicles, Profit, Leadership, Communication
Education
St. Cloud State University 2014 — 2016
Bachelor of Science (B.S.), Finance, 3.4 GPA
North Hennepin Community College 2011 — 2014
Associate of Arts (A.A.), Liberal Arts and Sciences/Liberal Studies
JNBA Financial Advisors May 2015 - August 2015
BMW of Minnetonka December 2012 - August 2014
Morrie's Cadillac April 2009 - December 2011
Skills
Higher Education, Communication Skills, Business Savvy, Team Leadership, Automotive, Long-term Customer..., Human Nutrition, Fitness Training, Stress Management, Volunteering, Finance, Investments, Marketing, Microsoft Excel, Customer Service, Microsoft Office, Teamwork, Microsoft Word, PowerPoint, Sales, Management, Retail, Research, Customer Satisfaction, Customer Retention, Inventory Management, Team Building, Negotiation, Vehicles, Profit, Leadership, Communication
Education
St. Cloud State University 2014 — 2016
Bachelor of Science (B.S.), Finance, 3.4 GPA
North Hennepin Community College 2011 — 2014
Associate of Arts (A.A.), Liberal Arts and Sciences/Liberal Studies
Michael Betz, MBA, CFP®'s JNBA Financial Advisors Experience 2008 - 2008
Job Client Services Director | Affiance Financial
Industry Financial Services
Experience
Affiance Financial 2013 - Present
Betz Consulting 2012 - 2013
AdvisorNet Financial 2010 - 2012
Callahan Financial Planning 2008 - 2010
JNBA Financial Advisors 2008 - 2008
Ameriprise Financial Services, Inc. 2004 - 2008
Skills
Wealth Management, Retirement Planning, Investment Advisory, Strategic Financial..., Investments, Asset Allocation, Financial Services, Insurance, IT Ecosystem Design, Project Management, Consulting, Financial Planning
Education
Hamline University
M.B.A., Change Management, Business Process Management
University of Wisconsin-Madison
B.S., Personal Finance, Consumer Science
Affiance Financial 2013 - Present
Betz Consulting 2012 - 2013
AdvisorNet Financial 2010 - 2012
Callahan Financial Planning 2008 - 2010
JNBA Financial Advisors 2008 - 2008
Ameriprise Financial Services, Inc. 2004 - 2008
Skills
Wealth Management, Retirement Planning, Investment Advisory, Strategic Financial..., Investments, Asset Allocation, Financial Services, Insurance, IT Ecosystem Design, Project Management, Consulting, Financial Planning
Education
Hamline University
M.B.A., Change Management, Business Process Management
University of Wisconsin-Madison
B.S., Personal Finance, Consumer Science
Daniel Wallentine's JNBA Financial Advisors Experience May 2013 - January 2014
Job Enterprise Sales Manager at Total Expert
Industry Computer Software
Experience
Total Expert July 2015 - Present
Convey, A Sovos Compliance Company October 2014 - July 2015
Convey (Acquired by Vista Equity Partners) June 2014 - September 2014
JNBA Financial Advisors May 2013 - January 2014
Skills
Leadership, Customer Service, Management, Time Management, PowerPoint, Social Media, Microsoft Office, Teamwork, Market Research, Public Speaking, Business Development, Team Leadership, Research, Social Networking, Process Improvement, Data Analysis, Team Building, Networking, English, Spanish, Leadership Development, Strategic Prospecting, Salesforce.com, Budgets, Project Management
Education
University of Minnesota-Twin Cities 2011 — 2014
Bachelor’s Degree, Economics, Minor in Business Management
University of Minnesota Duluth 2010 — 2011
Bachelor’s Degree, Business
Minnetonka High School 2006 — 2010
Total Expert July 2015 - Present
Convey, A Sovos Compliance Company October 2014 - July 2015
Convey (Acquired by Vista Equity Partners) June 2014 - September 2014
JNBA Financial Advisors May 2013 - January 2014
Skills
Leadership, Customer Service, Management, Time Management, PowerPoint, Social Media, Microsoft Office, Teamwork, Market Research, Public Speaking, Business Development, Team Leadership, Research, Social Networking, Process Improvement, Data Analysis, Team Building, Networking, English, Spanish, Leadership Development, Strategic Prospecting, Salesforce.com, Budgets, Project Management
Education
University of Minnesota-Twin Cities 2011 — 2014
Bachelor’s Degree, Economics, Minor in Business Management
University of Minnesota Duluth 2010 — 2011
Bachelor’s Degree, Business
Minnetonka High School 2006 — 2010
Eric Laorr Eric Laorr's JNBA Financial Advisors Experience May 2014 - August 2014
Job Analyst at George K. Baum & Company
Industry Financial Services
Experience
George K. Baum & Company June 2015 - Present
JNBA Financial Advisors May 2014 - August 2014
Minnesota PGA Junior Golf Association June 2012 - August 2013
Einstein Noah Restaurant Group, Inc. September 2010 - August 2011
Skills
Public Speaking, Time Management, PowerPoint, Economics, Facebook, Leadership, Spanish, Microsoft Word, Microsoft Excel, Microsoft Office, Research
Education
Middlebury College 2011 — 2015
Bachelor of Arts (B.A.), Economics
Breck School 2006 — 2011
George K. Baum & Company June 2015 - Present
JNBA Financial Advisors May 2014 - August 2014
Minnesota PGA Junior Golf Association June 2012 - August 2013
Einstein Noah Restaurant Group, Inc. September 2010 - August 2011
Skills
Public Speaking, Time Management, PowerPoint, Economics, Facebook, Leadership, Spanish, Microsoft Word, Microsoft Excel, Microsoft Office, Research
Education
Middlebury College 2011 — 2015
Bachelor of Arts (B.A.), Economics
Breck School 2006 — 2011
Thomas Evans, CFP®, MS-PFP Thomas Evans, CFP®, MS-PFP's JNBA Financial Advisors Experience August 2009 - November 2012
Job
Industry Investment Management
Experience
TIAA-CREF March 2013 - Present
JNBA Financial Advisors August 2009 - November 2012
SilverOak Wealth Managment December 2004 - August 2009
Charles Schwab & Co, Inc. July 1997 - September 2004
Apollo Derivatives April 1995 - April 1996
Skills
Risk Management, Investment Management, Management Consulting, Options, Strategic Planning, Investments, Portfolio Management, Wealth Management, Financial Planning, Retirement Planning, Estate Planning
Education
College for Financial Planning 2008 — 2009
MS
The University of Chicago 1987 — 1991
BA
Cooper High School 1985 — 1987
TIAA-CREF March 2013 - Present
JNBA Financial Advisors August 2009 - November 2012
SilverOak Wealth Managment December 2004 - August 2009
Charles Schwab & Co, Inc. July 1997 - September 2004
Apollo Derivatives April 1995 - April 1996
Skills
Risk Management, Investment Management, Management Consulting, Options, Strategic Planning, Investments, Portfolio Management, Wealth Management, Financial Planning, Retirement Planning, Estate Planning
Education
College for Financial Planning 2008 — 2009
MS
The University of Chicago 1987 — 1991
BA
Cooper High School 1985 — 1987
Jennifer Goins's JNBA Financial Advisors Experience January 2001 - January 2002
Job Program Coordinator / Administrative Assistant at Duke University Department of Immunology
Industry
Experience
Duke University, Department of Immunology January 2006 - Present
Duke University, Department of Immunology January 2005 - January 2006
Duke University, Endowment Administration July 2003 - January 2005
Duke University, Temporary Services March 2003 - June 2003
Schwab Performance Technologies, Inc. May 2002 - February 2003
Independent Software Consultant January 2002 - February 2002
JNBA Financial Advisors January 2001 - January 2002
JNBA Financial Advisors December 1999 - January 2001
JNBA Financial Advisors September 1999 - December 1999
Schwab Performance Technologies, Inc. August 1998 - August 1999
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Outlook, Teaching
Education
Elon University 1994 — 1998
Bachelor's Degree, Sociology Major / Business Administration Minor
Duke University, Department of Immunology January 2006 - Present
Duke University, Department of Immunology January 2005 - January 2006
Duke University, Endowment Administration July 2003 - January 2005
Duke University, Temporary Services March 2003 - June 2003
Schwab Performance Technologies, Inc. May 2002 - February 2003
Independent Software Consultant January 2002 - February 2002
JNBA Financial Advisors January 2001 - January 2002
JNBA Financial Advisors December 1999 - January 2001
JNBA Financial Advisors September 1999 - December 1999
Schwab Performance Technologies, Inc. August 1998 - August 1999
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Outlook, Teaching
Education
Elon University 1994 — 1998
Bachelor's Degree, Sociology Major / Business Administration Minor
Jeff Menne, CFA's JNBA Financial Advisors Experience May 2006 - November 2007
Job Portfolio Manager at Associated Wealth Management
Industry Investment Management
Experience
Associated Wealth Management December 2007 - Present
JNBA Financial Advisors May 2006 - November 2007
Wells Fargo Bank September 2002 - May 2006
Nicollet Investment Management May 1999 - September 2002
US Bancorp/Piper Jaffray April 1997 - May 1999
US Bancorp January 1993 - April 1997
US Bancorp August 1989 - January 1993
PaineWebber 1988 - 1989
John G. Kinnard & Co. 1987 - 1988
Skills
Equities, Finance, Portfolio Management, Wealth Management, Trading, Asset Management, Financial Analysis
Education
University of Minnesota - Carlson School of Management 1989 — 1992
MBA, Finance
University of Minnesota-Twin Cities 1983 — 1988
BA, Political Science
Red Wing Central High
Associated Wealth Management December 2007 - Present
JNBA Financial Advisors May 2006 - November 2007
Wells Fargo Bank September 2002 - May 2006
Nicollet Investment Management May 1999 - September 2002
US Bancorp/Piper Jaffray April 1997 - May 1999
US Bancorp January 1993 - April 1997
US Bancorp August 1989 - January 1993
PaineWebber 1988 - 1989
John G. Kinnard & Co. 1987 - 1988
Skills
Equities, Finance, Portfolio Management, Wealth Management, Trading, Asset Management, Financial Analysis
Education
University of Minnesota - Carlson School of Management 1989 — 1992
MBA, Finance
University of Minnesota-Twin Cities 1983 — 1988
BA, Political Science
Red Wing Central High
Brett Ryba's JNBA Financial Advisors Experience June 2010 - June 2011
Job Procurement Financial Analyst at The Boeing Company
Industry Aviation & Aerospace
Experience
The Boeing Company July 2013 - Present
Boeing August 2010 - July 2013
JNBA Financial Advisors June 2010 - June 2011
LSBE Financial Markets Program March 2008 - May 2009
Education
University of Minnesota-Duluth 2005 — 2009
Bachelor of Business Administration (BBA), Finance, General
The Boeing Company July 2013 - Present
Boeing August 2010 - July 2013
JNBA Financial Advisors June 2010 - June 2011
LSBE Financial Markets Program March 2008 - May 2009
Education
University of Minnesota-Duluth 2005 — 2009
Bachelor of Business Administration (BBA), Finance, General
Sam Halverson's JNBA Financial Advisors Experience June 2010 - August 2010
Job Fixed Income Trader at RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management October 2014 - Present
RBC Wealth Management July 2013 - October 2014
Zayo Enterprise Networks December 2010 - July 2013
The Hartford September 2010 - December 2010
JNBA Financial Advisors June 2010 - August 2010
LSBE Financial Markets May 2009 - May 2010
Northwestern Mutual May 2009 - November 2009
Skills
Leadership, Portfolio Management, Investments, Management, Strategy, Training, Analysis, Customer Service, Networking, Microsoft Excel, Microsoft Office, Telecommunications, Quantitative Analytics, Finance, Microsoft Word, PowerPoint, Financial Analysis, Bloomberg, Financial Markets, Financial Modeling
Education
CFA Institute
Level II Candidate in the CFA Program
University of Minnesota-Duluth 2006 — 2010
Bachelor, Business Administration; Financial Markets, Finance
RBC Wealth Management October 2014 - Present
RBC Wealth Management July 2013 - October 2014
Zayo Enterprise Networks December 2010 - July 2013
The Hartford September 2010 - December 2010
JNBA Financial Advisors June 2010 - August 2010
LSBE Financial Markets May 2009 - May 2010
Northwestern Mutual May 2009 - November 2009
Skills
Leadership, Portfolio Management, Investments, Management, Strategy, Training, Analysis, Customer Service, Networking, Microsoft Excel, Microsoft Office, Telecommunications, Quantitative Analytics, Finance, Microsoft Word, PowerPoint, Financial Analysis, Bloomberg, Financial Markets, Financial Modeling
Education
CFA Institute
Level II Candidate in the CFA Program
University of Minnesota-Duluth 2006 — 2010
Bachelor, Business Administration; Financial Markets, Finance
Brian Resch's JNBA Financial Advisors Experience May 2011 - Present
Job Advisor Associate Investment & Portfolio Specialist for JNBA Financial Advisors
Industry Financial Services
Experience
JNBA Financial Advisors May 2011 - Present
LSBE Financial Markets Program April 2010 - May 2011
Bureau of Business and Economic Research July 2009 - June 2010
Education
University of Minnesota-Duluth 2008 — 2011
BBA, BA, Financial Markets Finance, Economics
JNBA Financial Advisors May 2011 - Present
LSBE Financial Markets Program April 2010 - May 2011
Bureau of Business and Economic Research July 2009 - June 2010
Education
University of Minnesota-Duluth 2008 — 2011
BBA, BA, Financial Markets Finance, Economics
Chad M. Darr, CFP®'s JNBA Financial Advisors Experience 2006 - 2007
Job Vice President with Associated Bank
Industry Financial Services
Experience
Associated Bank April 2011 - Present
UBS 2007 - April 2011
JNBA Financial Advisors 2006 - 2007
Morgan Stanley 2004 - 2006
Skills
Series 7, Wealth Management, Investments, Retirement Planning, Asset Management, Qualified Retirement..., Financial Planning, 401k, Defined Contribution
Education
Augsburg College
B.A., Finance, History
Associated Bank April 2011 - Present
UBS 2007 - April 2011
JNBA Financial Advisors 2006 - 2007
Morgan Stanley 2004 - 2006
Skills
Series 7, Wealth Management, Investments, Retirement Planning, Asset Management, Qualified Retirement..., Financial Planning, 401k, Defined Contribution
Education
Augsburg College
B.A., Finance, History
Jennifer Goins's JNBA Financial Advisors Experience September 1999 - January 2002
Job Graduate Program Coordinator / Department Administrator at Duke University
Industry Higher Education
Experience
Duke University January 2005 - Present
Duke University April 2003 - January 2005
JNBA Financial Advisors September 1999 - January 2002
Education
Elon University 1994 — 1998
BA, Sociology
Duke University January 2005 - Present
Duke University April 2003 - January 2005
JNBA Financial Advisors September 1999 - January 2002
Education
Elon University 1994 — 1998
BA, Sociology