Search

Filters


Content Type
Content type
Topics
Topics
Showing 661-670 of 4196 results

Bio

Andrew Spanos

Andrew loves the challenge of knowing that the markets change every day and that there will be a fresh set of hurdles to clear each week. A lifelong learner, he relishes being able to build upon his previous knowledge and experience. With years of experience in portfolio strategy implementation, he is also skilled in executing and settling trades, gathering economic data, performance reporting and research for the investments inside the portfolio.

Tarrytown, NY 10-15 Team

Bio

Gene Larkin

Gene Larkin is a Senior Vice President at Wealth Enhancement with more than 30 years of experience helping clients plan for wealth accumulation, preservation, and transfer goals. Gene works with clients to navigate complex financial decisions by coordinating investment management with tax and estate planning considerations designed to support their financial objectives.

Minnetonka, MN New Era-Wayzata Team

Bio

Craig Meuer

Craig enjoys helping clients navigate through life’s transitions. As a Certified Kingdom Advisor, he believes strongly in applying biblical principles to help guide people toward achieving their long term financial goals. Craig grew up in Bismack, North Dakota and moved to Minneapolis in 1986 to study architecture and engineering. He worked in mechanical engineering for five years and later as a stock broker, specializing in small local stocks. He joined New Era Financial Group, Inc.

Hutchinson, MN New Era-Hutchinson Team

Bio

Eugene Choi

Eugene has over 15 years of experience in financial services and specializes in estate and legacy planning, investment management, and retirement income planning.Eugene’s career spans time spent with UBS, Fidelity Investments and Commonwealth Financial Network. Most recently, Eugene was the Regional Director for a San Diego based investment firm where he was instrumental in creating the largest and most profitable territory in company history.

Plymouth, MN

Bio

Michael Turi

Mike prides himself on being able to assist clients and prospective clients with all aspects of their financial situation. His objective when meeting with a new client is to provide solutions and resources for any financial goal they need assistance with. Mike helps families with the planning process when it comes to their finances. Many times, this involves creating projections to forecast the ability for a financially successful retirement.

Tarrytown, NY 10-15 Team

Bio

John Kahle

John combines over 25 years of experience in institutional financial services and a passion for serving people to help clients pursue their personal financial goals. He enjoys using easy-to-understand language and a fiduciary commitment to create a fun, gratifying experience for everyone.

Cincinnati, OH Bohmer Kilcoyne Team

Bio

Alaina Mattix

Alaina got her start in the financial industry in 2016, when she joined Vanguard as a Licensed Representative. After a couple of successful years in that position, she took up a new role as a Paraplanner and Financial Advisor at Reap Financial in Texas. Three years later, Alaina returned to her home state of Georgia to start her career at Wealth Enhancement Group. In her current role, Alaina loves connecting

Atlanta, GA Sandy Springs Team

Bio

Brett Christensen

Brett’s client-centric approach to planning focuses on education, advocacy, and coordination of individuals’ goals for themselves and their families. Brett has worked extensively on an individual basis with university professionals. This group includes professors, deans, and provosts at campuses across the United States. He is a member of the Wisconsin Bar Association.

Madison - John Q Hammons Drive, WI Tim O’Brien Team

Bio

Levi Broersma

Levi brings a strong background in client service to his role as an associate financial advisor. He uses his interpersonal and client relationship skills to assist the financial advisors at Wealth Enhancement Group as they work with their clients to develop appropriate financial and wealth management strategies. Levi and his wife live in Norwood Young America, Minnesota. In his free time, he enjoys camping, fishing and basketball.

Eden Prairie - North Office, MN Kerber-Stancek Team

Bio

Tyson Mavar

Tyson became interested in finance as a teenager when he started investing his earnings from commercial salmon fishing in Alaska. This early introduction to investing awakened a passion for wealth management, where he has worked since 2008. Tyson specializes in tax, investment, economic, and retirement benefit strategies, specifically transition planning for corporate employees.

Remote Mavar Team