Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Naomi? Claim Your ProfileNaomi Savolainen is a financial advisor with Independent Financial Partners, located in St. Paul, Minnesota. Naomi has been in the industry since 2004 and has a strong background in providing investment advice and financial planning services. Naomi's areas of expertise include financial planning, pension consulting, and educational seminars.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Non-discretionary investment advice
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Percentage of assets under advisement
1
2
MN
03/25/2024 - Present
Independent Financial Partners (ST PAUL MN)
MN
06/13/2022 - 04/10/2024
RBC CAPITAL MARKETS, LLC (MINNEAPOLIS MN)
MN
09/28/2017 - 06/07/2022
WELLS FARGO CLEARING SERVICES, LLC (MINNEAPOLIS MN)
MN
10/02/2013 - 09/26/2017
U.S. BANCORP INVESTMENTS, INC. (SAINT PAUL MN)
MO
01/26/2012 - 06/28/2012
FIRST CLEARING, LLC (ST. LOUIS MO)
MN
01/03/2011 - 11/07/2011
WELLS FARGO ADVISORS, LLC (MINNEAPOLIS MN)
MN
12/18/2002 - 01/03/2011
WELLS FARGO INVESTMENTS, LLC (MINNEAPOLIS MN)
IA
Issued 09/03/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/24/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/05/2016
Series 53 - Municipal Securities Principal Examination
BC
Issued 05/04/2015
Series 4 - Registered Options Principal Examination
BC
Issued 01/29/2015
Series 24 - General Securities Principal Examination
BC
Issued 05/08/2023
Series 3 - National Commodity Futures Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/17/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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