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Financial Planning Services Advisors in Otsego, Minnesota
7 Results
Unclaimed

Eagle Strategies LLC | CFP ® (Certifications)

location

OTSEGO, MN

experience

16 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Brandon Lee Hanson is a financial advisor with Eagle Strategies LLC, a financial advisory firm headquartered in New York, NY. Brandon Hanson has been in the financial industry since May 2009. Brandon Hanson is registered with FINRA and the Securities Investor Protection Corporation (SIPC). Brandon Hanson holds a Series 66 license, a Series 7 license and a SIE license and is also a Certified Financial Planner. Brandon Hanson is registered in 10 states, and specializes in asset allocation, estate planning, insurance, investment planning, mutual funds, and retirement planning. Brandon Hanson is a Registered Investment Advisor (IA) and is currently registered in Minnesota and Texas. Brandon Hanson is also an insurance broker and an independent contractor for New York Life Insurance Company.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Individuals
Publication of Financial Periodicals
Unclaimed
location

Otsego, MN

experience

6 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Jena Lee Cox backes is a financial advisor with Edward Jones. Jena has been in the financial services industry since 2019. Jena is registered with FINRA and the state of Minnesota and has passed the Series 66, Series 7TO and SIE exams. Jena has a variety of specializations, including retirement planning, college savings, insurance, and estate planning. Jena also provides financial planning services for individuals, businesses, and charitable organizations. Jena is committed to helping clients reach their financial goals.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Unclaimed
location

OTSEGO, MN

experience

3 Years Experience

0 Disclosures

ADVISOR BIO

Julie Christine Parks is a financial advisor who is registered with Edward Jones. Julie has been in the financial industry since 2006, and she has experience working with a variety of clients, including individuals, businesses, and charitable organizations. Julie has been registered with FINRA since August 2022 and is licensed in 13 states. Julie has Series 66, Series 7TO and SIE certifications. Julie works with clients to develop financial plans that meet their individual needs. She also offers investment management services.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Unclaimed
location

OTSEGO, MN

experience

12 Years Experience

0 Disclosures

ADVISOR BIO

Lisa Middagh is a financial advisor at Edward Jones. Lisa has been in the financial industry since December 2012 and is registered to provide investment advice in Minnesota and Texas. Lisa offers a variety of financial planning and investment management services to individuals, families, and businesses.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Unclaimed

Eagle Strategies LLC

location

OTSEGO, MN

experience

20 Years Experience

0 Disclosures

ADVISOR BIO

Mark Allen Johnson is a financial advisor registered with Eagle Strategies LLC. Mark has been in the financial services industry since 2004. Mark holds a Series 7 and Series 66 license. Mark is also registered as an Investment Advisor Representative in Minnesota and Texas. Mark has experience working with individuals, high-net-worth individuals, corporations, charitable organizations, and pension and profit sharing plans. Mark specializes in providing financial planning, portfolio management, and educational seminars. Mark is also an insurance broker and operates under the DBA name of Gateway Financial Strategies, LLC. Mark can be reached at Eagle Strategies LLC located at 9040 Quaday Ave NE Ste 101, OTSEGO, MN 55330.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Individuals
Publication of Financial Periodicals
Unclaimed

Ameriprise Financial Services, LLC

location

Otsego, MN

experience

8 Years Experience

0 Disclosures

ADVISOR BIO

Rebekah Kyes is an advisor with Ameriprise Financial Services, LLC. Rebekah is registered with the Financial Industry Regulatory Authority (FINRA) and the Securities Investor Protection Corporation (SIPC). Rebekah is also registered with the state of Minnesota and New Hampshire as an investment advisor representative. Rebekah has been in the industry for more than 7 years and has a series 7, series 63, and series 66 license. Rebekah specializes in asset allocation services, financial planning, pension consulting, educational seminars, publication of periodicals, selection of other advisors, portfolio management for businesses and individuals.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
ASSET ALLOCATION SERVICES
Publication of Financial Periodicals
Unclaimed
location

Otsego, MN

experience

14 Years Experience

0 Disclosures

ADVISOR BIO

Tove Lichty is a financial advisor at Edward Jones. Tove has been a financial advisor since November 2010. Tove is a Registered Representative and Investment Advisor Representative, and holds Series 7 and 66 licenses. Tove has over 13 years of experience in the financial services industry. Tove is registered in 18 states and has expertise in financial planning, portfolio management for individuals and businesses, and pension consulting.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals