Financial Advisor

Vice President - Investments

Address: 330 CLYDESDALE TRAIL , MEDINA , MN 55340
Phone: 612-667-5043 | 800-830-0437

My Background

My Associate(s): Katie Montroy, Senior Registered Client Associate

My Experience

  • 2003 - Present : Wells Fargo Advisors, Financial Advisor
  • 2002 - 2003 : JB Oxford, Investment Specialist/Manager
  • 2000 - 2002 : Inc., Investment Specialist
  • 1999 - 2000 : TD Waterhouse Investor Services, Account Advisor

My Education & Credentials

  • General Studies, Bemidji State University

My Community Involvement

  • Alcoholics Anonymous
Securities Registered in the following states: AL, AZ, CA, CO, CT, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, NH, NJ, NM, NV, NY, OH, OK, OR, PA, SC, TN, TX, VA, WA, WI, WV, WY
Insurance licensed in the following states: MN
MAX WIESE: Financial Advisor: Wells Fargo Clearing Services, LLC