Myah Legred,
CFP®, AIF®
Financial Advisor
"I find fulfillment in partnering with my clients to create a tailored and thorough plan aimed at achieving their goals."
Education
- Bachelor of Science, Business Administration – University of Minnesota Duluth
Registrations and Licenses
- FINRA Series 7* – General securities representative
- FINRA Series 66* – Uniform combined state law
- Minnesota Producer – Life and Health
*Held through Raymond James
Experience
- 4 years of experience
- Financial planning
- Retirement planning
- Asset Management
Credentials
- Certified Financial Planner®
- Accredited Investment Fiduciary®
Community Service
- Fairmont Dollars for Scholars Board Member
- Fairmont Rotary Club Board Member
A Little More About Me
- Enjoying Fairmont lakes with my husband, family, and friends.
- Staying active – golf, hockey and walks with my golden retrievers
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, Certified Financial Planner®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
