Emily Lafferty

Emily Lafferty: Email & Phone Number

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Financial Planner at OSAIC Certificaciones RETIE|Minneapolis, Minnesota, United States

Position:

Financial Planner at OSAIC Certificaciones RETIE

Location:

Minneapolis, Minnesota, United States

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Last updated: 2026-08-06
Updated: 2026-08-06

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Work Experience 30 years

Financial Planner at OSAIC Certificaciones RETIE

May 1997 - Current

Mortgage Post Closing Specialist at Norwest Mortgage

Jan 1996 - Aug 1997

Emily Lafferty started working in 1996, then the employee has changed 1 company and 1 job. On average, Emily Lafferty works for one company for 15 years 6 months.

Their professional focus is Asset Allocation, Estate Planning Strategies, and Financial Analysis across 3 core areas.

Emily holds CFP® | CERTIFIED FINANCIAL PLANNER™ Professional, Series 7 and 63, and Insurance Agent, Accident, Health, Life, Variable Life & Variable Annuities certifications.

Education

Bachelor of Business Administration (B.B.A.) at University of Minnesota-Duluth

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