Angela Carstens, financial advisor Altoona WI
93 score

Angela Carstens

CRD Number: 5337043
Current Firm: Bernicke Wealth Management, Ltd.

Angela Carstens (CRD# 5337043) is an Investment Advisor Representative working at Bernicke Wealth Management, Ltd. in Altoona, WI and has over 8 years of experience in the finance industry.

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Company Name Location Dates Years
Triad Advisors, Inc. Norcross, GA Oct 2012 - Current 4
Bernicke Wealth Management, Ltd. Altoona, WI May 2007 - Current 9
Raymond James Financial Services, Inc. Eau Claire, WI Jul 2008 - Oct 2012 4
Colfax Rural Lutheran Church Colfax, WI Apr 2005 - Jun 2010 5
Sii Investment, Inc. Eau Claire, WI May 2007 - Jul 2008 1
American Realty Group Eau Claire, WI Dec 2005 - Apr 2007 1
American Realty Group Eau Claire, WI May 2005 - Apr 2007 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Feb 2008
Contact Info for Angela M. Carstens
Phone Number: (715) 832-1173
Firm Website: http://www.bernicke.com
Registered State(s):
  • TX
  • WI
By the Numbers
  • Total Assets Under Management
    174
    MILLIONS
  • Total Number of Accounts
    1,086
    ACCOUNTS
  • Average Account Value
    $159,840
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AZ, FL, MN, TX, WI

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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