Carissa PalmCRD Number: 6176603
Current Firm: Cuna Brokerage Services, Inc.
Carissa Palm (CRD# 6176603) is an Investment Advisor Representative working at Cuna Brokerage Services, Inc. in Apple Valley, MN and has over 2 years of experience in the finance industry.
Thrivent Advisor Network, LLC
Wells Fargo Clearing Services, LLC
Abens Financial Services Inc.
|Cuna Brokerage Services, Inc.||Waverly, IA||Jun 2019 - Current||2|
|Wings Financial Cu||Apple Valley, MN||Jun 2019 - Current||2|
|Confetti And Cheer||Edina, MN||Dec 2018 - Current||2|
|Allianz Life Financial Services LLC||Minneapolis, MN||Mar 2013 - Jun 2019||6|
|Allianz Life Insurance Company Of North America||Minneapolis, MN||Nov 2010 - Jun 2019||8|
|Mktg Inc.||Minneapolis, MN||Nov 2011 - Dec 2018||7|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jul 2019|
Total Assets Under Management3,030MILLIONS
Total Number of Accounts15,081ACCOUNTS
Average Account Value$200,896
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- 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)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV
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