Carter Christensen (CRD# 7809287) is an Investment Advisor Representative working at Lpl Financial LLC in River Falls, WI and has 1 year of experience in the finance industry.
CRD# 6990105
Transamerica Retirement Advisors, LLC
CRD# 2558532
Mairs & Power
CRD# 6586021
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lpl Financial LLC | River Falls, WI | Oct 2023 - Current | < 1 |
| Westconsin Credit Union | River Falls, WI | Jan 2019 - Current | 5 |
| River Falls High School | River Falls, WI | Sep 2015 - Jun 2019 | 3 |
| Jimmy John's | River Falls, WI | Aug 2017 - May 2019 | 1 |
| Dick's Fresh Market | River Falls, WI | Jun 2017 - Aug 2017 | < 1 |
| Mcdonald's/hoeft Management Company | River Falls, WI | Jun 2016 - Jun 2017 | 1 |
| Meyer Middle School | River Falls, WI | Sep 2012 - Jun 2015 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Mar 2024 |
- WI
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Total Assets Under Management463,475MILLIONS
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Total Number of Accounts1,910,545ACCOUNTS
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Average Account Value$242,588
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
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, WY
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