Carolyn Mager, financial advisor Saint Peter MN
93 score

Carolyn Mager

CRD Number: 5480417
Current Firm: Principal Securities, Inc.

Carolyn Mager (CRD# 5480417) is an Investment Advisor Representative working at Principal Securities, Inc. in Saint Peter, MN and has over 7 years of experience in the finance industry.

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Company Name Location Dates Years
Principal Life Insurance Company Minnetonka, MN Aug 2014 - Current 2
Princor Financial Services Cor St Peter, MN Oct 2008 - Current 8
Principal Life Insurance Co St Peter, MN Oct 2008 - May 2011 2
Warren West St Peter, MN Jan 2008 - Oct 2008 < 1
Director Minnesota Gas St Peter, MN Jan 2005 - Jan 2008 3
Graduate School Mankato, MN Aug 2005 - Dec 2007 2
Shoreland Country Club St Peter, MN May 2001 - Dec 2007 6
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 2008
Contact Info for Carolyn A. Mager
Phone Number: 888-774-6267
Firm Website: http://www.principal.com
Registered State(s):
  • MN
By the Numbers
  • Total Assets Under Management
    1,622
    MILLIONS
  • Total Number of Accounts
    15,486
    ACCOUNTS
  • Average Account Value
    $104,766
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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

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