Carolyn PahnkeCRD Number: 5880002
Current Firm: Strategic Advisers, Inc.
Carolyn Pahnke (CRD# 5880002) is an Investment Advisor Representative working at Strategic Advisers, Inc. in Salt Lake City, UT and has over 6 years of experience in the finance industry.
Uma Financial Services Inc.
Brighton Wealth Management, Inc.
|Fidelity Investments||Salt Lake City, UT||Dec 2010 - Current||6|
|Utah State University||Logan, UT||Jan 2010 - Current||7|
|Neurosurgical Clinic Of Utah||Salt Lake City, UT||Aug 2004 - Oct 2010||6|
|Grant R Fairbanks, Md Pc||Salt Lake City, UT||Aug 2008 - Dec 2008||< 1|
|United States Postal Service||Salt Lake City, UT||Jul 2007 - Nov 2007||< 1|
|Salt Lake Community College||Salt Lake City, UT||Jan 2006 - Aug 2006||< 1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Mar 2011|
|S66||NASAA Uniform Combined State Law Examination||Dec 2012|
Total Assets Under Management236,390MILLIONS
Total Number of Accounts619,100ACCOUNTS
Average Account Value$381,828
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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, VT, WA, WI, WV