Cara Beyer, financial advisor Sioux Falls SD

Cara Beyer

CRD Number: 6359405
Current Firm: Aspen Private Advisors, LLC

Cara Beyer (CRD# 6359405) is an Investment Advisor Representative working at Aspen Private Advisors, LLC in Sioux Falls, SD and has over 7 years of experience in the finance industry. Cara Beyer has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Aspen Private Advisors, LLC Sioux Falls, SD Nov 2019 - Current 2
Lpl Financial LLC Sioux Falls, SD May 2015 - Aug 2019 4
Level Four Advisory Services LLC Sioux Falls, SD May 2015 - May 2019 4
Raymond James Financial Services Advisors Inc. Sioux Falls, SD Sep 2014 - May 2015 < 1
Raymond James Financial Services, Inc. Sioux Falls, SD Aug 2014 - May 2015 < 1
First Bank & Trust Sioux Falls, SD May 2010 - May 2015 5
Raymond James Financial Services, Inc. Sioux Falls, SD Jun 2014 - Aug 2014 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Sep 2014
Contact Info for Cara M. Beyer
Phone Number: 605-951-9620
Registered State(s):
  • SD
By the Numbers
  • Total Assets Under Management
    132
    MILLIONS
  • Total Number of Accounts
    391
    ACCOUNTS
  • Average Account Value
    $338,358
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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
Types of Clients
Registered States

SD

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