Cara Beyer (CRD# 6359405) is an Investment Advisor Representative working at Aspen Private Advisors, LLC in Sioux Falls, SD and has over 9 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.
CRD# 5588123
Compass Financial Group, Inc.
CRD# 6868599
Cwm, LLC
CRD# 6915920
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Aspen Private Advisors, LLC | Sioux Falls, SD | Nov 2019 - Current | 4 |
| 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 |
- SD
-
Total Assets Under Management152MILLIONS
-
Total Number of Accounts439ACCOUNTS
-
Average Account Value$346,917
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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
SD, TX
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