Callie Geist, financial advisor Omaha NE
90 score

Callie Geist

CRD Number: 6293240
Current Firm: Carlson Capital Management, LLC

Callie Geist (CRD# 6293240) is an Investment Advisor Representative working at Carlson Capital Management, LLC in Omaha, NE and has 1 year of experience in the finance industry. Callie Geist 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
Carlson Capital Management, LLC Northfield, MN Jan 2016 - Current 2
Carlson Capital Management, Inc. Northfield, MN May 2011 - Dec 2015 4
Beef Products, Inc. Dakota Dunes, SD Oct 2009 - May 2011 1
Bar Exam Preparation Storm Lake, IA May 2009 - Oct 2009 < 1
Creighton University School Of Law Omaha, NE Aug 2006 - May 2009 2

Callie Geist has no recent exams reported.
Contact Info for Callie R. Geist
Phone Number: 507-645-8887
Firm Website: http://carlsoncap.com
Registered State(s):
  • MN
  • NE
By the Numbers
  • Total Assets Under Management
    1,596
    MILLIONS
  • Total Number of Accounts
    5,755
    ACCOUNTS
  • Average Account Value
    $277,301
Compensation Options
  • A percentage of assets under your management
  • 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
Types of Clients
Registered States

AZ, CA, CO, CT, FL, IA, IL, KY, LA, MA, MN, MT, ND, NE, NH, NY, OR, SD, TX, WA, WI

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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