St. Louis, MO
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Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Carrie is the president of Strongheart Financial, focusing on budgeting, cash management, and retirement needs analysis, dedicating about 10% of her time. She also receives book royalties from Taylor & Francis Group, LLC, but spends no time on this activity.