Carla-Ann Goedtke is a registered investment advisor, based in Marshall, MN, with 29 years of industry experience.
Location
1403 E College Dr., Marshall, MN, 56258
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Regulatory History (1)
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Customer Dispute
March 2025Settled
Other Business Activities
Carla-Ann is involved in several business activities, including owning real estate through Keyminn Holdings LLC and James & Carla-Ann Goedtke. She also works full-time as a DBA for Investors Choice Financial Services Inc. and as an advisory representative of a RIA through CIRA, and dedicates minimal time to volunteer positions as President of the Southwest Minnesota Workforce Development Board and the Lyon and Murray County CEO Board.
Employment History
Current Registrations
Cambridge Investment Research, INC.Broker
October 2024 - Present · 1 yr 9 mos
Cambridge Investment Research Advisors, INC.
October 2024 - Present · 1 yr 9 mos
Previous Registrations
Osaic Wealth, INC.Broker
October 2024 - October 2024 · 0 mos
Osaic Wealth, INC.
October 2024 - October 2024 · 0 mos
American Portfolios Advisors, INC
August 2010 - October 2024 · 14 yrs 2 mos
American Portfolios Financial Services, INC.Broker
March 2007 - October 2024 · 17 yrs 7 mos
Royal Alliance Associates, INC.Broker
March 2007 - March 2007 · 0 mos
United Securities Alliance, INC.Broker
October 2003 - March 2007 · 3 yrs 5 mos
Fsc Securities CorporationBroker
November 1996 - October 2003 · 6 yrs 11 mos
State Registrations17 states
AZCACOFLGAIAMNNCNENMNVNYOHSDTXWAWI
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.