AC
AC

Ann Marie Carda

24 Years of Experience
Broker
Areas of Practice
Investment Management
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
38 advisors
Number of Clients
785 clients
Average Client Portfolio
$458K average
Assets Under Management
$359.9M
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Location

150 South Fifth Street, Suite 3300, Minneapolis, MN, 55402

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Ann is a board member at State Bank of Chandler, attending board meetings and reviewing loans/board reports. This activity is not investment-related.

Employment History
Current Registrations
Northland Asset Management
May 2019 - Present · 6 yrs 9 mos
Northland Securities, INC.Broker
October 2002 - Present · 23 yrs 4 mos
Previous Registrations
Miller Johnson Steichen Kinnard, INC.Broker
June 2001 - October 2002 · 1 yr 4 mos
State Registrations12 states
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AdvisorBrokerBoth
Exams
No exam information available for this advisor.