CA
CFA · CFP
CA
CFA · CFP

Carl James Arrell

20 Years of Experience
Sells Insurance
Areas of Practice
Retirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingInvestment Management
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
116 advisors
Number of Clients
14,027 clients
Average Client Portfolio
$446K average
Assets Under Management
$6.3B

Fee Structure

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Location

401 N 3rd Street, Suite 210, Minneapolis, MN, 55401

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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 ActivitiesSells Insurance

Carl is an insurance advisor providing group benefits and insurance options, and also works as a tax consultant. He dedicates full-time hours to Focus Financial as a financial advisor, managing investment assets for clients.

Employment History
Current Registrations
Focus Financial
March 2012 - Present · 13 yrs 11 mos
Previous Registrations
Osaic Wealth, INC.Broker
January 2012 - December 2024 · 12 yrs 11 mos
VALIC Financial Advisors, INC.Broker
May 2008 - February 2012 · 3 yrs 9 mos
VALIC Financial Advisors, INC.
May 2008 - February 2012 · 3 yrs 9 mos
Ameriprise Financial Services, INC.
November 2006 - May 2008 · 1 yr 6 mos
Ids Life Insurance CompanyBroker
August 2005 - July 2006 · 11 mos
Ameriprise Financial Services, INC.Broker
June 2005 - May 2008 · 2 yrs 11 mos
American Express Financial Advisors INC.Broker
November 2004 - April 2005 · 5 mos
Ids Life Insurance CompanyBroker
November 2004 - April 2005 · 5 mos
State Registrations1 state
MN
Advisor
Exams
No exam information available for this advisor.