Marissa Klaers is a CFP-designated registered investment advisor, based in Oakdale, MN, with 19 years of industry experience. Marissa is also registered as a broker, so some compensation may come from commissions on products sold.
Location
600 Inwood Avenue N, Suite 200, Oakdale, MN, 55128
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Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Marissa works as a financial advisor at Concord Wealth Partners full-time since 2022. She also sells fixed insurance products, dedicating minimal time to this activity, and works as a notary public, also dedicating minimal time.
Employment History
Current Registrations
Purshe Kaplan Sterling InvestmentsBroker
Concord Wealth Partners
Previous Registrations
Personal Wealth Partners LLC
LPL Financial LLCBroker
H. Beck, INC.
H. Beck, INC.Broker
State Registrations20 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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