CA
CA
Carter Amundson is a registered investment advisor, based in Milwaukee, WI, with 4 years of industry experience.
Location
1433 North Water St, St 400/500, Milwaukee, WI, 53202
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Regulatory History (1)
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Criminal
October 2016Final Disposition
Other Business ActivitiesSells Insurance
Carter is an agent/broker for North Star Resource Group, offering group/employee benefits and fixed insurance options, dedicating a few hours per week. Carter also serves as an elected board member for Buena Tierra MKE Inc., a non-profit organization, spending minimal time per week.
Employment History
Current Registrations
Cetera Investment Advisers LLC
August 2023 - Present · 2 yrs 9 mos
Cetera Wealth Services, LLCBroker
August 2023 - Present · 2 yrs 9 mos
Previous Registrations
Securian Financial Services, INC.
November 2021 - August 2023 · 1 yr 9 mos
Securian Financial Services, INC.Broker
April 2021 - August 2023 · 2 yrs 4 mos
Cri Securities, LLCBroker
April 2021 - October 2021 · 6 mos
State Registrations4 states
COMNTXWI
AdvisorBrokerBoth
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
No exam information available for this advisor.