CA
CA

Carter Amundson

4 Years of Experience
Milwaukee, WI
1 DisclosureBrokerSells Insurance

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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History

Regulatory History (1)
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Criminal
October 2016
Final 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.