TC
TC

Temi Carda

4 Years of Experience
Minneapolis, MN
BrokerSells Insurance

Temi Carda is a registered investment advisor at Cetera Investment Advisers LLC, based in Minneapolis, MN, with 4 years of industry experience. Temi operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10345 advisors
IM Fee
Planning only
Assets Under Management
$163.8B
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Location

2701 University Ave Se, Minneapolis, MN, 55414

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History

Regulatory History
Clean regulatory record

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

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Other Business ActivitiesSells Insurance

Temi is an agent/broker for North Star Consultants and North Star Brokerage Group, offering group/employee benefits and fixed insurance. She also volunteers for Her Next Play, a nonprofit, and works as a financial professional for North Star Resource Group and Lalonde Wealth Advisor Group, dedicating minimal time to each.

Employment History
Current Registrations
Cetera Wealth Services, LLCBroker
August 2023 - Present · 2 yrs 9 mos
Cetera Investment Advisers LLC
August 2023 - Present · 2 yrs 9 mos
Cetera Wealth Services, LLC
August 2023 - Present · 2 yrs 9 mos
Previous Registrations
Securian Financial Services, INC.
September 2021 - August 2023 · 1 yr 11 mos
Securian Financial Services, INC.Broker
July 2021 - August 2023 · 2 yrs 1 mo
Cri Securities, LLCBroker
July 2021 - October 2021 · 3 mos
State Registrations13 states
CACODCFLILMNNCNYOHPATXWAWI
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.