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Ann Marie Carda

Northland Securities, Inc.

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About Ann Marie Carda

Ann Marie Carda is a registered investment advisor representative with Northland Securities, Inc. Ann has been in the financial services industry since 2001, has passed the Series 7, Series 63 and Series 65 exams. Ann has a branch office location in Minneapolis, MN. Ann Marie Carda has experience with several states in the US including Arizona, District of Columbia, Florida, Georgia, Illinois, Iowa, Kentucky, Michigan, Minnesota, Ohio, South Dakota, Texas and Wisconsin. Ann currently holds an active registration with Northland Securities, Inc. in Georgia, Minnesota and Wisconsin. Ann is also a board member of the State Bank of Chandler and has experience with individual and institutional clients.

Firm Information

Ann Carda is currently registered with Northland Securities, Inc.. Northland Securities, Inc. is a Minneapolis, Minnesota-based corporation, formed in September 1995. The firm provides financial planning, portfolio management for individuals, and selection of other advisors. It also offers research services. Northland Securities, Inc. manages over $236 million in regulatory assets for 826 total accounts.
Northland Securities, Inc.

150 SOUTH 5TH STREET

MINNEAPOLIS, MN 55402

$236.67M

Assets Under Management

117

Total Clients

86

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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research services

Research services

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Negotiated

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Ann Carda’s Registration & Firm History

MN

01/18/2022 - Present

Northland Securities, Inc. (MINNEAPOLIS MN)

MN

06/05/2001 - 10/25/2002

MILLER JOHNSON STEICHEN KINNARD, INC. (MINNEAPOLIS MN)

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Licenses & Designations

IA

Issued 05/18/2019

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 07/18/2001

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/17/2001

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There are no public disclosures for Ann Marie Carda.
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