Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Carmen? Claim Your ProfileCarmen Diane Bohlke is a financial advisor with Cetera Investment Advisers LLC. Carmen has been in the industry since 2005 and has experience with both individual and business clients. Carmen is registered with FINRA and holds the Series 6, 7, and 66 licenses as well as the SIE exam. Carmen is a registered investment advisor in Minnesota and Texas and has previously been registered with several other firms. Carmen specializes in providing financial planning, pension consulting, educational seminars, and portfolio management services.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
MN
03/21/2024 - Present
Cetera Investment Advisers LLC (ST CLOUD MN)
MN
01/21/2016 - 09/29/2021
CETERA FINANCIAL SPECIALISTS LLC (ST CLOUD MN)
MN
01/21/2016 - 09/29/2021
FIRST ALLIED SECURITIES, INC. (ST CLOUD MN)
MN
07/30/2013 - 09/29/2021
CETERA ADVISOR NETWORKS LLC (ST CLOUD MN)
MN
12/11/2012 - 09/29/2021
CETERA INVESTMENT SERVICES LLC (ST CLOUD MN)
MN
05/26/2016 - 12/03/2019
SUMMIT BROKERAGE SERVICES, INC. (ST CLOUD MN)
MN
03/18/2011 - 11/20/2012
GENEOS WEALTH MANAGEMENT, INC. (LAKEVILLE MN)
MN
12/13/2010 - 03/01/2011
NATIONS FINANCIAL GROUP, INC. (NEW PRAGUE MN)
CT
12/08/1993 - 07/21/1995
W. S. GRIFFITH & CO., INC. (HARTFORD CT)
MO
06/15/1990 - 10/18/1993
COMMERCE BROKERAGE SERVICES, INC. (CLAYTON MO)
MA
04/29/1988 - 07/19/1988
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
04/29/1988 - 07/19/1988
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
BOTH
Issued 2/8/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 6/9/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/10/2010
Series 7 - General Securities Representative Examination
BC
Issued 4/28/1988
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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