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 at Cetera Investment Advisers LLC with over 20 years of experience in the industry. Carmen has held various positions at different firms, including Cetera Financial Specialists LLC, First Allied Securities, Inc., and Summit Brokerage Services, Inc. Carmen has expertise in investment advisory services, including financial planning, pension consulting, and portfolio management. Carmen is registered with the Securities and Exchange Commission (SEC) and is a member of the Financial Industry Regulatory Authority (FINRA).
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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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 02/08/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/09/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/10/2010
Series 7 - General Securities Representative Examination
BC
Issued 04/28/1988
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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FINRA
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